Cloudy macro, improving micro makes this a great phase to accumulate stocks
Carnelian Capital’s founder says strong Q1 earnings, 18% credit growth, healthy tax and GST collections, falling oil prices and 14–15% FY27 earnings growth make the current “vintage” attractive despite geopolitical uncertainty
Carnelian Capital’s founder says strong Q1 earnings, 18% credit growth, healthy tax and GST collections, falling oil prices and 14–15% FY27 earnings growth make the current “vintage” attractive despite geopolitical uncertainty
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