JM Financial bets on UltraTech, Ambuja & JK Cement amid cement sector revival

UltraTech Cement, Ambuja Cements, and JK Cement have received ‘buy’ ratings from JM Financial due to promising growth prospects amid sector recovery driven by infrastructure and housing initiatives. UltraTech is highlighted for its robust strategy, while Ambuja and JK Cement show significant upside potential. The industry’s consolidation and cost optimization are set to enhance profitability […]

ICICI Bank’s B Prasanna sees no immediate risk of rupee hitting 90 against dollar

B Prasanna from ICICI Bank discusses the recent depreciation of the Indian rupee due to global dollar strength, suggesting that allowing the rupee to depreciate, injecting liquidity, and considering a rate cut could support growth. He downplays concerns about macroeconomic impacts, citing low inflation and the potential for improved export competitiveness.