Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder
“We have seen a fair bit of shaving on the Nifty 50 earnings and so, the earnings expectations going into FY26 are more muted than what they were going into FY25, that may be some kind of a comfort in terms of for the downside for the earnings expectations. The pace of earnings downgrade may … Read more