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CAPEX LED EARNINGS UPGRADE CYCLE
Chris Wood: Indian markets to rally if capex cycle resumes18 Apr, 2018, 11.02 AM IST
Expect subdued performance from capital goods stocks for next 2-3 quarters: MOSL19 May, 2020, 12.57 PM IST
Do not see CV cycle picking up for next 12-18 months: Manish Bhatnagar, SKF India22 Feb, 2021, 03.46 PM IST
'Domestic-led sectors to drive earnings'14 Aug, 2015, 08.28 AM IST
Expect to see earnings upgrade in FY 1618 Nov, 2014, 08.58 AM IST
Pick up in capex cycle in India nowhere in sight: Ambit Cap26 Sep, 2016, 06.48 PM IST
Market lacks support from earning upgrades: NomuraStock-mkt-1.jpg
23 Oct, 2012, 10.03 AM IST
Developed markets seeing earning upgrades: JP MorganET7.jpg
28 Jan, 2011, 03.01 PM IST
Slower investment cycle to impact cyclical earnings: ICICI Pru13 Apr, 2015, 09.40 PM IST
Reforms push led to the upgrade: FM Jaitley on Moody's rating17 Nov, 2017, 09.03 PM IST
Weak economy led to lower earnings: Mukesh AmbaniMukes-RRRR.jpg
20 Jan, 2012, 07.26 PM IST
PET film price drop led to lower earnings: UflexEarnings.jpg
13 Feb, 2012, 11.46 AM IST
'Q2 earnings led by better offtake during Sept'02 Nov, 2015, 11.02 AM IST
Capex cycle expected to revive around September quarter: Samit Vartak, SageOne Investment Advisors31 Dec, 2019, 01.14 PM IST
'Earnings downgrades in Q1 have led to de-rating of markets'ET7.jpg
26 Aug, 2011, 10.36 AM IST
Tax cut: Consumption, capex & earnings set to get a boost, says Siddharth Khemka20 Sep, 2019, 06.31 PM IST
Portfolio Management Talks: Why Manish Sonthalia positive on tech, banks, auto, capex-led sector07 Apr, 2023, 02.20 PM IST