Earnings season not as weak as feared, downgrade cycle may be ending: Nitin Raheja

August 5, 2025

Julius Baer Wealth Advisors’ Nitin Raheja suggests the economic slowdown might not be as bad as feared. Earnings season results, particularly in IT and banking, exceeded expectations. Raheja remains positive on the cement sector, citing strong profitability and infrastructure spending. He anticipates continued uptrend for cement companies.

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