For banks, the extension of moratorium by another three months has two sides.
Trump has imposed 25 per cent tariffs on Chinese imports worth of up to $60 billion.
The government’s income projections have been consistently plausible in the past few years.
Higher oil prices along with a depreciating rupee could confront the pricing freedom of OMCs.
Many midcaps have now come of age and their profitability is admirably high.
Indian IT sector has seen five years of sub-teen revenue growth, falling to sub-10% in FY17.
Dearth of approvals is tied to lack of clean facilities at Sun Pharma and Dr Reddy’s.
Irrespective of the highs & lows of the dollar and whether the Fed hikes rates or maintains status quo, both Indian equities and the rupee have been resilient.
The staple Buffett candour is writ on every page, so is his rock-solid conviction including his incisive take on the emotion of fear.
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