Rakshit Ranjan highlights a slowdown in Nifty 50’s earnings growth, coupled with high valuations, creating market uncertainty. He suggests a shift towards bottom-up stock picking, emphasizing earnings surprises as key drivers. Marcellus’ CCP portfolio focuses on companies with competitive advantages and high reinvestment rates, particularly in healthcare and evolving retail models.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets