EARNINGS GROWTH
Financials to be big beneficiary of economic revival: Ashwini Agarwal
The co-founder of Ashmore Investment says markets are not in any danger. He also says shift to domestic economy linked stocks is not over yet.
Broader markets may outperform Sensex, Nifty in next 6-12 months: Anshul Saigal
Like in 2015, we are in a phase today where there may be sect...
Expect good growth in auto, auto ancillaries in next 2-3 years: Dipan Mehta
NBFCs could outperform in next few quarters. Go only for the best...
Saurabh Mukherjea is busy picking stocks in these three cyclical sectors
The only circumstance in which this market can see a pullback is if inflation comes back strongly and interest rates are hiked both in the western world and in India.
Be stock specific and look for opportunities in the broader market: Shibani Sircar Kurian
Consumer discretionary spends are on the up move and auto is a beneficiary of that, says Kotak Mahindra AMC fund manager.
Earnings are mother’s milk for bull markets; this is as good as it gets: Gautam Duggad
We are seeing best earnings season in a decade; hope it sustains for the next couple of years, says MOFSL research head.
Tech a steady structural return story, IPOs offer entry opportunity: Rahul Chadha
25 to 30 times, 12-18 months forward is a good multiple for tech companies, says the CIO, Mirae Asset Global Investments.
Howard Marks explains why he is more open to growth investing now
FOMO has taken over from the fear of losing money because people have to be invested when things are going up, says Marks
Invest in a very defensive manner but take educated risk
Align your portfolio to earnings growth. Earnings growth means earnings have to double in the next three to four years, says Samit Vartak
IT, financials and commodities to lead earnings push
If we were to look at valuations adjusted for lower rates, we would be just a little above averages rather than being dramatically above averages, says Aditya Narain.
Not liquidity, earnings driving this leg of the rally
While the first leg of the market rally was led by liquidity, what will drive the market over the medium to long term is earnings growth, says Hiren Ved.
Two continuous quarters of Nifty EPS upgrades rare
Vikash Kumar Jain explains why 70% companies may show healthy earnings growth in Q3.
Expect FY22 to be a strong year for earnings growth: Citi
‘Once this demand kicks in, we are seeing other kinds of pre-conditions for a private capex recovery in the second half of the year.’
Expect 15-18-20% compounded earnings growth over next 2-4 years: Rajesh Kothari
‘If one is agile, then the entire volatility can be navigated very successfully.’
Expect 30% plus earnings growth in 2021
The pockets that we are expecting to grow include financials, industrials, residential housing, infrastructure and metals, says Ajay Bagga
