Earnings recovery still not priced in, says Kotak Life's Hemant Kanawala
India's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of Kotak Life Insurance.
In an interaction, he highlights large-cap valuation comfort, Q1 earnings growth, and top sector picks including financials and telecom.
5News aggregated this summary from the outlet’s public feed. The full article, with all the context, is on economictimes.indiatimes.com — the content belongs to The Economic Times.