ETMarkets Investors’ Guide: Q1 atypical quarter for earnings; look beyond it: Satish Ramanathan, JM Financial AMC

Welcome to ETMarkets’ Buyers Information, a present about asset lessons, market traits, and funding alternatives. That is Nikhil Agarwal.

Earnings season is right here. Following bellwether TCS’ quarterly earnings on Friday, a handful of huge firms would disclose their quarterly outcomes over the subsequent couple of days. Buyers are involved over probably downgrades in earnings. They’re uncertain whether or not the current correction out there has factored in a pointy surge in enter price, a possible drop in margin and demand slowdown for company, if any.

ETMarkets caught up with Satish Ramanathan, CIO – Fairness, JM Monetary Asset Administration Firm, to know his broader expectations from the earnings season and his piece of recommendation for buyers.

Hear in!

1)What are your broader expectations from the Q1 earnings season?
2) That are the sectors that you just see driving Nifty50 earnings progress this quarter?
3) Title just a few sectors the place earnings downgrades are imminent and risk-reward appears unfavourable.
4) At what ranges would you discover Nifty50 attractively valued? Do you assume it’s a good time to build up shares?
5) What could be your recommendation to buyers? How ought to they learn Q1 earnings?

Thanks Mr Ramanathan for the insights.

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(Disclaimer: Suggestions, solutions, views, and opinions given by the consultants are their very own. These don’t symbolize the views of Financial Occasions)