Earnings Downgrade

When asked to list the biggest risk facing the Indian stock markets, over 41 percent respondents in the latest Moneycontrol Market Poll said that global/domestic geopolitical issues is the biggest risk. It was followed by global tariff war, earnings slowdown and high valuations.

Still in the midst of an earnings downgrade, diversify some holding into gold: Rahul Arora of Nirmal Bang Equities

Given the cautious outlook, Rahul Arora recommended diversifying holdings into gold, which may prove to be a strong hedge against the ongoing market volatility and uncertainty.

Siemens: Minority shareholders upset, will they stave off sale of motors business?

Siemens’ sale of LVM business is among the many such instances that has peeved minority investors. What are the options before them?

Uncertainty to keep mkts choppy for 3-4 months: IDFC Securities

Demonetisation may be structurally positive for India, but it may weigh down on the country for a few months, says Anish Damania, CEO and Head, Institutional Equities at IDFC Securities.

No point bottom fishing; valuations can contract further: IIFL

IIFL's H Nemkumar does not think the earnings downgrades momentum has waned and hence looking at just valuations won't help

At 0% growth, FY15 earnings a picture of disaster

The complete overestimation of the previous fiscal‘s earnings growth also underscores the perils of relying on market forecasts based on earnings projections.

Morgan Stanley downgrades Cipla to 'underweight'

Morgan Stanley downgrades Cipla Ltd to "underweight" from "equal-weight", citing slower growth prospects and valuations.

IT it is, and rupee depreciation helps it, says JM Fin

Jesal Shah, head of research, JM Financial recommends Infosys and TCS from the IT space and says that he is positive on the sector now.