Nifty, Sensex log worst Samvat returns in 15 years. What lies ahead in 2083?
BSE is in focus in a quarterly results development.
· LiveMint Markets
The next sustainable market rally will have to be driven by earnings growth rather than merely liquidity or valuation expansion, one expert said.
The analysis
Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Why it matters
- Rate decisions ripple straight into banks, NBFCs and every rate-sensitive sector — from real estate to autos.
- With BSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- A market-wide development: it reaches beyond any single stock.
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