With commodity markets remaining soft and uncertain, it is likely the money will flow into equity markets with strong upsides, such as India.
After years of losing money on two of the group's biggest bets - global steel business and domestic passenger cars - there are strong signs of a revival in both businesses.
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.
This is largely on the back of Tata Steel's expansion at Kalinganagar, as well as JLR's in China and Brazil
In the domestic market, the Tata Group has lost ground in the passenger car business.
That resulted in a 50-basis point improvement in operating profit margins on a sequential basis.
Fresh investments by corporates up just 5.8% in FY17, lowest since 1992
The markets gained nearly 7 per cent in the 4 trading sessions of March.
But experts say downside limited, pockets of opportunities for investors
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
Mid- and small-cap companies seem to have done better than top-tier companies
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.
World trade has been growing slower than world GDP since 2012.
Corporate India at present is more indebted than all state govts put together.
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.
Wiping off nearly Rs 4 lakh crore of investors' wealth during the day, benchmark Sensex crashed on Friday.
Indian CEOs might like to make some serious course correction.
For equity investors, the risk-to-reward ratio is worsening.
The rise in India Inc's market value was led by asset-light firms.
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.
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Revenue yield on every rupee of investment fell to Rs 1.06 in FY13 from Rs 1.20 in FY08.
Investors turn their attention to export-driven sectors.
The sharp fall in the rupee's value against the dollar during the July-September quarter, it turns out, has come as a boon for corporate earnings.
Fourteen per cent of the $16 billion invested by Ratan Tata in M&As abroad has been written off by his successor.
India Inc did not perform well during December quarter.
Stock prices is due to valuation expansion
Net profit grew 25.4% in Q4 but revenue growth, lower at 8.5%, suggests lack of volume expansion.
Companies from the capital goods space will under-perform.
Technically, the Indian economy is on road to recovery.
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.
A list of some prominent political families of the BJP.
The finance ministry is not only keen to split the roles of CMD, but also wants to appoint them for a fixed tenure of five years.
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