As we enter 2023, India could continue to benefit from a high investment-to-GDP ratio (at 33% in FY23 versus 30.5% in FY21), higher infra, railway, road, and defense spending by the government; continued revival in the real estate sector, PLI-driven investments and supply chains are being consciously decoupled as national security concerns outdo economic efficiency.… Continue reading ETMarkets Smart Talk: 7 things which markets want from Finance Minister in Budget 2023: Deepak Jasani
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ETMarkets Fund Manager Talk: Don’t bet on events like Budget as impact on markets reduced: Viraj Mehta, Equirus Wealth
Among non-financials, operating margin has been impacted due to raw material inflation and other supply chain issues. But I see some recovery in margins for non- financials and healthy topline and bottomline growth for financials, which will enable double digit EPS growth for 2023 or FY24. Read More