An analysis of year-wise movements of average global crude oil prices versus India's GDP reveals no inverse correlation, contrary to wide belief.
Earnings spread for foreign investors down to 10-year low of 1.1 per cent, from 2 per cent at the beginning of the year and record high of nearly 5 per cent in 2013
Though Indian banks don't have large exposure to subprime mortgages, analysts are worried at the rise in their restructured loan portfolios and deterioration in credit quality.
Promoters' holding in private sector BSE 500 companies declined to 43.4% in Sept
In the past 12 months, such earnings have grown in double digits in Europe, the US, Japan and South Korea.
The index is more expensive than it was at 2014-end or when it hit a life-time high in January.
These firms reported a combined operating profit of Rs 26,077 crore (Rs 260.77 billion).
This analysis is based on the quarterly earnings for 724 companies.
While Raghuram Rajan has said in the past that other factors, including domestic fundamentals, outweigh the US Fed policy meet, this time it would be different
Mid- and small-cap companies seem to have done better than top-tier companies
The BSE Realty Index is on a downhill journey.
In five years, per-employee revenue for IT companies grew at 9 per cent each year.
Many giving double-digit returns, with India up less than one per cent; even so, it has done much better than other emerging markets.
Corporate indebtedness is now twice what it was before the global financial crisis; banks' bad loans ratio is 3.5 times higher.
Analysts say there is still no visibility of earnings improvement.
Previous peak in 2010 crossed in first five-and-a-half months this year.
There, however, has been an improvement in operating margins.
Through the past 12 months, the Bank Nifty has risen 55%
67 companies with total debt of Rs 5.65 lakh cr were either loss-making or didn't generate enough profit to cover interest cost in FY15
More than half the Sensex companies have declared their results for the third quarter and there are more positive surprises than disappointments.
HUL, UltraTech, Asian Paints, L&T, HDFC Bank top global valuation charts
With cash -- the primary medium of exchange -- all but disappearing, it is now unlikely that the expected fillip to demand on account of a good monsoon and proceeds from the Seventh Pay Commission payout will materialise.
'The government is encouraging consumption through fiscal spending in a bid to push up economic growth in the face of a slowdown in corporate investment and exports.'
Lower IT exports will raise India's dependence on capital flows to fund imports.
If financials and oil sectors were removed, India Inc has done quite well.
Analysts now expect India Inc to report a decline in both top line and bottom line for the September quarter.
With mutual funds, promoters turning net-buyers, foreign investors may have to bid up prices to raise holdings.
The growth premium India enjoyed has largely been lost.
Nifty 50 firms' net profit estimated to grow by a modest 3.1% in Q2, reports Krishna Kant.
The markets gained nearly 7 per cent in the 4 trading sessions of March.
Crisis of growth is worsened by the challenging global environment and policy missteps. Returning to 9 per cent growth trajectory will be a tall order.
The road ahead for the markets in the short term will depend on external factors rather than domestic developments.
Investors turn their attention to export-driven sectors.
Wiping off nearly Rs 4 lakh crore of investors' wealth during the day, benchmark Sensex crashed on Friday.
With commodity markets remaining soft and uncertain, it is likely the money will flow into equity markets with strong upsides, such as India.
Fresh investments by corporates up just 5.8% in FY17, lowest since 1992
Most analysts expect growth in the sales of Nifty-50 companies to decelerate, albeit marginally, in the quarter ended December compared to the corresponding period of 2013-14, with metals and real estate companies pulling down earnings.
In the domestic market, the Tata Group has lost ground in the passenger car business.
Sensex rose 5.8% this year, against a 3.2% rise in Nifty; Axis Bank inclusion may blunt Sensex edge
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