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Where will we see the biggest earnings trajectory from here on? Vinod Karki answers
“From a cycle perspective, we are looking quite good in terms of corporate profitability. Overall, the profit cycle continues to be trending upwards in terms of profit to GDP. Even within the NSE 200, which is the investable universe, the cyclicals are driving earnings growth. The maximum beats and upgrades we saw were within financials and some of the industrials, the typical cyclical companies.”