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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内容由All Things Markets and Mint - HT Smartcast提供。所有播客内容（包括剧集、图形和播客描述）均由 All Things Markets and Mint - HT Smartcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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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56: Will 2021 see more earnings upgrades?

All Things Markets

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published 3+ y ago

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MP3•单集首页

内容由All Things Markets and Mint - HT Smartcast提供。所有播客内容（包括剧集、图形和播客描述）均由 All Things Markets and Mint - HT Smartcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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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