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CORPORATE EARNINGS GROWTH
US corporate profit margins widen to highest on recordUS corporate profit margins reached a record 19.4% in the second quarter, up from 18.2%, as profits jumped nearly 10%. Strong consumer spen...
Bernstein cuts PFC, REC target prices as bank competition weighs on loan growthBernstein has retained an Outperform rating on Power Finance Corporation (PFC) and REC but cut its target prices and loan-growth estimates,...
ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam SharmaSharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
Axis Bank bets on data centres to gold loans to outpace industry credit growthAxis Bank expects credit growth to exceed industry averages this fiscal year. Strong demand stems from corporate sectors and retail borrowe...
Q1 earnings show resilience, but downside risks still loom. HSBC explains whyIndian companies delivered better-than-expected Q1FY27 earnings, with around 70% of firms meeting or beating HSBC’s estimates. Mid- and sma...
Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta BhandwaldarWe are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy p...
Japan plans tax break to shake up low-return businessesJapan's government is considering tax breaks on non-core business sales. This move aims to accelerate corporate restructuring and industry ...
ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
Growth broadens across India Inc: What an 8-quarter earnings review reveals about sectors, risks and returnsET Wealth presents an 8-quarter earnings assessment report of various sectors. The year-on-year net profit growth for 18 sectors is present...
Global Market: Japan’s Nikkei swings as AI stocks slip ahead of Nvidia resultsJapan’s Nikkei swung between gains and losses on Monday as investors turned cautious ahead of Nvidia’s earnings this week. AI-related stock...
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash AgarwalWhile foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earni...
PSU banks offer highest alpha potential; IT faces uncertainty: Omniscience CapitalIndia’s domestic economy remains resilient, with healthy revenue and earnings growth despite geopolitical uncertainties, according to OmniS...
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
Global Market: European blue-chip earnings outlook improves as recovery broadensEuropean blue-chip earnings expectations improved for a ninth consecutive week, with profit growth forecasts for STOXX 600 companies rising...
Power Finance Corporation and REC shares fall up to 3% after Morgan Stanley downgradePFC and REC shares fell on Thursday after Morgan Stanley downgraded both stocks to Equal-Weight and cut their target prices. The brokerage ...
ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
Why rising Treasury yields are becoming a growing risk for the US economyA sell-off in U.S. Treasuries has pushed yields higher, raising borrowing costs for households, companies and the federal government. Highe...
Rupee, price tailwinds for Indian exporters may fade in H2FY27: NuvamaIndian exporters may see revenue tailwinds from rupee depreciation fade soon. Elevated prices and currency depreciation supported export gr...
US Stock Market: Fed uncertainty, oil prices in focus as earnings sustain market optimismInvestors enter the week focused on interest rates, inflation and geopolitical risks, while strong corporate earnings support equities. The...
Q1 earnings show resilience as demand, cost headwinds prove less severe than expected: ICRAICRA said India Inc’s Q1 FY27 earnings began on a stronger-than-expected note, with revenue growth accelerating to 22%. Despite margin pres...