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ETMarkets Smart Talk: Jinesh Gopani of Axis Mutual Fund hands out 5 mantras of stock picking
"Going forward, we believe earnings will continue to set the direction for the markets. The latest earnings disclosures by companies point to a healthy outlook for the markets in contrast to consensus analyst expectations. This gives us confidence that H2 will likely be better than H1. Markets have already digested several macroeconomic negatives."