Page 17 - Malini Bhupta

India vulnerable in case 'taper tantrum 2' plays out in 2015

The vulnerability stems from India's external situation is not as strong as that of some other emerging markets

Corporate India learns to live with competition law

Compliance needs to be embedded in the decision-making process, say experts

Double digit earnings to cheer markets in FY16

Analysts expect earnings surprises from consumer discretionary, financial and industrial sectors

5 big risks financial markets will face in 2015

While growth and policy risks also loom, strategists are looking at top five risks that are likely to upset financial markets.

Weak oil to offset rising gold imports, CAD estimated at 1.4% of GDP

Current account deficit estimated at 1.4% of gross domestic product

Maruti: Weak yen to boost margins in FY16 & FY17

Double-digit volume growth in first half of FY15 drives earnings upgrades

Investors long on cash, deflation & dollar, says BoAML fund manager survey

The oil price collapse has led to big rotation out of energy & materials, into US dollar, cash, Eurozone, global tech & discretionary stocks

Are sky-high valuations of the IT sector justified?

12-15% dollar revenue growth does not justify one of 18x 1-year forward earnings: Analysts

Don't celebrate 0% WPI just yet, disinflationary trend comes with its own risk

Deflation led by fuel price fall and it is unclear if structural factors are under control

Should RBI cut rates after sharp contraction in IIP?

Some economists believe Rajan is already late in doing so but he has reasons to be careful

Should RBI cut rates after sharp contraction in IIP?

Even some economists believe Governor Rajan is late in cutting rates, he has reasons to be careful

TVS Motors: Scooters to drive earnings trajectory

Improved product mix, rising share of scooters in overall volumes to drive margins

Debt mobilisation up 22% in first six months of FY15, says Prime Database

The growth in debt issuance is courtesy higher raisings by the financial institutions/banks

China must manage its slowdown to keep the global economy safe

If China's growth slows more sharply than anticipated, it would lead to a selloff in commodity markets and result in sharp volatility in currency markets

RIL's earnings to grow 16% CAGR over FY14-17

Stock trading at 11x, significantly cheaper than Sensex: Analysts

Like China, India too must stock up on cheap crude

India should plan for the expected pick-up in the economic cycle and use the current low prices to stock up for future demand

Indian IT can grow revenues at 11-14% over three years

Market share gains through deal renewals and focus on digital technologies to drive growth

India the last bastion of growth, says Credit Suisse

Fastest nominal GDP growth in dollar terms in 2015 could increase the gap between India and the rest of the world

SBI: RoE set to pick up on lower costs, higher growth

Lower costs and expected rise in fee income to drive earnings

ICICI Bank: Return on equity set to improve to 18% by FY18

Analysts upgrade stock on expectation of better capital management and higher profits