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indian equity markets: ETMarkets Smart Talk: India remains a relative oasis of growth among the larger G20 economies: Sanjay Chawla

"On the earnings front, we expect aggregate earnings to continue to deliver low teen growth. Hence, on an overall basis, we expect the Indian market to deliver returns that are in line with earnings growth. To sum up, reasonable valuations coupled with one of the highest growth rates make for a compelling case of attractive compounding returns for Indian markets." ....

Sanjay Chawla , Information Technology , Paribas Mutual Fund , Morgan Stanley , Might Also Like , Emerging Markets , Indian Equity Markets , Make In India , Baroda Bnp Paribas Mutual Fund , Expert View , Stock Market , Etmarkets Smart Talk ,

Chart of the Day: What do India Inc's rising cash flows signal?

Free cash flows have jumped nearly three times between FY20 and FY23, setting the stage for new capex cycle ....

Sanfordc Bernstein , Do India Inc , India Inc , Free Cash Flows , India Inc ,

Centre looks to front-load capex, use 60% of budgeted amount by October

Sources say the change in strategy this fiscal is in view of the approaching elections and the need to maintain the growth momentum ....

Controller General , Special Assistance , Capital Investment ,

suresh soni: Suresh Soni is betting on capex, credit & consumer stocks. Here's why

“We are focused a lot more on the domestic-oriented sector. We believe that even if one were to look at the earnings growth thus far, the disappointment has been generally from the global-facing sectors like IT, metal, oil and gas. The domestic-oriented sectors – be it auto or industrials, have done really well.” ....

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