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Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market
India's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreciating rupee pose risks. Marcellus Investment Managers identifies three key themes for investors: private sector financials, healthcare, and manufactured exports, highlighting their compelling valuations and structural growth prospects amidst a challenging market.
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economictimes.indiatimes.com
From Adani Green to Tata Tech: 50 companies swing back to profit in Q4 despite market turmoil
Indian companies show strong recovery. Over 50 firms moved from losses to profits in the March quarter. This turnaround happened despite market volatility and global concerns.…
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Accumulate quality stocks in current market phase: Deven Choksey
India's latest earnings season met market expectations, with Nifty 100 companies showing healthy profit growth despite challenges. Deven Choksey highlighted companies' future…
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Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market
India's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreciating rupee pose risks. Marcellus…
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India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari
Indian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite current challenges, a shift in global…
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Why Trideep Bhattacharya is betting on financials and energy despite global uncertainty
Indian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may see modest downgrades. The June quarter…
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thehindubusinessline.com
India equities poised for strong year ahead as earnings cycle revives: Morgan Stanley
In its India Equity Strategy Playbook for Asia Pacific, the global brokerage said that Indian corporate earnings are entering a fresh upcycle and could sustain momentum for…
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Defence, power and import substitution are emerging as long-term winners: Prateek Agarwal
Indian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performance. Foreign investors are reducing…