Use of Aadhaar on Skype Lite and LinkedIn will allow Microsoft to bring on board millions in small towns and rural areas lacking e-mail IDs, reports Sheetal Agarwal.
While larger companies like Nestle India, Britannia and the like are often mentioned, some mid-cap companies are also expected to grow at a rapid clip.
Slowing growth, stronger rupee and higher local hiring to pull firms down this financial year
Premiumisation, improving demand aid realisation growth at most large firms
The continuing stress faced by corporate India has weakened their debt-servicing capability and this is reflected in the banks' books, as yet-burgeoning bad loans.
Historically, overall credit has grown at 1.6 times GDP growth
The use of Aadhaar on Skype Lite and LinkedIn will allow Microsoft to bring on board millions in small towns and rural areas lacking e-mail IDs.
While companies having fewer visa holders in the US seem to be less exposed to rising protectionism, most front-line IT stocks are trading at attractive levels and, to a large extent, factor in near-term headwinds.
'The number of first-time investors into MFs can grow four times more than the current rate if we are able to accept the bank KYCs.'
While the BSE's asking valuation is reasonable, compared to peers, there are some factors that long-term investors need to consider before investing.
'I expect a demand stimulus in the Budget. 'There has been such a shock to the economy that such a stimulus would be needed.'
While rate cuts may increase churn between banks, these may not boost credit offtake meaningfully.
Unless RBI temporarily relaxes the norms on recognising of bad loans, the pressure on this front could rise in the December quarter.
Jio's100-million subscribers target appears an uphill task in the next one month, believe analysts. Also, the existing subscribers are already witnessing slowdown in data speed thanks to the high traffic.
After demonetisation, sharp fall in PE valuation offers an attractive entry point into some quality names and these 3 FMCG companies are expected to see the fastest growth in earnings with at least 15 per cent upside potential
FY17 GDP growth faces cash crunch heat
The move to ban Rs 500 and 1000 notes may not curb the root cause of black money.
Possibility of higher growth and relatively cheaper valuations makes Street more positive on Infosys, says Sheetal Agarwal.
With the government's focus on environment-friendly fuel, Indraprastha Gas, Mahanagar Gas and Suzlon's earning prospects look bright
With two top exits and uncertainty on growth strategy, Jubilant is likely to remain under pressure