Muted Q1 earnings expected, but hopes pinned on second-half recovery led by oil, cement and consumer demand: Mahesh Patil
“For now, we expect the market to remain in a narrow range. It has become more stock-specific. Clearly, companies that report better-than-expected earnings are being rewarded, while those that disappoint are getting punished. We’re now in a phase where macro factors are subdued, and it’s the micro factors that will drive the markets from here,” … Read more
