The government's fiscal deficit could see a short-term increase due to proposed changes in the Goods and Services Tax (GST) structure, but the growth boost is expected to outweigh the temporary slippage, according to a report by Emkay Research.
Smaller FMCG (Fast Moving Consumer Goods) companies in India are growing faster than their larger competitors, according to a recent report by Emkay Research.
Current bullion market is focusing on a combination of factors which includes direction of US interest rates, weakness in USD, among many others factors for further guidance, noted a recent report by Emkay Wealth Management.
A sustained revival in vehicle sales is critical for long-term growth in the Non-Banking Financial Companies (NBFC) and insurance sectors, according to a report by Emkay Research.
The NBFC and insurance segments are expected to perform better in the second half of FY26, supported by a friendlier regulatory environment and continued growth push from both regulators and the government, according to a report by Emkay Research.
Aggressive discounting in the FMCG sector is beginning to backfire, with consumers increasingly associating heavy price cuts with compromised product quality, according to a report by financial management firm Emkay Global.
Despite recent volatility and rising conflicts between Israel and Iran, Brent crude oil prices are expected to average around USD 70 per barrel in FY26, according to a report by Emkay Research.
The Indian automobile industry is expected to face disruptions following China's decision to tighten export controls on rare earth elements (REEs), which are critical in manufacturing chips used in automobiles, according to a report by Emkay Research.
India could see a loss of around USD 6 billion, or 0.16 per cent of its GDP, in exports to the US if broad tariffs of 10 per cent are enacted, Emkay Global, a research & investment firm, said in a latest report.
The report says that the states are likely to spend less in the Financial Year (FY) 2025, to check the fiscal deficit-to-GDP ratio (by 20-30bps) than the budgeted 3.2 per cent.
Industrials, IT, and Energy have been downgraded to a Neutral stance, while Financials, Staples, and Materials remain Underweight due to valuation concerns and structural headwinds.
The Reserve Bank of India (RBI) will have to look for additional measures other than a rate cut to infuse enough liquidity in the banking system according to a report by Emkay Research.