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See Pockets Of Opportunity In India: Masha Gordon

See Pockets Of Opportunity In India: Masha Gordon

October 10: We focus on companies with persistently high profitability and those that are adequately financed, says Masha Gordon, EM Equity Portfolio Manager at PIMCO. Keen on companies that can fix execution, she likes Tata Motors and thinks it could see further upside. Macro factors are an important overall context for investment, she says, adding that elections could help lift the uncertain environment.

Pressure On Banks’ Asset Quality: Masha Gordon

Pressure On Banks’ Asset Quality: Masha Gordon

October 10: Masha Gordon, EM Equity Portfolio Manager at PIMCO, says banks have always been subject to systemic fortunes. However, RBI Governor Raghuram Rajan is providing a more predictable liquidity environment, she says, adding that she expects Rajan's actions to be more coherent. It is important to remember that banks are leveraged institutions, she adds.

Near Impossible To Manage A Currency: Masha Gordon

Near Impossible To Manage A Currency: Masha Gordon

October 10: Masha Gordon, EM Equity Portfolio Manager at PIMCO, says the only way to manage foreign exchange is to deploy massive reserves and this is not a credible method. The only real fix for the currency is fixing the CAD and fiscal issues, she adds. She likes RBI's NRI fund-raising moves and stresses the importance for predictability and transparency of policy.

Pharma Traders Demand Higher Margins

Pharma Traders Demand Higher Margins

October 10: First there was a slowdown in sales when the new drug pricing mechanism got implemented in June 2013. Now pharma manufacturers are facing tough resistance from the traders’ community who are demanding higher margins. In many parts of the country, traders have not bought drugs since August, hitting the sales of the industry further. We tell you why traders are demanding a higher commission and evaluate its possible impact.

Jaypee's UP Power Project On Sale

Jaypee's UP Power Project On Sale

October 10: After the cement deal with UltraTech, Jaypee Group continues to look for more asset monetization to help deleverage its balance sheet. The latest asset up for sale is its Uttar Pradesh-based 1980MW power project, with some of Jaypee Group's hydro projects also on the block. In this segment, we give you the exclusive details on the company’s asset sales, its monetization plans and potential buyers.

Airport Modernisation Round 2: Existing Players At An Advantage

Airport Modernisation Round 2: Existing Players At An Advantage

October 10: Even as the Tata Group has signaled its intent to take part in the bids of the Kolkata and Chennai airports, sources tell us that the pre-qualification document gives a head-start to the existing operators if they choose to bid. In an exclusive, we tell you about that distinction being made even as the government opens the doors for infra companies with no prior airport modernization experience.

Analysts Bullish On Sun Pharma

Analysts Bullish On Sun Pharma

October 10: Sun Pharma's stock is up 50% in the last six months and almost 75% in the last year. With the second-quarter earnings season around the corner, analysts have pegged very high ranges for the company’s revenue and profit growth. Watch this segment to know why Sun Pharma has seen the growth it has and why analysts think it is a promising pick.

Tech Q2 Earnings Preview

Tech Q2 Earnings Preview

October 10: The second-quarter earnings season is around the corner, with the first big number coming from Infosys tomorrow. But how is this earnings season likely to pan out for the tech sector as a whole? In this segment, we tell you what to expect from top IT company results in a traditionally strong quarter.

India Needs Long-Term Policy On Gold: Somasundaram PR

India Needs Long-Term Policy On Gold: Somasundaram PR

October 10: World Gold Council’s Somasundaram PR says Q4 is traditionally the best quarter for gold. He sees robust gold demand growth in the festive season, with imports expected to stabilise at this time. “Restricting gold supply could lead to undesirable consequences,” he says, adding that the Indian government needs to moderate gold demand not restrict or curb it altogether.

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Stocks In News

 

CADILA HEALTH

To Consider Fund Raising Via Shares, Bonds On May 24

RUCHI SOYA

Adani-Wilmar JV Competes Patanjali To Buy Entire Stake Of Co

Deal Valued At Around Rs 5,000 Cr

Economic Times Reports

FORTIS HEALTH

Fortis Faces MCA Probe ahead of EGM

Director General to look into mismanagement charges

3 Directors nominated by promoters to quit the Board on May 22

Govt may take over the co if mismanagement reported

Business Standard Reports

BHARTI AIRTEL

Bharti's Cedar Svcs May Sell Stake Of 9.23% In Future Retail & Ent

Deal Size Valued At Rs 2,500 Cr

Economic Times Reports

FUTURE RETAIL

Acquires Foodworld Supermarkets At Rs 40 Cr

Foodworld OSouthern India

Expects acquisition to be completed within 10-12 weeks

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