Cement, Auto, and Metals posted a YoY earnings decline while IT and O&G reported flattish YoY earnings for the quarter.As the benefit of the recent moderation in commodity costs start accruing in 2HFY23E, we expect other sectors to contribute too.As of 31st Jul’22, 31 Nifty stocks reported a sales/EBITDA/PBT/PAT growth of 29%/9%/15%/12% YoY respectively, single-handedly driven by BFSI. Of these, 12 companies each surpassed/missed our PAT estimates.
Trump will claim victory in the next couple of weeks and then reverse the policies he has introduced: Ramesh Damani
Ramesh Damani believes Donald Trump will reverse his policies and declare victory to avoid admitting failure. He argues Trump’s actions are damaging global order and
April 3, 2025