Recent rates cuts by most banks may not have a significant impact on margins, say analysts.
In the December quarter, Sensex earnings had contracted 5 per cent.
It was a year of big gains for equity investors.
'There is no change in the overall story of economic recovery.'
SBI remains a favourite of most brokerages in the PSB segment.
Oil imports are a third of India's total import bill.
India Inc did not perform well during December quarter.
When big offers hit the market, broader indices corrected 2-4%
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
Some analysts believe underperformance of the TCS stock may continue.
Half of the sharp rise in stocks in 2014 was driven by re-ratings - rise in price-to-earning ratios on hopes the new government would turn around the economy which will reflect in corporate earnings.
The S&P BSE Sensex has rallied about 28 per cent in 2014, after formation of a stable government at the Centre.
RCap had proprietary investment book of Rs 2,000 crore (Rs 20 billion) as on end-March and owns stake in a host of companies.
Weak production outlook, low crude oil prices and regulatory issues could keep the scrip in check
Higher growth, reform bets have boosted returns but leave limited room for error.
These companies had an accumulated loss of Rs 55,656 crore (Rs 556.56 billion) in 2012-13.
The first was wholesale funded banks and non-bank finance companies.
Mid-caps in cyclical sectors such as cement, financials and capital goods estimated to earn much more
Experts believe there are more such decisions in the offing, which along with a recovery in economic growth and India Inc.