The first was wholesale funded banks and non-bank finance companies.
China has cast a long shadow on India's economy.
Lower fuel subsidy payouts might restrict gross fiscal deficit in FY15.
Returns turn negative as FIIs turn sellers of equities in October.
Import bill for September rises to $3.5-4 billion as traders and retailers stock up the precious metal.
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.
A veteran bullion analyst expects monthly import to average 50 tonnes till December.
Infosys: Sikka magic may revive double-digit revenue growth
Despite the recent imposition of import rule and high duties, the yellow metal continues to attract buyers.
Oil subsidies to fall 44% in FY15.
JLR volumes could hit million units by 2019, stock trading at discount to other premium automakers
Inflows from Europe, falling crude oil to come to the rescue if rupee cracks against the dollar.
Inflation trajectory does not match the slump in demand, prolonged pause on rates likely.
Rally restricted to big stocks; FIIs have hit investment caps in many large companies.
But return on equity deteriorated for 7 of the 12 firms analysed.
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