#earnings-downgrade
BofA sees foreign exodus from Dalal Street extending into 2027
Indian stocks are underperforming globally. Foreign investors are unlikely to return before 2027 or 2028. This is due to earnings downgrades and a weakening rupee. Other Asian markets are attracting investment with AI-linked plays. India's valuations remain e…
India still overvalued versus Asian peers, earnings downgrades the 'elephant in the room': Manishi Raychaudhuri
India's valuation gap with Asian peers persists due to declining earnings estimates across all sectors, a stark contrast to Korea and Taiwan where surging EPS forecasts have made rallies cheaper. Veteran investor Manishi Raychaudhuri highlights this as the ma…