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Rakesh Arora Of Macquarie Securities

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What's in store for the cement sector?

Rakesh Arora of Macquarie Securities says that the dispatch numbers of cement companies released recently look quite reasonable. Excerpts from CNBC-TV18's exclusive interview with Rakesh Arora:......

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......
  Web results for Rakesh Arora Of Macquarie Securities
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,... ...

http://www.rediff.com/money/report/how-dalal-street-may-gain-from-european-central-bank-stimulus/20150123.htm
Macquarie

In an interview with CNBC-TV18’s Udayan Mukherjee, Macquarie Securities' Bharat Rawla and Rakesh Arora shared their perspective on RBI's... ...

http://www.moneycontrol.com/news/market-outlook/govt-rbi-nowtandem-to-push-economic-growth-macquarie_1275250.html
Corp earnings set for lacklustre third quarter

Continuing demand slowdown, price fall would see revenue and net profit at Nifty 50 companies grow slow in December quarter; rebound likely in Q4... ...

http://www.dnaindia.com/money/report-corp-earnings-set-for-lacklustre-third-quarter-2052307
Axis valuation expected to sustain

2014's top performer in the Nifty universe may post better loan growth and stable margins, say observers Sheetal Agarwal | Mumbai January 1, 2015... ...

http://www.business-standard.com/article/companies/axis-bank-highly-leveraged-to-economic-recovery-reforms-115010100139_1.html
Economic recovery, reforms to sustain Axis' current valuations

Related to : Axis Bank Ltd Axis Bank Ltd BSE 01 Jan 15 | 12:00 AM 501.95 -0.1 (-0.02%) NSE 01 Jan 15 | 12:00 AM 503.05 0.65... ...

http://smartinvestor.business-standard.com/market/Marketnews-285971-Marketnewsdet-Economic_recovery_reforms_to_sustain_Axis_current_valuations.htm

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