At the end, however, Allen finds too much of what he calls positive thinking can boomerang.
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.
In any case, Ghosh could take lessons from the best professionally managed companies all over the world that always groom the CEO successors well in advance.
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
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.
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