Chakri Lokapriya expects prolonged earnings pressure despite market optimism

LGT Wealth’s Chakri Lokapriya notes that earnings cuts are expected to continue, potentially impacting Nifty’s growth. However, he sees potential for market improvement in the second half with interest rate cuts and stability. Lokapriya highlights TVS Motor’s excellent numbers and execution, recommending a buy, but cautions against applying their success to the entire two-wheeler sector.

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