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Goldman Sachs says the demand for base metals is not going to slow down for another two years. But it advises investors to be selective.
Credit Suisse Securities is bullish on the real estate sector but feels that investors need to be choosy, given high valuations.
Enam Securities feels that most pharma companies will continue with lukewarm performance in 2007.
ICICI Securities is bullish on the telecom sector but has differing views on three major players.
SSKI is bullish on the construction sector given the large number of infrastructure projects in the pipeline.
Valuations of cement stocks seem to be reasonably priced. Companies are upgrading their recommendation to ‘reduce’ from ‘sell’.
Steep rise in lending rates and increased pressure on cost of ownership have cut down auto sales in the month of March.
Enam Securities believes that the sell-off in the real estate and construction sector has cleaned out the froth .
The Indian pharma sector is poised to turn a corner on the back of excellent growth in first nine months of 2006-7.
Emkay Research is very bullish about the prospects of the Indian mobile telephony sector.
The government’s thrust on infrastructure development has triggered major investments in the core sectors of power, mining, transport, etc.
Enam Securities is not enthused about the auto sector because of rising interest rates.
SSKI expects engineering firms to outperform considering the fat order books and massive capex plans.
Here we rate the performance of some of the leading companies in the power sector, such as NTPC, Reliance Energy, etc.
Here we take a look at different companies doing well in the FMCG sector. ICICI Securities is upbeat on the consumer non-durables sector.
The Indian mobile market is in the sweet spot with regard to growth.
Refining hit a 12-month high led by surging global fuel prices that hurt retail and petrochem margins.
The Indian obsession with jewellery continues unabated. But people have also started looking at other forms of gold as an investment.
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