MS-India Index Earning Revision (May): Vedanta, Hindustan Petroleum, Bharat Petroleum, HDFC Bank
We analyzed MS-India's consensus for May 2026 and highlighted changes of EPS in Vedanta, Hindustan Petroleum, Bharat Petroleum, Grasim Industries,...
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India Liquidity Update: Widening Crisis of Confidence, NBFCs and Developers Struggle for Liquidity
India’s financial markets are witnessing the highest number of liquidity issues since the global financial crisis. These include IL&FS, Dewan...
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India On The Ground: No Sign of Recovery in the NCR Real Estate Market, Things Could Get Even Worse
In this week, we spent three days to figure out if things are improving in the National Capital Region (NCR) of Delhi's Real Estate market. We...
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India Real Estate Stocks: Putting the Cart Before the Horse
India’s BSE-Realty index rallied 133% over CY2017 on the theme of RERA induced consolidation and low interest rates Telling signs of poor demand...
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India Real Estate: New Accounting Norms Pose Major Dilemma for DLF
New accounting norm on revenue recognition forces developers to shift from percentage completion to project completion This increases volatility...
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