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
Shibani Sircar Kurian, Senior EVP, Sr. Fund Manager & Head -Equity Research, Kotak Mahindra AMC, says “if we look at market valuations, specifically the Nifty, current multiples are slightly above long-term historic average multiples. But it also coincides with earnings growth which continues to remain strong. So, our belief is that if you look at … Read more
Shibani Sircar Kurian, Senior EVP, Sr. Fund Manager & Head -Equity Research, Kotak Mahindra Asset Management, says “We are not expecting to see any major earnings downgrades. But if you look at the first half of the year, in terms of earnings, the first half of the year has been extremely strong. And from that … Read more
