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.
Financial assets make a comeback as returns on physical assets falter.
The rating outlook change is relevant now, as the US Federal Reserve is set to end its monthly bond-buying programme in October.
Infosys: Sikka magic may revive double-digit revenue growth
Oil subsidies to fall 44% in FY15.
JLR volumes could hit million units by 2019, stock trading at discount to other premium automakers
Inflows from Europe, falling crude oil to come to the rescue if rupee cracks against the dollar.
Inflation trajectory does not match the slump in demand, prolonged pause on rates likely.
Rally restricted to big stocks; FIIs have hit investment caps in many large companies.
But return on equity deteriorated for 7 of the 12 firms analysed.
For growth sustain at these levels, private services need to recover.
Also, the combination of a new entrant and new technology is not necessarily good.
Even as good days continue to elude the economy at large, they seem to have arrived for Maruti Suzuki.
IT sector's trading multiples hit post-Lehman lows, providing good entry points.
Street believes premium valuations justified, as port traffic is expected to grow at a CAGR of 16% over FY14-16.
Bharti's operating margin for India wireless business grew 80 basis points sequentially to 34.9 per cent.
Operating margins decline to 10.3% in March quarter on one-time payouts but may recover to 12% in FY2015.
The verdict on deemed licences has the Street question whether Sesa Sterlite owns any mines in Goa.
Higher input cost is likely to weigh on Auto sector's Q4 numbers.
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