Spotlight likely on cement, metals, road cos
New initiatives expected to bear fruit by middle of 2015
Modest growth projections hits IT sector.
India Inc did not perform well during December quarter.
India gains at the expense of Russia and Brazil
New series points to a sharp recovery since FY14.
India is world's one of the biggest e-commerce markets.
Analysts factor in 200-300-bps impact on sales in FY16
When big offers hit the market, broader indices corrected 2-4%
Infosys has better days ahead, say analyst.
Global investors are fast losing appetite for equities, as deflation seems more of a reality. With commodity prices collapsing, few safe havens are left for investors, with many of the BRICS(Brazil, Russia, India, China and South Africa) losing their charm.
Half of the sharp rise in stocks in 2014 was driven by re-ratings - rise in price-to-earning ratios on hopes the new government would turn around the economy which will reflect in corporate earnings.
So far, India has attracted over $20 billion in the debt segment, thanks to the rate differential.
Analysts expect robust earnings growth from the financial sector.
Experts caution against tough times in Indian equity markets in 2015.
Growth has been slowing year-on-year for the IT sector but investors have continued to bet on it.
Last week, the Consumer Price Index-based inflation for the month had contracted to 4.4 per cent.
Analysts forecast the fuel at $85 a barrel in 2015 and $90 a barrel in 2016; politics, demand-supply to pressure crude.
The rupee has depreciated 2.35 per cent in the past three months and one per cent in the past month, despite strong capital flows and falling oil prices.
A day after global brokerage firm Macquarie painted a rosy picture of the Indian economy and raised its target level for the stock indices for the next 12 months, Goldman Sachs said India is set to overtake China and become the fastest-growing emerging market during 2016-18.
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