Analysts cut upstream firms' FY15 earnings estimates, while raising those for GAIL and Gujarat Gas.
Hailstorms may cause Rs 12k-cr crop damage, El Nino a bigger worry.
Capital infusion of $30 bn over two years needed amid high dividend payouts and impairment ratios.
Analystsare showing optimism in Sensex EPS growth after double digit growth in the second quarter of current year.
With trade deficit falling 24% in Apr-Dec and stable capital flows, FY14 may end with a balance-of-payments surplus.
While some equity analysts have raised target prices for public sector banks, others remain cautious