Low home loan rates by banks could put large players in an advantageous position over smaller non-bank players, believe analysts.
Brokerages expect revenue growth at a 7-quarter high but profitability may disappoint.
Gold funds have returned -5.2 per cent, while the Sensex is down 7 per cent in the past year.
Markets finished lower for the sixth consecutive day as hopes of the Goods and Services tax (GST) bill being passed in the current session of the Parliament faded considerably.
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.
A majority of economists predicted RBI Governor Raghuram Rajan would leave policy rates unchanged on Tuesday and expected a dovish commentary, as crude oil prices and inflation cool off.
Brokerages expect Nifty50 firms to post 11.8% growth in net profit in Q1 but sales may decline
The BSE Midcap and the S&P BSE Smallcap indices outperformed to gain 0.6% and 1.1%, respectively
The S&P BSE Sensex plunged 128 points to end at 25,102.
This has steered a rally in global equities and dollar Index also ticked higher, trading near its four year high.
While the BSE's asking valuation is reasonable, compared to peers, there are some factors that long-term investors need to consider before investing.
Experts prefer domestic consumption-driven plays and defensives such as information technology and pharmaceuticals
The fall in metal and mining stocks comes on the back of weak Chinese trade data
Markets have witnessed a gap down opening mirroring losses in the global equities with US markets taking a hit on worries about the health of Chinese economy.
The derivatives expiry on Thursday is also expected to add to the volatility.
Combined net profit estimated to grow 14.6% year-on-year, against a 5.7% decline in the Dec 2015 quarter
In 2013, the fall in international gold prices was 28 per cent.
Ajit Mishra, vice president, Research, Religare Broking, answers your stock market queries.
Analysts now expect India Inc to report a decline in both top line and bottom line for the September quarter.
Financials ended mixed despite the status-quo on key rates by the RBI. SBI, ICICI Bank and Axis Bank ended up 0.4-2.5% each.
Ajit Mishra, Vice President, Research, Religare Broking, answers readers' stock market queries. Ajit will offer his unbiased views on a weekly basis