SONAL VARMA, ECONOMIST, NOMURA INDIA
Austerity shows likely shortfall in receipts, poses risk to growth
These measures reaffirm the government's commitment to fiscal consolidation and its ability to meet deficit target
SANJEEV PRASAD, KOTAK INSTITUTIONAL EQUITIES
India to sail through rough seas of quantitative easing and how!
India is in a much better position in absolute and relative terms than other emerging markets to manage this uncertainty
DIPEN SHAH, KOTAK SECURITIES
A case for sticking with infra, cyclical and consumption stocks
Geo-political concerns, any decline in foreign inflows, sharp currency movements and spike in oil prices remain key risks to the market
CHETAN AHYA, MORGAN STANLEY
Despite poor IIP numbers, India's growth is reviving and how!
We now see increased probability of RBI taking another rate cut of 25bps in 2015