We are focusing more on the bottom-up strategy rather than the top-down strategy. So, wherever we see earnings surprises, wherever we see non-linearity, either in terms of earnings growth or possible multiple expansion, that is where we are basically moving towards.
Earnings growth to drive stock selection, limited market upside in near-term: Aniruddha Naha
The last two quarters have been pretty suboptimal in the sense the earnings were below 10%, I think so this quarter will be no different
January 9, 2025