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.
With mutual funds, promoters turning net-buyers, foreign investors may have to bid up prices to raise holdings.
Stock prices is due to valuation expansion
That resulted in a 50-basis point improvement in operating profit margins on a sequential basis.
In India, bond yields have fallen nearly 70 basis points in the last one year.
Analysts mostly prefer domestic plays beside select films with foreign exposure.
Many analysts find market expensive, even at current levels.
For equity investors, the risk-to-reward ratio is worsening.
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.
Higher crude oil prices also translate into better corporate earnings for India's top companies
World trade has been growing slower than world GDP since 2012.
This is largely on the back of Tata Steel's expansion at Kalinganagar, as well as JLR's in China and Brazil
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.
India Inc did not perform well during December quarter.
But experts say downside limited, pockets of opportunities for investors
Companies from the capital goods space will under-perform.
If you are not happy with the price offered at buybacks, you could be in for a long haul.
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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