'Markets should be driven more or less by earnings growth.'
Market players say the government is likely to attempt, at least, one big-ticket sale this month.
So long as there are concerns about world trade, growth and oil prices, the domestic market will remain volatile.
Stellar results compared to TCS led to reversal of valuation discount.
While most analysts remain positive on TCS and Infosys, they are cautious on Wipro.
India has always been a good bet in relative terms during crises/turbulent times in emerging markets (EMs).
Experts prefer domestic consumption-driven plays and defensives such as information technology and pharmaceuticals
Mindtree, eclerx and Hexaware are trading at similar valuations to that of the larger peers.
Intensifying competition and possibility of further legal action to test expectations of recovery.
Analysts expect the company to post 6.2% sequential growth in rupee revenue.
Theoretically, there is an inverse relationship, but other factors need to fall in place for it to work well this time
Company's revenue growth is likely to be volatile going ahead
Experts feel select companies in banking, automobiles, financial services & real estate will gain from lower interest rates
Cipla, though late in changing its strategy for international markets, has in recent years taken an inorganic route for expansion.
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.
The reason is believed to be a 19% increase in interest cost.
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