Heavy Weight On Financials And Autos; Expect Earnings Growth 20-25% Over Two Years | English News

Siddharth Bothra, Fund Manager, Motilal Oswal AMC joins ET NOW to help us understand the current market construct and sectoral bets amid challenging macros. He believes the macro risk is largely systemic in nature and will always remain in the market therefore one should look at domestic companies with good pricing power to mitigate the risk. As we near Q2FY22 earning season, he shares his views and doesn’t expect much downside risk in the short term. “Export-oriented companies could see pressure coming by Q4 if the current scenario continues. Overall, Q4 onwards may see the risk if macros continue to worsen” he says. From a long-term perspective, earning growth likely to remain strong within the range of 20-25% in the next two years. Bullish on Financials and Autos; growth is coming back strongly. Listen In! #ETNow #LatestNews #Siddharth BothraRead More