10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26

10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26

Source: Live Mint Earnings have seen a 10% downgrade for FY25, affecting large-, mid-, and small-caps alike, said Trideep Bhattacharya, president and chief investment officer-equities at Edelweiss Asset Management Company Ltd, which oversees equity assets totalling nearly ₹23,000 crore. This broad-based reduction suggests a gradual recovery, rather than an immediate rebound, he said, adding, “We…

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Trump 2.0: How to make your portfolio great again

Trump 2.0: How to make your portfolio great again

Source: Live Mint —Donald Trump, The Art of the Deal Some have called it the ‘greatest political comeback of all time’. Others labelled it as the world’s most extreme ‘reality television show’. Donald Trump’s crushing victory in the US presidential elections has elicited a range of responses, from giddy delight to soul-crushing despair. But for…

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