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R SREESANKAR, PRABHUDAS LILLADHER
Nifty earnings revised downwards for FY15, upward for FY16
Nifty at 8,068 is trading at 18.0 times FY15E and 15.0 times FY16E estimated free-float earnings
SANJEEV PRASAD, KOTAK INSTITUTIONAL EQUITIES
Too many exemptions may defeat the purpose of GST
The government is likely to introduce a dual-rate structure with central GST and state GST rates
SUJAN HAJRA, ANAND RATHI
Despite global stagnation, export growth was reassuring
Gold imports were high, with year-to-date imports at $24.4 billion
INDRANIL PAN, CHIEF ECONOMIST, KOTAK GROUP
WPI at zero, but don't expect rate cut till after Budget
RBI would likely continue to act cautiously and wait for the Union Budget announcement before easing its stance


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