Market Views - August 2026 | 4 Aug 2026 | Alchemy Capital Management
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Top 500 company earnings (174 reported, ~45% market cap) show revenue expansion of +22.6% YoY driven by commodity inflation, while headline PAT growth sits at +4% YoY [00:00:27].
- Adjusting for high-volatility/distorted sectors (Metals/Mining and Oil & Gas OMCs hit by un-passed crude spikes), underlying corporate earnings growth is robust at +20% YoY [00:03:25].
References
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