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July 7, 2024
we start here in the uk where the bank of england has given its bleakest forecast in recent memory — a prolonged recession is on the way, starting this autumn and continuing all of next year and into 202a. if accurate, it would be the longest downturn for the uk economy since the financial criss in 2008. inflation is predicted to hit more than 13%, driven by the sharp rise in energy bills. and in an effort to rein in soaring prices, the bank has raised interest rates by the most in 2...
February 14, 2024
Ashwini Agarwal of Demeter Advisors hopes for a more even recovery in the Indian economy, rather than just benefiting the rich. He expects the release of government capex to ease liquidity and boost consumption. He sees opportunities in attractive consumer staples stocks with benign raw material prices and constructive margin outlook.
April 18, 2023
Apart from the lagged benefit of softening commodity costs, margins are likely to see tailwinds from operating leverage and a richer product mix.
August 5, 2022
Releases is closely watched monthlyjobs data and the report is expected to show that you us economy added around 260,000 jobs last month. if thatis 260,000 jobs last month. if that is correct, it is a healthy number, but it is still at the lowest total since december 2020. all of this suggests that americas labour market is in good shape however the expected slowdown in the face ofjob creation shows it is not immune from the cool breeze of higher borrowing costs, slower demand environment and ri...
May 28, 2021
Prabhudas LilladherNocilTarget: ₹251CMP: ₹201.95We increase our estimates for FY22/23 as we increase our volume and realisation assumptions. Demand environment improved in domestic and international m
April 26, 2021
Have you seen any impact of the Covid second wave on demand? C Vijayakumar: So far, we have not seen any impact in the demand environment. The demand environment remains very robust because a lot of clients in most verticals are accelerating two kinds of initiatives. One is cost optimisation or variablising the cost structures. The second set of initiatives are around business transformation or digital transformation, investing in the new technologies to deliver differentiated business outcomes...