On quality of earnings
The first quarter is just like last year. The first quarter is a quarter which is not going to be that great and so commentaries are also cautious. Of course, everybody is using the terminology “assuming third wave is not severe”. People are hopeful for the second half of the current year. April was good but May was very disappointing and in June, from the third or fourth week onwards, most corporates have started seeing some recovery. So for the April to June period, there is nothing much to talk about.
Of course, on a YoY basis, it looks great but on a QoQ basis, it was impacted by Covid. However, one of the few important points are that exports are doing very well. Global economies are doing very well and so companies which are positioned for export growth are posting reasonably strong decent numbers compared to pure domestic focussed companies.
ISec to suggest curated portfolio for investors - The Hindu BusinessLine
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.
Jon Doehr To Lead Cascade Partners’ Ohio Growth
Share Article
Jon Doehr will be leading Cascade Partners Ohio growth by providing unrivaled M&A and corporate finance advisory services to middle-market companies in the region.
“We remain excited to be able to offer such experienced leadership to our clients throughout Ohio. Jon will provide an active presence to serve this community in which we have had great success for nearly a decade.” – Rajesh Kothari, Chairman, Cascade Partners CLEVELAND, Ohio (PRWEB) May 24, 2021 Cascade Partners is pleased to announce that Jon Doehr will be leading its growth in Ohio and will be based in their Cleveland office, effective June 1.
You are of the view that right now there is no sense in being very cautious and defensive and you are also positioning your portfolio tilted towards risk via financials. Explain your hypothesis.
Last year, in March-April, Covid was the unknown-unknown and today it is a known-unknown. That means we have at least half of the things and vaccines are already here. So probably the worst is behind us in terms of Covid and that is the global opinion from the scientists’ perspective. The market is always ahead of time. You cannot try to time the bottom. It is absolutely not possible. So the economic recovery remains very strong and therefore right now, it is better to take more exposure towards the recovery plays.
vimarsana © 2020. All Rights Reserved.