Raamdeo Agrawal, joint managing director at Motilal Oswal Financial Services, tells Sheetal Agarwal key trends in this earnings season and investment themes in Indian markets.
Premium valuations and lack of big triggers will weigh on Indian equity markets in the near term, believes Mahesh Nandurkar, India Strategist, CLSA.
'We are at a time and position that we do not need higher number of visas.'
Banking and telecom will see the highest impact of this transition.
Most positives seem to be factored into current valuations.
Currently, 40 per cent of the front and back panel of cigarette packs is covered with warnings.
The gains will be gradual as the measure will be executed over 12 months or so.
Existing bank deposits will continue with past rates until renewed on maturity.
'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.
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
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