Experts feel select companies in banking, automobiles, financial services & real estate will gain from lower interest rates
One of the reasons is the increasing number of upgrades in analysts' recommendations.
After last Monday's massive fall in the Indian markets, a lot of quality stocks have fallen significantly.
Experts believe volatility is here to stay for some time, at least till China stabilises and clarity regarding the US Fed's interest rate move emerges.
Attractive pricing coupled with improving prospects make the offer lucrative
Telecom companies (Airtel, Vodafone, ABNL-via Idea Cellular), which enjoy larger reach, appear to be better placed among the key companies bagging payments bank licences.
A 150 basis points fall in realisations too weighed on the top-line.
Bloomberg estimates revenue at Rs 25,328 crore, up 4.6per cent sequentially and EBITDA margin of 27.2per cent
Nestle, for the record, does not give a break-up of its exports.
Row also provides an opportunity for key competitor ITC (Yippee noodles) to step up market share in the prepared dishes segment
Infosys' aspirations to improve revenue per employee might also prove to be a tall task, believe analysts.
Tata Steel's margins may remain under pressure in FY15.
The talent gap in the industry is huge, says N Chandrasekaran, MD & CEO, TCS.
Recent rates cuts by most banks may not have a significant impact on margins, say analysts.
It was a year of big gains for equity investors.
Tata Steel's domestic operations have been its cash cow.
SBI remains a favourite of most brokerages in the PSB segment.
Oil imports are a third of India's total import bill.
TCS had in recent weeks been the subject of reports of a large number of layoffs.
TCS is confident of bringing in industry-leading numbers, despite soft third quarter results
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