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One theme that will play out throughout next decade is that of the big becoming bigger and concentration of market share and profit pool in favour of big guys in every sector, says
Gautam Duggad, Head Of Research - Institutional Equities,
How does earnings upgrades and earnings delivery move in tandem with the market? Where are we on the cycle right now?
Tempting as it may sound, one does want to compare this with the 2003 or 2008 cycle but numbers belie that because 2003-2008 was a very different period we have seen 25% earnings CAGR in that five-year period. Global markets were buoyant, everything was working well, fiscal consolidation was also happening and the government was also spending on investments and consumption was also doing well. That was an ideal period as far as the cycle is concerned.