budget 2024 expectations: Earnings, Budget to drive market; risk-reward favours largecaps & midcaps vis-a-vis smallcaps: Shibani Sircar Kurian
Shibani Sircar Kurian, Senior EVP, Sr. Fund Manager & Head -Equity Research, Kotak Mahindra AMC, says from a market perspective, the earnings trajectory for FY25 and FY26 are still fairly intact, and mid-teens earnings growth in the context of almost 24% earnings growth for Nifty last year which is FY24 is a very good outcome. … Read more
