India’s economy and the ‘elegant excuse for being incompetent’

External Affairs Minister S Jaishankar, known for his sharp comebacks, waded into the ‘services-versus-manufacturing’ debate yesterday. “I have always believed that this focus on services was actually an elegant excuse for being incompetent in manufacturing,” he said in his inimitable style.

Dr Reddy’s tumbles 7%! Here’s what brokerages recommend

Dr Reddy’s Laboratories reported an 890% YoY surge in March quarter profit at Rs 960.1 crore but shares tumbled nearly 7% to Rs 4,545 in Thursday’s trade. While its revenue from operations increased by 15.28% YoY to Rs 5,843 crore, total expenses were down 4% at Rs 5,132.2 crore. US revenues fell 17% QoQ. Jefferies […]

Bank of England set to raise UK interest rates to highest level since 2008

The Bank of England is expected to raise interest rates by 0.25% to 4.5% as it tackles inflation in the country. It is the bank’s 12th rate increase since late 2021 and the highest level since late 2008. This action was taken to keep a lid on the rising prices stoked by bottlenecks and Russia’s […]

Neither PE nor PB, Mukherjea uses this metric to pick financial stocks

When valuing Indian financial stocks, traditional methods like discounted future cash flows are impractical due to their lack of free cash flows. Dalal Street’s top stock picker Saurabh Mukherjea recommends using the “residual income” model instead. The model calculates return on equity (ROE) minus cost of equity (CoE) to determine the economic value add of […]

10 stocks that saw strong QoQ EPS growth in Q4. Do you own any?

Earnings per share (EPS) indicates how much money a firm earns for each share of its stock and is a widely-used metric to estimate corporate value. A higher EPS indicates greater value because investors will pay more for the company’s shares if they believe the company has higher profits relative to its share price.According to […]