No China dependence! Dream run for SRF, Navin Fluorine, Aarti Industries and Vinati Organics? Know what Nirmal Bang said

India specialty chemicals industry (US $32 bn) forms 4% of the global pie and is expected to grow at 12% CAGR over 2019-2025. Nirmal Bang highlights that India’s Chemicals sector has disproportionately rewarded shareholders over multiple time horizons and consistently outperformed leading indices (both domestic and global). Nirmal Bang believes that this outperformance has been […]

D-Mart Q2: Footfalls remain low, Recoveries not up to previous levels

In conversation with ET Now, CIO of Axis Securities, Naveen Kulkarni speaks on the drop in footfall of D-Mart and its’ earnings. The positive thing about D-Mart is that the FMCG business has seen a good sale in stores in the month of September. Overall recovery in Q2 has not been up to the mark.  […]

Time to own real estate assets! Check out Mumbai property developers – Oberoi Realty and Sunteck Realty

Emkay estimates that the EMI/Income ratio has declined by 40-60% over FY14-16 in Mumbai, boosting the affordability of residential properties; this, in turn, is driven by a stagnant pricing environment, all-time low housing finance rates and small unit size. Moreover, customer preference toward branded projects, regulation-driven disruption and tighter credit availability for weak players bodes […]