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NuggetsShowing 7 of 7
Apollo: There are no signs of a slowdown in corporate earnings expectations, see chart.
What say? too much optimism or justified?
"If India's exports pick up... we've always seen that that has an implication for corporate capex in the region as well as in India. So it will trigger an additional improvement in capex which in turn drives industrial production. So there's going to be a virtual cycle that unfolds for India too." — Chetan Ahya [04:50]
*"We…
'What's working in 2026? What worked in 2025' - ZeroHedge
Okay, probably will see a few more in the list...
Indian Banks Reach Their Healthiest State in Decades: GNPA & NNPA At Multi-Year Lows | Economic Survey 2025-26
Sooner rather than later..