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shibani sircar kurian: Mid- to high-teens earnings growth for next 2 years likely: Shibani Sircar Kurian

Shibani Sircar Kurian of Kotak Mahindra AMC provides insights on Nifty valuations, earnings stability, sector-specific investments, and market volatility. The analysis covers strong Nifty valuations supported by robust earnings growth amidst sector-specific opportunities in mid and smallcaps. ....

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midcaps and smallcaps: ETMarkets Fund Manager Talk: Mid, smallcap cos to deliver 7-9% higher earnings growth than Nifty: Harsha Upadhyaya, Kotak Mahindra AMC

Harsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs signal market resilience. Positive outlook for FY25 earnings. Foreign investors expected to increase inflows. ....

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Market signals mixed; stay neutral on equities with a long-term view, says Nilesh Shah of Kotak AMC

Maintain a neutral allocation to equity with a long-term view. Increase exposure when valuation is cheaper, especially in small and mid-caps, says Nilesh Shah of Kotak AMC. ....

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