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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