The rising tide in equities may not raise all the boats, according to Kashyap Javeri

Javeri believes increased focus hereon will be on the companies’ ability to be resilient to any external shocks and take advantage of India’s structural demand rebound.

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India may be expensive, but offers better EPS growth over FY23-25

One can keep a sector-specific approach while selecting stocks. A largecap focussed portfolio looks interesting and some mid-cap and small-cap companies can also be added,” says…

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These 3 factors will help corporate earnings in coming years

We see multiple triggers to earnings growth as we move into the next 2-3 years.

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Scope for upgrade in financials; CRAMs can be multi-year growth story

Kashyap Javeri believes given the increase in spending on IT locally as well as globally, IT could be a multiyear spending story.

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