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Earnings growth to play larger role in determining portfolio returns than valuation re-rating: Nilesh Shah

Earnings growth is likely to play a larger role in determining portfolio returns than valuation re-rating in the near term, as valuations of Indian equities remain neither cheap nor expensive, according to Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company.

We haven't written up this one. The Economic Times - Top News has the full story — the link below goes straight to it.

Read the original at economictimes.indiatimes.com →

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