Page 3 - Vishal Chhabria

Our 2016 Sensex target is 26,000, based on earnings growth of 12-13%: Sanjay Mookim

Interview with India equity strategist, Bank of America Merrill Lynch

Meet the all-weather stocks

Bull or bear market, here are 10 firms that have withstood various market phases and delivered strong earnings growth, stock returns

A lot hinges on earnings recovery

2016 will be a much better year for Indian markets: Sunil Singhania

Interview with Chief investment officer, equity, Reliance Capital Asset Management

Alternative investments become part of mainstream

While PE and realty-based funds account for 40% of the assets under management, debt- and equity-based funds are becoming popular, too

Cement: Outlook may remain weak for 3-4 quarters

At the current price (Rs 180-200 a bag), the larger companies' ratio of operating earnings a tonne are low and the smaller ones are making losses

Delay in Neo delivery to hurt IndiGo

Market worry pushes stock down nearly 6% on concern about future earnings, margins

It is not going to make a difference to Indian debt: Jayesh Mehta

Interview with Managing director and country treasurer for India at Bank of America Merrill Lynch

10 stocks that stand out

Consensus earnings estimates of Sensex have been lowered several times from Rs 1,866 in November 2014 to Rs 1,488 currently

100+ PE stocks: Should you worry?

Expectations of high earnings growth, scarcity premium and excess global liquidity have led to such high valuations

Gammon stares at a tough road ahead

Gammon Infra is selling its prized assets to reduce debt. The move may impact its profit, leaving it with not enough resources to service its remaining debt

Will lower rates boost equity returns?

Theoretically, there is an inverse relationship, but other factors need to fall in place for it to work well this time

After every crisis, people will start pricing risk properly: Vijayan Subramani

Interview with MD and head, treasury and markets, DBS Bank

Whatever Fed does, I don't see people selling off India: Motilal Oswal

Interview with chairman and managing director, Motilal Oswal Financial Services

Large-caps in a sweeter spot

Not only are valuations cheaper now but the earnings prospects for many of these are also healthy

Britannia Industries: Munch more cookies

Sector leading growth, improving profitability should help achieve healthy growth in earnings

ITC: Worst-case scenario may be factored in

Despite sharp duty rises, fall in tax collection from cigarettes. So, more rises could be gentler on the firm

ITC: Worst case scenario factored in?

After sharp duty hikes in recent years that led to fall in tax collection from cigarettes, analysts believe further hikes by govt will be benign

Weaker currency boost for pharma, IT

Firms with a higher share of exports from the auto, auto ancillary & chemicals space will also gain and offset slowing in domestic biz

We expect growth to start showing up in overall numbers: Nandkumar Surti

Interview with MD & CEO, JPMorgan Asset Management India