April 2019 3 India Strategy | India's PE movement: Politics to Economy India's PE movement: Politics to Economy Banks dominate the earnings revival Politics to dominate 1QFY20 narrative; Ex-Bank..
India's corporate profit to GDP ratio dropped from 7.8 % to 3 % over 2008-18. For the Nifty-500 universe, the ratio has declined from 5.5 % to 2.8 % - a-15 year low- over the same period. Earnings hav..
The two key drivers of Intrinsic Value are Return on Equity (RoE) and Earnings growth Companies create Intrinsic Value only when they earn RoE higher than Cost of Equity Low RoE companies&..
Biggest Wealth Creator: TCS has emerged as the biggest Wealth Creator for the period 2012-17, retaining the top spot it held in the previous four study periods (2011-16, 2010-15, 2009-14 and 2008-13) ..
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