The growth premium India enjoyed has largely been lost.
If financials and oil sectors were removed, India Inc has done quite well.
The road ahead for the markets in the short term will depend on external factors rather than domestic developments.
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 markets gained nearly 7 per cent in the 4 trading sessions of March.
Sensex rose 5.8% this year, against a 3.2% rise in Nifty; Axis Bank inclusion may blunt Sensex edge
With commodity markets remaining soft and uncertain, it is likely the money will flow into equity markets with strong upsides, such as India.
Nifty 50 firms' net profit estimated to grow by a modest 3.1% in Q2, reports Krishna Kant.
Slowdown and liquidity squeeze by RBI have put India's top 10 indebted firms in a tight spot. But they have a few options.
In the domestic market, the Tata Group has lost ground in the passenger car business.
'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.'
That resulted in a 50-basis point improvement in operating profit margins on a sequential basis.
Wiping off nearly Rs 4 lakh crore of investors' wealth during the day, benchmark Sensex crashed on Friday.
FIIs have offloaded stocks worth Rs 13,110 crore
This weakness is likely to continue in the near-term.
Many analysts find market expensive, even at current levels.
NTPC to be the worst hit, stock slides to five-year low on announcement.
For equity investors, the risk-to-reward ratio is worsening.
Sales expansion also down 4.4%
In India, bond yields have fallen nearly 70 basis points in the last one year.
A full-blown recovery remained elusive for India Inc in the July-September quarter, even as it overcame the challenge of achieving profitable growth.
Fresh investments by corporates up just 5.8% in FY17, lowest since 1992
Investors turn their attention to export-driven sectors.
Indian companies typically have higher return on equity.
Benchmark share indices gained for the fifth straight session on Thursday led by index heavyweight Reliance Industries.
This was even as the country's economy grew by 7.3%.
Higher crude oil prices also translate into better corporate earnings for India's top companies
This is largely on the back of Tata Steel's expansion at Kalinganagar, as well as JLR's in China and Brazil
World trade has been growing slower than world GDP since 2012.
Indian CEOs might like to make some serious course correction.
Corporate India at present is more indebted than all state govts put together.
Fourteen per cent of the $16 billion invested by Ratan Tata in M&As abroad has been written off by his successor.
Stock prices is due to valuation expansion
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Net profit grew 25.4% in Q4 but revenue growth, lower at 8.5%, suggests lack of volume expansion.
Revenue yield on every rupee of investment fell to Rs 1.06 in FY13 from Rs 1.20 in FY08.
Adani Enterprises plans to invest a total of $25 billion in the next five years.
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Investors often forget that the movements in indices such as the Sensex reflects the performance of its constituent stocks; nothing else.
The regulator is unhappy with the exchange in the market crash case that occurred in 2012.
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