As the fourth quarter earnings season draws to a close, let us understand how the earnings outlook has changed in the last 3 months. While most analysts are broadly satisfied with the quarterly numbers, there have been some hits and misses.
In today’s special podcast with independent market expert Rajiv Nagpal, we review the earnings season to find outperformers.
Listen in.
Welcome to the show Mr Nagpal.
1) Which sectors surprised analysts the most in terms of earnings growth in the quarter gone by?
2) What is the outlook on consumer and auto companies given the input cost pressure due to a rise in the price of commodities? What hints have you got on this from management concalls?
3) Which sectors may continue to impress in the coming earnings season as well?
4) If the results of key Nifty companies show signs of weakness in the first quarter due to the impact of localised lockdowns, do you think it will be difficult for the market valuations to sustain?
Thank you Mr Nagpal. That’s all in today’s special podcast but keep checking this space for more such interesting content. Good bye!
