Nifty: ETMarkets’ Investors Guide: What does the Q2 report card mean for investors? | The Economic Times Podcast

Hello, you have tuned into ETMarkets Investors’ Guide, a show about asset classes, investment ideas and market trends. I am Nikhil Agarwal.

While cyclicals dragged, financials managed to lead earnings growth for Nifty in the September quarter earnings season. Which were the biggest hits and misses in Q2? Should you rejig your portfolio based on one quarter’s earnings?

To discuss this and more, let’s talk to Mr Rajiv Nagpal, Head of Research and Market Products at ET in today’s special podcast.

Welcome to the show Mr Nagpal.

1) Most analysts were impressed by the performance of financials in the Q2 earnings season. Do you agree?

2) Do you think cyclicals and pharma companies were the biggest disappointment?

3) Amid all the negative news around global slowdown, do you think it is better to stay away from export-oriented sectors for the next few months?

Thank you Mr Nagpal. That’s all in today’s special podcast. But do keep checking this space for more such interesting content. Good bye!

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