Weak earnings in near term won’t be a negative surprise for markets: Kotak Mahindra S'pore's Nitin Jain
3 days, 10 hours ago

Weak earnings in near term won’t be a negative surprise for markets: Kotak Mahindra S'pore's Nitin Jain

Live Mint  

On the flip side, any positive trigger will be lapped up by investors and could result in sharp upside moves, said Jain, chief executive officer at the asset manager. Yes, there were some challenges on economic growth and earnings in the September quarter; and we also had large selling by foreign investors in the last quarter. So, it's going to be a mixed outcome but a positive outcome as compared to the previous quarter on economic activity, growth, and earnings. There are areas like EMS space, the internet digital economy, healthcare, hospitality, IT services, real estate, among others, and they have had a good business environment despite lower government spending. As we noted earlier, investors expect somewhat weak economic growth and earnings growth in the near term, and that itself is a positive as expectations are low this year.

India Real Estate Growth Markets Market Economic Growth Indian Earnings Global Growth Spending Term Going Quarter Rbi Last Year Good Better This Point Fixed Income Our View Government Spending Economic Activity Near Term Private Capex Investors Expect  weak  market  negative  growth  mahindra  quarter  markets  going  surprise  good  spending  wont  better  investors  expect  spores  term  near  earnings  nitin

History of this topic

Will mid-caps and small-caps take a breather in 2025? Experts weigh in
1 day, 1 hour ago

Will mid-caps and small-caps take a breather in 2025? Experts weigh in

Live Mint  

Mid-cap and small-cap stocks have been a favourite among investors due to their high return potential. Both the Nifty Midcap and Smallcap indices have seen a decline of over 2 per cent each during the first six sessions of January, compared to a relatively modest 0.2 per cent drop in the benchmark Nifty 50 index. Over the last 12 months, …

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder
2 weeks, 3 days ago

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder

Live Mint  

Government capex would align with nominal GDP growth in times to come while private capex is expected to gather pace over the next three to five years, driven by higher capacity utilisation and an uptick in investments in emerging sectors such as renewables and electric vehicles, according to Hari Shyamsunder of Franklin Templeton. Looking ahead, the government capex is expected …

2024 market recap: Domestic Investors’ optimism drives D-Street higher; mid and small-caps lead
Trending News
3 weeks, 3 days ago

2024 market recap: Domestic Investors’ optimism drives D-Street higher; mid and small-caps lead

Live Mint  

As 2024 draws to a close, the broad market has delivered a respectable 20% return. India's corporate earnings growth was 25% YoY in December 2023, and this trend continued into March 2024, albeit at a slower QoQ pace, but sufficient to sustain the market rally. However, the trend shifted by the end of September as corporate earnings, which had begun …

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit
1 month ago

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit

Live Mint  

Expert Speak: In a recent conversation with Mint, Gopinath Natarajan, CEO Asset Management at Geojit Financial Services, discussed the challenges of predicting when foreign portfolio investors will resume buying. He noted that with India's increasing share in emerging market indices and the recent correction making Indian markets more attractive, he believes India will continue to be a key focus for …

Q2 Results: Jefferies’ Chris Wood flags steepest earnings downgrades for India Inc since 2020
Trending News
1 month, 4 weeks ago

Q2 Results: Jefferies’ Chris Wood flags steepest earnings downgrades for India Inc since 2020

Live Mint  

In a recent GREED & fear note, Christopher Wood of Jefferies reported that disappointing results from India Inc. in the July-September quarter prompted the steepest earnings downgrades since early 2020. Earnings Downgrades Amid Economic Challenges Jefferies slashed FY25 earnings per share estimates for 63 per cent of the 121 companies that reported September quarter results. Jefferies now projects that Nifty …

Indian Stock Market: A Glimpse into the Future
2 months, 2 weeks ago

Indian Stock Market: A Glimpse into the Future

Live Mint  

The Indian stock market is expected to witness double-digit earnings growth over the next four to five years, with small-cap earnings expected to grow even faster. However, short-term market volatility remains a concern due to factors such as increased fluctuations, foreign institutional investor (FII) selling, and geopolitical events. Despite these challenges, the strong corporate fundamentals and robust external balances provide …

Nifty 50 expected to deliver 16% earnings growth in 2024-25, small cap likely to outperform: Report
9 months, 2 weeks ago

Nifty 50 expected to deliver 16% earnings growth in 2024-25, small cap likely to outperform: Report

Live Mint  

Despite a recent decline, where small caps have shown no returns in the last 90 days and mid caps have experienced corrections recently, their performance over the past 12 months still surpasses that of large caps, with returns exceeding 50%, says market expert. Looking ahead, the report said that Nifty50 is expected to deliver 16% earnings growth in 2024-25 and …

Small and mid-caps see comeback on hopes of earnings recovery
4 years, 1 month ago

Small and mid-caps see comeback on hopes of earnings recovery

Live Mint  

Small- and mid-cap stocks are seeing a revival of sorts. Besides, the inclusion of several mid-cap stocks in some of the MSCI indices has meant that global flows into these stocks lately got a boost, fuelling gains. The sharp rise in small stocks shows that retail speculative activity is at high levels too. As demand comes back even further, many …

How bad will earnings be? Nobody really knows
4 years, 8 months ago

How bad will earnings be? Nobody really knows

CNN  

Editor’s Note: A version of this story first appeared in CNN Business’ Before the Bell newsletter. According to estimates from FactSet, earnings for S&P 500 companies are expected to fall 10% in the first quarter compared to a year ago. Banks kick off first quarter earnings season Most of the coming week’s big earnings are in the financial sector. BlackRock, …

Coronavirus outbreak expected to hurt US earnings harder: Report
4 years, 10 months ago

Coronavirus outbreak expected to hurt US earnings harder: Report

India Today  

The hit to US corporate earnings from the coronavirus epidemic is getting harder and messier to predict. However, if it triggered a global recession, profits could "decline near 25 per cent and equity markets fall similarly as stocks typically track earnings given past patterns when downturns occurred," Levkovich wrote. Howard Silverblatt, analyst at S&P Dow Jones Indices, noted that first-quarter …

Market outlook: Large caps seen continuing their outperformance next year
5 years ago

Market outlook: Large caps seen continuing their outperformance next year

Live Mint  

India’s largest stocks are likely to be winners again in 2020, after propelling the benchmark equity index to its fourth straight annual gain. “Investor focus is unlikely to shift soon from the few high-quality names which continue to steadily grow faster than the economy,” said Dipen Sheth, Mumbai-based head of institutional research at HDFC Securities Ltd. “The foreign flows, too, …

Return of NDA unlikely to boost returns of mid-caps, small-caps
5 years, 6 months ago

Return of NDA unlikely to boost returns of mid-caps, small-caps

Live Mint  

With the Prime Minister Narendra Modi-led National Democratic Alliance returning to power, some traders are hoping that the battered mid- and small-cap stocks, which hogged the limelight post-2014 elections, would make a comeback again. Thus, in the earlier cycle, these quality companies got meaningfully re-rated and led the rally, which is difficult this time,” said Gautam Chhaochharia, head of India …

Weak earnings, demand shocks, bad loan mess crimp market returns in NDA’s term
5 years, 7 months ago

Weak earnings, demand shocks, bad loan mess crimp market returns in NDA’s term

Live Mint  

Though investors pinned hopes on the Narendra Modi-led government to take the markets to new highs with a promise of ‘achhe din’, equities did not shine as much as in the previous two governments led by the United Progressive Alliance —a coalition of left and centre-left political parties formed after the 2004 general elections. Analysts said weak earnings growth in …

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