Page 39 - Malini Bhupta

Equities give positive returns after currency decline halts

On all 3 occasions when rupee fell sharply, markets gave double-digit returns over 3 months after the fall stopped

Equities give positive returns after currency depreciation halts

On all three previous occasions when rupee fell sharply, markets gave double digit returns over three months after depreciation stopped

Equities to turn positive once currency depreciation halts

Historical data indicates that once rupee stops depreciating, markets start moving upwards

What earnings downgrades mean for Sensex

If downgrades for FY15 are factored in, market's valuation isn't cheap

What earnings downgrades means for Sensex

If earnings downgrades for FY15 is factored in, market's valuation is not cheap

Have stocks hit the cheap zone?

Not yet. Valuations only appear attractive, but if one factors in earnings downgrades for next year, then market P/E loses sheen

Is the rupee really undervalued?

REER indicates currency is undervalued but overshooting will continue till growth revives and capital flows pick up

Is the rupee really undervalued?

REER indicates currency is undervalued, but overshooting to continue till growth revives, capital flows pick up

Will gold continue to shine?

Gold may see a temporary rally once US sequester begins but it may be short-lived

Infy may beat upper end of its revenue guidance in FY14

Improved demand in the US, cost cuts and a robust deal pipeline to help the company revive growth

Infosys may beat upper end of its revenue guidance in FY14

Improved demand environment in US, cost-cutting, robust deal pipeline to help company revive growth

More the govt bungles, greater are the chances of Modi winning: Chris Wood

Further selling in equities likely as dollar returns in quality stocks declines for FIIs

Consensus earnings estimates to slide further in FY14

Policy mishmash, falling rupee and weak economic environment to prevent pick-up in earnings

Consensus earnings estimates to slide further in FY14

Policy mishmash, falling rupee and weak economic environment to prevent pick-up in earnings

Rupee's 16% fall to benefit RIL despite falling GRMs

Analysts say the stock is attractive at current levels

No green shoots in sight for the automobile sector

Despite inventory push before festive season, most companies report volume decline in July

Investors reject Jignesh Shah's 25% haircut proposal

During negotiations with investors, Jignesh Shah on 22 August proposed that investors take a haircut or forego Rs 1100 crore of their claims

FIIs keep the faith in Indian equities in the June quarter

Shareholding in BSE 200 up to 22.6% as they buy equities worth Rs 16,600 crore, bet on banking, pharma and utilities

FIIs kept the faith in Indian equities in June quarter

In contrast to carnage banking stocks have seen recently, FIIs bought banking shares

Fed Reserve determined to end the QE party

FOMC's hawkish tone suggests tapering to start this year; bonds and equities might come under further pressure