Asset quality stress has ballooned recently, as growth slowed and interest rates continued to rise.
Brokerages expect better financials as management is determined to improve profitability.
Analysts believe total cost of production at Rs 1,000/tonne reasonable for power firms.
Pawan Hans could command a valuation of 8-10 times earnings.
Higher growth, reform bets have boosted returns but leave limited room for error.
Product launches to drive incremental volume growth for players such as Maruti Suzuki; medium and heavy commercial vehicle revival on track.
These companies had an accumulated loss of Rs 55,656 crore (Rs 556.56 billion) in 2012-13.
If Chinese growth starts falling, sharply or otherwise, the risk on trade might reverse.
The first was wholesale funded banks and non-bank finance companies.
Experts believe there are more such decisions in the offing, which along with a recovery in economic growth and India Inc.
Lower fuel subsidy payouts might restrict gross fiscal deficit in FY15.
Returns turn negative as FIIs turn sellers of equities in October.
It, however, lags other states on crucial parameters such as health care and rural poverty.
Bank of America Merrill Lynch believes this would ease pressures on CAD as $10 a bbl fall in oil price reduces CAD by $8 billion or 0.4 per cent of GDP.
Over the past four quarters, the Sensex companies' earnings trajectory has improved sharply because of a weak rupee.
Bajaj Auto's margins are expected to expand 100 basis points, as volumes have recovered.
Deutsche Bank says rising debtor days and low customer advances imply significant net working capital requirement.
Financial assets make a comeback as returns on physical assets falter.
The rating outlook change is relevant now, as the US Federal Reserve is set to end its monthly bond-buying programme in October.
Infosys: Sikka magic may revive double-digit revenue growth
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