For long-term investors, the importance of understanding the dynamics of a sector cannot be understated. Understanding dynamics play a very critical part in stock-selection. Each sector goes through different market cycles. Let us understand the curr

Adani Transmission has been on a shopping spree in the last few years as it has made some major acquisitions like Reliance Infra, MP power etc . Most recent addition to its kitty, is Essar Power Ltd, it acquired the company for its 673 Circuit K

Marico is all set to double down its resources and investments in its healthy food segment. Cashing in on the growing market for healthy foods in India, the FMCG major will be expanding into multiple cities with a food go-to-market strategy and incre

Despite the impact of COVID-19 led disruption in 1QFY22, housing sales witnessed sharp uptick in FY22 across the residential companies. The growth of 52% was seen in FY22 from FY21 indicating continuation in housing demand momentum. Outlook for FY23

India's cotton imports have gathered pace after the government exempted customs duty on the commodity on Apr 13. Indian traders and mills have bought 400,000-500,000 bales of cotton after the duty removal. India's cotton acreage in 2022-23 (Jul-Ju

Natco Pharma is an Indian multinational pharmaceutical company based in Hyderabad. The company manufactures finished dosage formulations, active pharmaceutical ingredients and crop health science products, and also provides contract manufacturing ser

The S&P Global India Manufacturing Purchasing Managers’ Index measures the performance of the manufacturing sector and is derived from a survey of 500 manufacturing companies. The Manufacturing Purchasing Managers Index is based on five individ

Banks and financials have been underperforming in recent years. BSE's Bankex Index has gained 1.8% in the past year, 16.52% in three years and 54.77% over the past five years. In comparison, the benchmark Sensex has gained 6.6% in the past year, 39.4

The Indian automobile industry managed to make a recovery in May 2022 and has registered healthy growth in terms of vehicle sales when compared to the same period last year. Domestic manufacturers like Maruti Suzuki, Tata Motors, Mahindra, and Kia am

The ongoing geopolitical conflict in Europe has imparted strong shocks that have the ability to cause a global economic slowdown and, simultaneously, keep inflation elevated. Negative externalities are already rippling through financial and commodity

Indian steel producers are staring at a sharp correction in margins in H1FY23E led by a combination of: weak regional prices as Covid led lockdowns in China impacted demand more than supply, stubbornly high coking coal prices, lower steel reali

The beauty of Zee’s broadcasting business from FY2012 to H2FY20 was steady in domestic subscription and advertising revenues that far exceeded cost inflation, driving EBITDA margin expansion to 30%. EBITDA margin has collapsed to 20% over the past