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Earnings recovery still not priced in, says Kotak Life's Hemant Kanawala
India's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of Kotak Life Insurance. In an interaction, he highlights large-cap valuation comfort, Q1 earnings growth, and top sector picks including financials and telecom.
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economictimes.indiatimes.com
Timeline cronologica
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Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectors
Q1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery remains uneven and concentrated in…
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Earnings recovery still not priced in, says Kotak Life's Hemant Kanawala
India's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of Kotak Life Insurance. In an…