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Rakesh Arora Of Macquarie Research

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How Dalal Street may gain from European Central Bank stimulus

Euro 60 bn/month bond buys might drive bulls in Indian markets On a day when the benchmark BSE Sensex breached the 29,000 mark for the first time, European Central Bank President Mario Draghi......

India a cheap emerging market relative to earnings growth

India has one of the lowest valuations relative to its growth — the third-smallest among 13 emerging markets.With both its price-earnings multiple and growth in the mid-teens, its PEG......

IT, pharma rally expected to continue

Notwithstanding a strong run by the S&P BSE Information Technology (up 60 per cent) and S&P BSE Healthcare (up 22 per cent) indices in 2013, most brokerages are still positive on these two sectors......

Expect bull charge on stock markets today

A day after the Bharatiya Janata Party (BJP) breezed through in three of the four states that went to polls, bourses are expected to see a ‘mini celebration’ on Monday. The popular......

Monsoon worries keep stock markets on edge

The bad news for the stock markets seem to be unending. Just when things were beginning to look up, in the form of an assertive action plan from the government, the monsoon has started playing......
  Web results for Rakesh Arora Of Macquarie Research
8 numbers to watch out for

Economists questioned Jaitley's revenue projections in the interim budget in July, saying they looked unrealistic. Photo: PTI New Delhi: If... ...

http://www.livemint.com/Politics/mYC5Sl2UliDFjpvDPVMUiK/Eight-numbers-will-help-you-know-if-Modis-budget-can-fix-In.html
India readies budget as investors seek proof Modinomics is real

New Delhi: If Morgan Stanley is right, Prime Minister Narendra Modi 's first full-year budget on Saturday may be the most important since India... ...

http://www.livemint.com/Politics/qQDsIaTPkmQbQcfQ7CEHaL/India-readies-budget-as-investors-seek-proof-Modinomics-is-r.html
Markets rise to a 3-week high

Email this Print Indian stocks advanced for a seventh day, with the benchmark index posting its longest winning run in three weeks, as... ...

http://smartinvestor.business-standard.com/market/Marketnews-295734-Marketnewsdet-Markets_rise_to_a_3_week_high.htm
HDFC Bank set to outperform after a muted year in 2014, say analysts

MUMBAI: The HDFC Bank stock may outperform the broader market this year after remaining an underperformer in the banking index last year, say... ...

http://economictimes.indiatimes.com/markets/stocks/news/hdfc-bank-set-to-outperform-after-a-muted-year-in-2014-say-analysts/articleshow/46306531.cms
Assured coal link boost for Hindalco despite hefty bid, say analysts

The landed cost for coal mined from the Kathautia mine would be around Rs. 4,000-4,500 per tonne, if mining and other costs are added to the bid... ...

http://www.livemint.com/Industry/D2LWKtSOKYT4fUCcUqIPcN/Assured-coal-link-boost-for-Hindalco-despite-hefty-bid-say.html

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