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Will second wave delay earnings recovery in FY22?
MP3•Episode home
Manage episode 291086611 series 2624847
Content provided by All Things Markets and Mint - HT Smartcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by All Things Markets and Mint - HT Smartcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Pandemic stress and subsequent regional lockdown have not yet curbed the markets’ optimism for FY22 earnings. However, localized restrictions are expected to lead to some downward revisions in earnings, but that could be limited as large corporates are better prepared this time. A large economic damage like last year is unlikely to happen. The question is will second wave of covid delay earnings recovery in FY22? To discuss that Mint's Nasrin Sultana is joined by Hiren Ved, Director, CIO and CEO, Alchemy Capital Management.
…
continue reading
101 episodes
MP3•Episode home
Manage episode 291086611 series 2624847
Content provided by All Things Markets and Mint - HT Smartcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by All Things Markets and Mint - HT Smartcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Pandemic stress and subsequent regional lockdown have not yet curbed the markets’ optimism for FY22 earnings. However, localized restrictions are expected to lead to some downward revisions in earnings, but that could be limited as large corporates are better prepared this time. A large economic damage like last year is unlikely to happen. The question is will second wave of covid delay earnings recovery in FY22? To discuss that Mint's Nasrin Sultana is joined by Hiren Ved, Director, CIO and CEO, Alchemy Capital Management.
…
continue reading
101 episodes
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