Page 4 - Crisil
Quant Active Fund: Long-term outperformance via active portfolio churn
The fund is managed by Ankit Pande, Vasav Sahgal, and Sanjeev Sharma
 "Quant Active Fund: Long-term outperformance via active portfolio churn")
A turning tide for ICTT following the political turmoil in Sri Lanka
The transshipment port at Kochi sees opportunity in the Sri Lankan crisis to attract more cargo from Colombo
 "A turning tide for ICTT following the political turmoil in Sri Lanka")
Inflation getting broad-based, RBI set to hike repo by 100 bps: CRISIL
The RBI hiked its key rate by 0.40 per cent in a surprise move last week while keeping an accommodative stance
 "Inflation getting broad-based, RBI set to hike repo by 100 bps: CRISIL")
Domestic Copper prices may drop to Rs 720-725 per kg in FY23: Crisil
The price of copper wire bars averaged Rs 738 per kg (ex-factory) in FY22, a 42 per cent rise year-on-year, with rates breaching Rs 800 per kg in March before retreating to Rs 790 per kg
 "Domestic Copper prices may drop to Rs 720-725 per kg in FY23: Crisil")
Birla Corporation down 7%; stock hits 52-week low on growth worries
The management remained cautious over profitability of cement companies in the near future as it does not anticipate any relief in cost pressure.
 "Birla Corporation down 7%; stock hits 52-week low on growth worries")
Russia-Ukraine conflict: Cement prices expected to increase by 6-13%
According to industry sources, coal and petcoke prices have increased sharply by 30-50 per cent in the last 6 months due to the Ukraine crisis.
 "Russia-Ukraine conflict: Cement prices expected to increase by 6-13%")
Securitisation value rises 50% to Rs 1.35 trn in FY22: Report
Disbursements also picked up, necessitating incremental funding requirements. More than 130 financing entities securitised their assets in the past 12 months
 "Securitisation value rises 50% to Rs 1.35 trn in FY22: Report")
Fire incidents unlikely to impact EV sales in long-term, says Crisil
There has been a spate of incidents where electric vehicles have caught fire, with the recent one reported from Nashik in Maharashtra
 "Fire incidents unlikely to impact EV sales in long-term, says Crisil")
Rules, input costs to make car ownership expensive in 4 yrs: Crisil study
ICE-powered vehicles to pinch more
 "Rules, input costs to make car ownership expensive in 4 yrs: Crisil study")
EVs present an opportunity of almost Rs 3 trn for stakeholders: CRISIL
The opportunity includes potential revenue of Rs 1.5 trn across vehicle segments for vehicle makers, component manufacturers and Rs 90,000 crore in form of disbursements for vehicle financiers.
 "EVs present an opportunity of almost Rs 3 trn for stakeholders: CRISIL")
If your fund has beaten tier-II benchmark, just don't exit: Analysts
Stick to it, even if it lags its tier-I benchmark and category average
 "If your fund has beaten tier-II benchmark, just don't exit: Analysts")
Gold jewellery retailers' revenue may rise 12-15% in FY23: Crisil
This is as per an analysis of 82 of them rated by Crisil Ratings, which accounts for 40 per cent of the sector's revenue
 "Gold jewellery retailers' revenue may rise 12-15% in FY23: Crisil")
Textile sector's growth to continue next fiscal as well: CRISIL SME Tracker
Margins will continue in the 10-12 per cent range in FY23 as well
 "Textile sector's growth to continue next fiscal as well: CRISIL SME Tracker")
Two years of Covid: Metals get their shine back as demand fuels rally
According to CRISIL Research, base metals are currently at their highest levels since 2008, while steel prices in Europe are at an all-time high
 "Two years of Covid: Metals get their shine back as demand fuels rally")
IDFC Tax Advantage (ELSS) Fund: Tax savings with long-term growth
The fund has outperformed the benchmark (S&P BSE 500 TRI) and its peers (funds ranked under the ELSS category in December 2021 CMFR) in the past 1-, 2-,3-,5-, 7- and 10-year trailing periods
 "IDFC Tax Advantage (ELSS) Fund: Tax savings with long-term growth")
Inflation expected to average 5.4% in FY23, says CRISIL's DK Joshi
In an exclusive interaction with Arup Roychoudhury, CRISIL Chief Economist D K Joshi said the spike in commodity prices due to the war in Europe would impact household inflation. Listen in
 "Inflation expected to average 5.4% in FY23, says CRISIL's DK Joshi")
We see inflation averaging 5.4% in FY23: Crisil Chief Economist D K Joshi
In a Q&A, he says the Ukraine war-led spike in commodity prices will impact household inflation, and that the capex thrust by the Centre and states may take a slight hit
India's GDP growth expected at 7.8% in fiscal 2023, says Crisil
India's gross domestic product (GDP) growth is expected to come in at 7.8 per cent in fiscal 2023, said ratings agency Crisil.
 "India's GDP growth expected at 7.8% in fiscal 2023, says Crisil")
India may grow at 7.8% in FY23 with risk tilted towards downside: Report
The country is expected to register a growth rate of 8.9 per cent in the current fiscal ending March 31
 "India may grow at 7.8% in FY23 with risk tilted towards downside: Report")
Crisil pegs national highways toll road traffic growth at 7-9% for FY22
A significant reduction in mobility in the second half of 2021-22 will restrict growth in toll road traffic on national highways to a moderate 7-9 per cent for the full year, Crisil Ratings said
 "Crisil pegs national highways toll road traffic growth at 7-9% for FY22")
