34: What do Q1 earnings indicate about macros and markets
All Things Markets
English - August 06, 2020 03:30 - 16 minutes - 15.5 MB - ★★★★★ - 1 ratingNews Commentary News industry news fmcg construction stocks banking rbi bse aadani financial news financials Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Few better-than-estimated June quarterly earnings have bolstered hopes that Indian companies may recover faster than previously expected. Management commentaries suggest companies are implementing cost rationalization measures across key sectors to protect EBITDA margins and the bottom line given the uncertainty. So, what does the June quarter earnings so far indicate. To understand that I am joined by Pankaj Panday, Research Head, ICICI Direct.