Data● Neutral for Indian equities
GDP growth data masks weak domestic value creation: Dhananjay Sinha
The brief
- Dhananjay Sinha said inflation and input costs may become bigger concerns in Q2 than Q1
- Manufacturing sentiment rebounds in Q2 as production, orders improve; cost pressures rise: FICCI
- Godrej Consumer expects high-teens Q2 revenue growth despite inflation
- Marico Q2 Update: Co optimistic of surpassing near-term guidance, sees margin improvement; Stock gains
- Hospital stocks face valuation reset risk as price-cap fears expose margin pressure
- The oil shock hasn’t stopped the factory boom. It may be changing what factories make | Explained