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Harshad Borawake 1737982010447 1748333057629

Earnings growth will rebound; overweight on financials, consumption, pharma, says Harshad Borawake of Mirae Asset

Admin010 mins

Expert view on markets: Harshad Borawake, the head of research and fund manager at Mirae Asset Investment Managers (India), says amid current volatility in the Indian stock market, one should stick to the diversified asset allocation and continue to invest through regular investment plans like SIPs. In an interview with Mint, Borawake shared his views…

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CONSUMPTION 1746534555835 1746534556108

Q4 earnings watch: Consumption giants drive revenue but lag in profits

Admin05 mins

Consumption-focused companies drove a significant share of revenue growth for India Inc. in the March quarter (Q4), the final leg of fiscal year 2024-25, even as profit growth lagged. In contrast, non-consumption sectors turned in more robust bottomlines, pointing to a shifting dynamic in corporate performance. This divergence—where consumption-led firms maintained sales momentum but ceded…

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