"In terms of discretionary, the trend in pipe companies, cable companies, etc. are going to continue. We remain very positive there. We are very positive on the entire cable space. PolyCab is one of the ideas which we really like. Obviously, it has had a great run but that is for a reason and that is continuing also for a reason because the outlook for the next at least one and a half, two years looks very optimistic."
Banks to brighten India company earnings during Q1FY24 amid IT uncertainties financialexpress.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialexpress.com Daily Mail and Mail on Sunday newspapers.
Indias banks have largely remained insulated from a global crisis in the industry with their heavy reliance on local markets. Meanwhile, the nations consumer and capital goods companies are expected to benefit from commodity prices that have come off peaks seen after Russias invasion of Ukraine.
Banks to brighten India company earnings amid IT uncertainties thehindubusinessline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindubusinessline.com Daily Mail and Mail on Sunday newspapers.
India Business News: Indian banks and consumer companies are expected to drive first-quarter earnings, boosted by accelerating economic activity, easing input costs and de