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SANJEEV PRASAD, KOTAK INSTITUTIONAL EQUITIES
Scope for further re-rating of banks if loan-loss provisions drop
There can be several specific solutions for impaired assets in the power, roads, steel and telecom sectors
SANJEEV PRASAD, KOTAK INSTITUTIONAL EQUITIES
FIIs have limited headroom in top-tier cyclical bets
FIIs have already used 75-80 per cent of the permissible FII limit in cyclical sectors
VIVEK GUPTA, CAPITALVIA GLOBAL RESEARCH
Commodities with Capitalvia: Buy gold on dips
Crude futures soared last week on reports that a Malaysian Airlines was shot down
M B MAHESH, KOTAK INSTITUTIONAL EQUITIES
New banks won't be a big threat to frontline banks
Small banks, given their charter, may have issues on scalability and events like a debt waiver, impact of high interest rate


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