Signs of recovery; Buy Indian Financials:Power Financiers:Pessimism overdone Margin accretion, further MSCI inclusion; U/G to Buy Buy: Rock-solid earnings to continue in 2016 Buy:Strong 1HFY16 results,high net cash Higher spreads and more deleveraging to come;reiterating Buy Good results but fully valued;initiate on Times with CreditHold Likely more active in acquisitions in 2016, with slower organic growth Buy: DPU expected to bottom in FY15e Hold: Anaemic outlook but focused on right-sizing