Archive for the ‘Sector overview’ Category

Pharma Sector Overview for Q2-FY2009

October 1, 2008. Tags: , , ,  •  No Comments

Many of the top pharmaceutical companies are expected to report a healthy 23% increase in revenues for Q2-FY2009. It would mainly be driven by a steady growth in the domestic market, the new product launches in the regulated markets, a strong growth in the contract research and manufacturing services businesses and the consolidation of the acquisitions made in the previous year. With exports accounting for over 50% of the pharmaceutical industry’s revenues, the weaker rupee would also aid the top line …

Read complete post >>

Banking Sector Overview for Q2-FY2009

September 29, 2008. Tags: , , ,  •  No Comments

The condition of India’s macro-economy as well as banking sector remains weak with inflation hovering at 12% levels, the rupee weakening against the dollar, the fiscal deficit widening and persistent fears of an economic slowdown. All this translates into myriad concerns pertaining to the visibility of banks’ earnings growth. Further, the dislocation in global financial space has resulted in either the bankruptcy of the major players (Lehman Brothers Holdings) or voluntary/forcible sell-out of the others (Merrill Lynch, Wachovia, Washington Mutual).

Amidst …

Read complete post >>

Newer Entries »