Earnings Recovery

MK Ventures' Madhu Kela believes the recent fall has helped in the consolidation phase, and the stock market is extrapolating weak earnings of previous two quarters for the rest of the year, which should revive.

D-Street Talk: 2023 will be the first full year of earnings recovery, says Kenneth Andrade

We favor export-facing businesses, companies that have the cost advantage in their favor, and two we are a little averse to buy too many domestic consumer-facing businesses, says Andrade.

Bottom-up investing difficult; valuations not cheap: Kotak IE

The Indian markets have a lot of things going for it from the macro perspective but valuations may not be cheap once a stock investor gets done to researching ideas, says Sanjeev Prasad, Senior Executive Director and Co-Head Strategy, Kotak Institutional Equities.

Smallcap outperformance may reverse in '16: UTI MF

Swati Kulkarni, Executive Vice President and Fund Manager, UTI MF is still cautious on pharma space and says one needs to have a stock specific approach there.

Mkts will rally before earnings turn around: HSBC AMC CIO

The Indian earnings story has been delayed inordinately and may take another two quarters at least to come through but markets will start discounting them before that, says Tushar Pradhan, CIO at HSBC Global Asset Management (India).

Investing cues from the first quarter earnings season

As companies report quarterly earnings, a lot of share prices are moving in sync with trends witnessed therein.

See new highs this fiscal; near term clouded: Nilesh Shah

In the immediate term, June quarter earnings, monsoons in July and legislative progress in Parliament are important, says the Kotak Mutual Fund chief.

Earnings to turn; longterm story intact: Punita Kumar Sinha

Explaining the market turmoil over the past two days as resulting from the lack of an “immediate catalyst” for equities, Punita Kumar-Sinha, Managing Partner of Pacific Paradigm Advisors says that the correction is a good time for long-term investors to up their equity exposure.

Rising costs threaten US corporate profits

The rising cost of commodities ranging from oil to food is emerging as the main threat to an earnings recovery that has helped push US stocks to their highest levels since the 2008 financial crisis.