Infosys has better days ahead, say analyst.
Global investors are fast losing appetite for equities, as deflation seems more of a reality. With commodity prices collapsing, few safe havens are left for investors, with many of the BRICS(Brazil, Russia, India, China and South Africa) losing their charm.
So far, India has attracted over $20 billion in the debt segment, thanks to the rate differential.
Analysts expect robust earnings growth from the financial sector.
Experts caution against tough times in Indian equity markets in 2015.
Growth has been slowing year-on-year for the IT sector but investors have continued to bet on it.
Last week, the Consumer Price Index-based inflation for the month had contracted to 4.4 per cent.
Analysts forecast the fuel at $85 a barrel in 2015 and $90 a barrel in 2016; politics, demand-supply to pressure crude.
The rupee has depreciated 2.35 per cent in the past three months and one per cent in the past month, despite strong capital flows and falling oil prices.
A day after global brokerage firm Macquarie painted a rosy picture of the Indian economy and raised its target level for the stock indices for the next 12 months, Goldman Sachs said India is set to overtake China and become the fastest-growing emerging market during 2016-18.
Asset quality stress has ballooned recently, as growth slowed and interest rates continued to rise.
Brokerages expect better financials as management is determined to improve profitability.
Analysts believe total cost of production at Rs 1,000/tonne reasonable for power firms.
Private sector banks have outperformed the benchmark BSE Sensex by a long shot.
Pawan Hans could command a valuation of 8-10 times earnings.
Product launches to drive incremental volume growth for players such as Maruti Suzuki; medium and heavy commercial vehicle revival on track.
If Chinese growth starts falling, sharply or otherwise, the risk on trade might reverse.
Lower fuel subsidy payouts might restrict gross fiscal deficit in FY15.
Returns turn negative as FIIs turn sellers of equities in October.
Bank of America Merrill Lynch believes this would ease pressures on CAD as $10 a bbl fall in oil price reduces CAD by $8 billion or 0.4 per cent of GDP.
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