ETMarkets Fund Manager Talk: For markets, sustenance of earnings growth crucial over next few years: Shibani Sircar, Kotak AMC
The earnings trend will have to sustain not just in this quarter but over the next few years for the markets, says Shibani Sircar Kurian of Kotak Mahindra Asset Management Co. “Some of the key factors to watch out for include trends in discretionary consumption and demand, any improvement in rural demand trajectory and margin … Read more