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"Attention Investors
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Parsing policy conundrums in changing Global order
Exports cushion the deficit
Borrowing calendar sticks to the script
Growth slips but core profitability improves after a long gap
BII deal unlocks value for E-PV business; Buy
Q1 a tad below estimates; remains cautiously optimistic
IPL: BCCI wins big; DisneyStar and Viacom18 bag bragging rights
Strong generation continues
Energy price spike to benefit upstream and GAIL; OMCs’ valuation also attractive
Forays into paint business
Multiple triggers to drive outperformance
Beneficiary of impending PV upcycle
Mega Merger to drive economies of scale
Hitting the right chords
16 April - 30 April
TCS – Result 12th April
Dec’20 Institutional Flow Tracker: FII inflows drove price performance in Dec’20