Does the earnings growth trajectory look sustainable in next 3-4 years? Aashish Somaiyaa answers
“There is margin pressure and that would result in sector rotation. Some sectors would relatively stand out and some would come under pressure. So on an aggregate, we do not sometimes get the clear picture but net-net, we have to be bottom up and look for sector rotation or where things are changing; but broadly, valuation is not the issue.”
