56: Will 2021 See More Earnings Upgrades? All Things Markets podcast

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56: Will 2021 see more earnings upgrades?

3+ y ago 18:40

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Indhold leveret af All Things Markets and Mint - HT Smartcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af All Things Markets and Mint - HT Smartcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

India Inc. is expected to stay on the earnings growth path supported by the festive season and a revival in economic activity from the sluggishness when the country faced tighter pandemic-related curbs. The profit bounce in most companies is also likely to be driven by aggressive cost cuts and the lag effect of lower input prices.
So, are corporate earnings which have been depressed for many years showing reasonably strong growth? Or, are we entering into an earnings upgrade cycle which will drive markets going forward. To discuss that I am joined by Mahesh Patil, Co-Chief Investment Officer, Aditya Birla Sun Life AMC.

… continue reading

101 episoder

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56: Will 2021 see more earnings upgrades?

All Things Markets

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published 3+ y ago

Del

MP3•Episode hjem

Indhold leveret af All Things Markets and Mint - HT Smartcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af All Things Markets and Mint - HT Smartcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

India Inc. is expected to stay on the earnings growth path supported by the festive season and a revival in economic activity from the sluggishness when the country faced tighter pandemic-related curbs. The profit bounce in most companies is also likely to be driven by aggressive cost cuts and the lag effect of lower input prices.
So, are corporate earnings which have been depressed for many years showing reasonably strong growth? Or, are we entering into an earnings upgrade cycle which will drive markets going forward. To discuss that I am joined by Mahesh Patil, Co-Chief Investment Officer, Aditya Birla Sun Life AMC.

… continue reading

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