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.
For growth sustain at these levels, private services need to recover.
Also, the combination of a new entrant and new technology is not necessarily good.
Even as good days continue to elude the economy at large, they seem to have arrived for Maruti Suzuki.
IT sector's trading multiples hit post-Lehman lows, providing good entry points.
Street believes premium valuations justified, as port traffic is expected to grow at a CAGR of 16% over FY14-16.
Bharti's operating margin for India wireless business grew 80 basis points sequentially to 34.9 per cent.
Operating margins decline to 10.3% in March quarter on one-time payouts but may recover to 12% in FY2015.
The verdict on deemed licences has the Street question whether Sesa Sterlite owns any mines in Goa.
Foreign investors are betting top dollar on the country as growth is likely to recover at a time when other emerging markets are battling macroeconomic adjustments.
Higher input cost is likely to weigh on Auto sector's Q4 numbers.
Analysts cut upstream firms' FY15 earnings estimates, while raising those for GAIL and Gujarat Gas.
Compared to their Indian peers, MNCs have higher return ratios.
Hailstorms may cause Rs 12k-cr crop damage, El Nino a bigger worry.
Capital infusion of $30 bn over two years needed amid high dividend payouts and impairment ratios.
Analystsare showing optimism in Sensex EPS growth after double digit growth in the second quarter of current year.
Naik is passionate about protecting India's manufacturing sector from the onslaught of Chinese imports.
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