We were a little ahead of time but still betting on these 4 sectors: Rajesh Kothari
“Can corporate India deliver 15% plus earnings growth over the next two-three years? The answer is definitely yes. Look at the non-food credit growth. Very healthy numbers came yesterday. It is probably the highest in the last 100 months. The corporate earnings were reasonably good in Q1, despite so many challenges on the raw material side. We are in a good state of health.”
