{
  "id": 779004,
  "title": "Earnings growth to play larger role in determining portfolio returns than valuation re-rating: Nilesh Shah",
  "url": "https://urgent.news/2026/08/13/earnings-growth-to-play-larger-role-in-determining-portfolio-returns",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-13T12:21:22.000Z",
  "source": {
    "name": "The Economic Times - Top News",
    "slug": "the-economic-times-top-news",
    "url": "https://economictimes.indiatimes.com/markets/stocks/news/earnings-growth-to-play-larger-role-in-determining-portfolio-returns-than-valuation-re-rating-nilesh-shah/articleshow/133211910.cms"
  },
  "original_language": "en",
  "account": null,
  "summary": "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.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}