Analysts are challenging the popular belief that volume growth is strong.

FMCG sales: Slowdown or base effect? 

Business Standard

Industry may not be able to lower lending rates till deposit rates are high.

Union Bank rate cut doesn&#39;t indicate a trend

Pricing change is a good long-term move but analysts are not expecting a big impact on realisations, earnings.

CIL: In the right direction

Analysts upgrade the stock as domestic sales surprise, JLR volumes hold up.

Tata Motors: Positive surprise in December 

Foreign institutional investors (FIIs) are upset at a decision of the Securities Exchange Board of India (Sebi) to put a sunset clause on investment limits in bonds.

FIIs stumped by sunset clause on debt limits

Earnings of most metal firms to remain weak, on falling prices and forex losses.

Metals: Q3 to be mixed bag

A week into the new year, market analysts have changed their tune about the markets. The sombre mood in December is giving way to an optimistic outlook.

Outlook for Indian mkts changes to optimism

Though demand is not expected to rise meaningfully, analysts expect oil to average around $120 a barrel.

Crude unlikely to fall in 2012

By now, it&rsquo;s a known fact that a weak rupee is expected to shore up margins of technology companies. Despite this near-term upside, brokerages like CLSA believe that risks of demand moderation continue. It is in this competitive environment that several deals are expected to come up for renewal.

HCL Technologies: Multiple drivers to sustain growth

Cement, pharma likely dark horses; capex-linked sectors to drag Sensex.

Few surprises in Q3

Sector to see strong Q3 earnings, but runaway valuations are a concern.

Cement: Return of pricing power

Competitive intensity has shifted to two-wheelers and utility vehicles.

Auto Expo: No fireworks in the small car segment

Analysts expect revenues and inflows to contract further.

L&T: FY12 order inflows may decline 6-9%

China and India to soon have some of the world&rsquo;s tallest buildings.

Skyscrapers and the economic crises

Infosys expects the rupee to settle around Rs 51-52 range from here till the end of the fourth quarter. With this the excitement of upgrades for the sector, thanks to the expectations of an increase in earnings in rupee terms, will ebb. It&rsquo;s back to business fundamentals for Infosys and the sector at large.

Analysis: No fireworks from Infosys this quarter either

Analysts divided on whether issues are company-specific or industry-wide.

Malini Bhupta