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August 4, 2025
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Muted Q1 earnings point to weakening micro: Is the easy money phase over?

At the halfway mark of the earnings season, results from BSE 500 firms show a weak trend. Key sectors like banking and IT report rising stress and slowing growth. Despite robust monsoon hopes and government capex plans, economic recovery appears uneven, urging investors to shift focus to stock-specific opportunities.

​At the halfway mark of the earnings season, results from BSE 500 firms show a weak trend. Key sectors like banking and IT report rising stress and slowing growth. Despite robust monsoon hopes and government capex plans, economic recovery appears uneven, urging investors to shift focus to stock-specific opportunities. 

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