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India doesn't need a weaker rupee to boost exports: CLSA

India does not need a devaluation of rupee for now, says Rajeev Malik, senior economist at CLSA. At this point currency devaluation could be a costly affair. It may spook investors and may impact capital flows.
Good rain, base effect to lift earnings in second half: TVF Cap

The healthcare sector is facing many US Food and Drug Administration (FDA) hurdles. This is only a temporary turmoil, he says. The big Pharma names from India have huge opportunities in the US as the demand for generic drugs from India steadily rises.

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Volitility

India doesn't need a weaker rupee to boost exports: CLSA

Good rain, base effect to lift earnings in second half: TVF Cap