Ajay Vora from Nuvama Asset Management discusses how the Nifty aggregate EPS has been shifted to FY26. The stock market correction is driven by earnings downgrades and sees PSU sectors hit hard. Government capex and RBI’s actions are expected to provide some market relief. The banking sector, particularly HDFC Bank and SBI, appears stable and attractive for investment.
Earnings growth likely to bottom out in Q2 FY26: Motilal Oswal’s Sneha Poddar
Markets may enter a consolidation phase despite a better-than-expected Q4, says Sneha Poddar of Motilal Oswal. She expects real earnings momentum to emerge only in
June 8, 2025