“Power is a multi-year story. The power stocks have just started reacting. There can be a very sharp run from here also. Although we do not have any formal coverage, I am again highlighting that this space itself is becoming very attractive. So, the power story can be interesting. ”
Earnings downgrade cycle largely over, no major cuts expected from Q3 onwards: Pawan Parakh
I strongly believe that earnings misses have largely bottomed out in Q2. If we look at corporate India’s performance, two sectors have disappointed slightly. First
November 14, 2024