"I think that the unique nature of our business and that we never were in the cash economy part of the business means that we are least aff...

Public capex and the FDI inflows can help economic growth

We like sectors like commercial vehicle, cement, select capital goods and contractors because they are catering to the government’s early c...

"We are expecting a rate cut right after the February 29 budget. If the budget is completely as per RBI’s expectations, then we could see s...

"I guess what we are broadly looking for is for the government to continue its efforts to consolidate its fiscal position."

So we have an overweight in India. We have an overweight in China within our emerging market portfolio, says Adrian Mowat, JPMorgan.

Disappointed by two quarters of poor results, market participants have started moderating expectations of any significant uptick in earning...

Nestle only reported 8.5% growth in sales. My contention is that Maggi is bound to impact the sales of Nestle and as a result, the earnings.

"That said, in some quarter of some year, there may be high growth or low growth. So, it's difficult to give a quarterly or yearly forecast...

'As of now, the glass from an investor’s viewpoint is half full and definitely not half empty,' says Khiem Do, Baring AMC.

BFSI continues to be very strong for us. Lloyds TSB and Barclays are our big accounts, says Sanjiv Goenka.

"India now has an export advantage from the currency. Export sectors, and I would include in that the IT sector, are interesting."

The two big contributors are iron ore and coal and if we do not do anything about them, the CAD may come down somewhat, but the basic vulne...

The Lodestone acquisition which was announced today is very much in line with the strategic choices made 12 to 18 months back, says SD Shib...

Fall in commodity prices would be good but the rupee has fallen even more. It is not going to be a market that people run to for safety. sa...