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SONAL VARMA, ECONOMIST, NOMURA INDIA
Near-term impact of diesel on growth should be insignificant
The direct impact of lower diesel prices is likely to be significant on WPI but almost negligible on CPI inflation
SUVODEEP RAKSHIT, KOTAK INSTITUTIONAL EQUITIES
Consistent drop in inflation hints at disinflationary trend
The potential impact of changing global dynamics, especially as the US shifts its monetary policy stance, needs to be seen
PANKAJ PANDEY, ICICIDIRECT
Sensex should trade at 31,000 by next Diwali
We are positive on auto, cement on the back of the robust demand outlook and capital goods on account of balance sheet improvement and margin expansion
PRABHAT AWASTHI, NOMURA
16% potential upside for Sensex till Aug 2015 from current level
We remain constructive on the market and overweight on industrials as strong revival in stuck projects and fresh investment intentions seen


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