Shibani Sircar Kurian

shibani sircar kurian: Mid- to high-teens earnings growth for next 2 years likely: Shibani Sircar Kurian

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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

FII flows: Were expectations of FII flows coming back with a bang in 2024 misplaced? Shibani Sircar Kurian answers

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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