JM Financial feels Bharti Airtel may see lower impact of demonetisation as well as the ramp up of user base by Reliance Jio due to lower operating costs, rural exposure and non-mobile EBITDA, among others.
Rating agency Fitch has downgraded the banking sector outlook to negative, from stable, due to more downside risks emanating from rising stressed loans and weak corporate earnings, which may further roil banks
China`s gross domestic product (GDP) growth could slide below 7 percent in the second half of the year, warned Nomura, highlighting that downside risks to the world`s second largest economy`s outlook have risen "significantly" in recent weeks.
Tim Dickson of Invesco Perpetual expects to see range bound markets going forward. However, he feels that the downside risks for the markets are relatively limited. Moreover, he pointed out that he is not optimistic about a rally in emerging markets this year. The markets will continue to remain event driven in 2012, he added.