Returns turn negative as FIIs turn sellers of equities in October.
What stocks will gain from a normal monsoon?
Product launches to drive incremental volume growth for players such as Maruti Suzuki; medium and heavy commercial vehicle revival on track.
Bajaj Auto's margins are expected to expand 100 basis points, as volumes have recovered.
Deutsche Bank says rising debtor days and low customer advances imply significant net working capital requirement.
Two-wheeler prices are likely to rise by 10-25 per cent on account of higher premiums on insurance and commodity prices, mandatory safety regulations and BS-VI emissions that kick in from April 1, 2020.
Worries remain on earnings-valuations mismatch, global issues; resolution of the MAT row could be biggest positive trigger
Oil subsidies to fall 44% in FY15.
New initiatives expected to bear fruit by middle of 2015
As wholesalers largely failed to meet GST norms, companies were in a fix. According to industry veterans like Sunil Duggal, chief executive of Dabur, the hazard led many to look beyond third-party distribution and take the leap to cover unattended markets directly.
Among these, Hindalco and Vedanta from the metal pack have become multi-baggers, gaining 100 per cent in 2016
Brokerages expect revenue growth at a 7-quarter high but profitability may disappoint.
Five stocks - Havells, NCC, Suzlon, Blue Star and Crompton Greaves look most attractive after the recent course correction.
India Inc gets about Rs 67,000 crore worth of fresh orders in the Sept quarter, a rise of 45% sequentially.
Infrastructure stocks are once again gaining traction.
The S&P BSE Sensex has rallied about 28 per cent in 2014, after formation of a stable government at the Centre.
Analysts are enthused by BPCL's upstream foray and have re-rated the stock in the past couple of years.
Nifty 50 firms' net profit estimated to grow by a modest 3.1% in Q2, reports Krishna Kant.
Large-cap scrips are still trading at a discount to mid-caps.
Infosys' aspirations to improve revenue per employee might also prove to be a tall task, believe analysts.
Over the past four quarters, the Sensex companies' earnings trajectory has improved sharply because of a weak rupee.
India Inc's earnings seem to have gathered momentum with a surge in the BSE Sensex over the past two quarters.