How critical are Q2 earnings as liquidity normalisation set to start

Investors are eagerly watching company results to see whether earnings growth justifies share-price gains during the sizzling stock-market rally this year. Companies are facing rising investor expectations going into the second-quarter earnings season as the Indian markets have outperformed global peers, with valuations near historic highs. However, the market faces possible headwinds from rising commodity and energy prices, global supply-side disruption, and potentially unfavourable bond-equity yield dynamics. So, how critical are Q2 earnings for markets as liquidity normalisation both by the US Fed and RBI may start to set in soon. To understand that, Mint’s Nasrin Sultana is in conversation with Ajay Tyagi, Head of Equity, UTI AMC.

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How critical are Q2 earnings as liquidity normalisation set to start is an episode from All Things Markets by All Things Markets.

This episode is 00:22:04 long.

This episode was published on Oct 21, 2021.

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