[www.niftyviews.com:23517] Fwd: Sun Pharma: Ghosts Of Halol Plant/Ranbaxy & USFDA Is Still There ??

Forwarded Message Subject: Sun Pharma: Ghosts Of Halol Plant/Ranbaxy & USFDA Is Still There ?? Date: Tue, 10 Nov 2015 08:51:47 +0530 From: Asis Ghosh Reply-To: asis...@gmail.com The stock is down by nearly 38% from its April'15 peak & may

[www.niftyviews.com:23518] India: 10Y GOI @ 7.78; Rupee @67; Importing Inflation Is Real

India imports a lot of goods, but we tend to make it up with two things: Service exports and inward remittances. (We don’t make all of it up, but yes, that’s a good chunk) These make up most of the “invisibles” in India’s trade. Invisible, as in not visible in ports and trading points, because

[www.niftyviews.com:23511] IDFC And IDFC Bank Will Seek Much Lower Levels

IDFC’s earnings continue to be tepid as balance sheet contraction persists while spreads remain under pressure (20bp QoQ decline). Asset quality deteriorated sharply with GNPLs increasing by 81% QoQ however hefty one‐time provisioning of Rs25bn resulted in a decline in net stressed