ETMarkets Investors’ Guide: Q1 atypical quarter for earnings; look beyond it: Satish Ramanathan, JM Financial AMC | The Economic Times Podcast

Earnings season is here. Following bellwether TCS’ quarterly earnings on Friday, a handful of big corporations would disclose their quarterly results over the next couple of days. Investors are concerned over likely downgrades in earnings. They are unsure whether the recent correction in the market has factored in a sharp surge in input cost, a likely drop in margin and demand slowdown for corporate, if any.

ETMarkets caught up with Satish Ramanathan, CIO – Equity, JM Financial Asset Management Company, to know his broader expectations from the earnings season and his piece of advice for investors.

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1)What are your broader expectations from the Q1 earnings season?
2) Which are the sectors that you see driving Nifty50 earnings growth this quarter?
3) Name a few sectors where earnings downgrades are imminent and risk-reward looks unfavourable.
4) At what levels would you find Nifty50 attractively valued? Do you think it is a good time to accumulate stocks?
5) What would be your advice to investors? How should they read Q1 earnings?

Thank you Mr Ramanathan for the insights.

That’s all in this week’s special podcast. Do keep checking this space for more interesting content and take time out to follow our market podcasts twice every day. Stay safe and Happy Weekend!

(Disclaimer: Recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of Economic Times)