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.
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.
Product launches to drive incremental volume growth for players such as Maruti Suzuki; medium and heavy commercial vehicle revival on track.
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.
Lower fuel subsidy payouts might restrict gross fiscal deficit in FY15.
Returns turn negative as FIIs turn sellers of equities in October.
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
Oil subsidies to fall 44% in FY15.
JLR volumes could hit million units by 2019, stock trading at discount to other premium automakers
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