| Glenmark Pharmaceuticals: US launches and cash generation remain key triggers; upgrade to ADD from REDUCE |
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| Stock turns attractive on a relative basis |
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| US generics - dermatology launches hold the key |
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| US Dollar-denominated debt appears manageable |
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| Sector alerts |
| Automobiles: Sluggish sales signify weak start to the festive season |
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| Hero Motocorp performs better than peers |
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| Maruti Suzuki volumes in line with estimates |
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| M&M UV volumes continue to post steep decline |
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| Tata Motors standalone business remains under pressure |
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| Key themes to play in the sector |
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| Industrials: Land acquisition bill - clarity in process; industry to fend for itself |
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| Key highlights - markedly different form old law in terms of scope, consent, price, rehabilitation |
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| Parliamentary standing committee (broader political opinion) had stricter suggestions |
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| State Governments have a strong leeway in setting price, thresholds for R&R in private acquisition |
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| Defined process is a positive; industry has to fend for itself |
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