Prabhat Awasthi, Nomura: Market performance this year will be dictated by earnings growth. Given the market's adverse macro environment, a re-rating of the earnings multiple has been difficult to justify. The assumption of a flat index multiple implies that price performance will have to be matched by commensurate earnings growth.
Abhay Laijawala, Deutsche Equities: The decline in gold and oil prices, coupled with the March WPI inflation data are the biggest catalysts for banking stocks, which are the largest overweights in our model portfolio. We like ICICI Bank, Axis Bank and PNB. We reiterate our underweight stance on consumer staples.
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