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DHANANJAY SINHA, EMKAY GLOBAL
Businesses having significant share of global revenues deserve higher valuations
After analysing the structural and cyclical indicators and based on empirical evidence, we feel that expectations of a turnaround in the domestic investment cycle are premature
SONAL VARMA, ECONOMIST, NOMURA INDIA
Part of current slowdown in credit growth is technical
Historically, credit growth has lagged real GDP growth by two to three quarters
SUVODEEP RAKSHIT, KOTAK INSTITUTIONAL EQUITIES
Fiscal consolidation will take time, revenue consolidation needed
The cyclical turn in tax revenues may not be enough as growth may be relatively weak over the next few years
PRABHAT AWASTHI, NOMURA
Why a stronger dollar is positive for Indian equities
A stronger dollar affects the domestic market’s macro-ecosystem through two key routes


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