India’s overall GDP growth may look impressive, but equity markets are likely to focus more on earnings acceleration and valuation comfort going forward, said GV Giri, president and head of research at IIFL Capital.Speaking to ET Now, Giri said India’s reported real GDP growth of 8.2% should be viewed with caution as it is supported […]
Even as equity markets consolidate from record highs, the medium-term outlook remains firmly positive on improving earnings momentum, stabilizing macro indicators and a strong recovery in consumption, says Vaibhav Sanghavi, CEO of ASK Hedge Solutions.Speaking to ET Now, Sanghavi said the recent market size may seem “slightly uncomfortable” but the underlying trends point to a […]
According to Pramod Amthe, Head of Institutional Equity Research at InCred Capital, Indian equity markets are poised for a strong uptrend in the coming year as government measures and improving liquidity strengthen fundamentals. Amthe said the brokerage upgraded its market stance from ‘neutral’ to ‘overweight’ in early October after 18 months, citing improving macro indicators […]