Archive · 22 Sep 2025
Earnings Growth Could Be Sluggish: Old Bridge AMC's View
Old Bridge Asset Management thinks the Indian stock market's earnings growth might not be very strong in the next two years.
They believe that government tax cuts won't be enough to boost earnings significantly.
They also mention that some stocks are priced too high, and foreign investors are selling because other markets are cheaper.
The fund house is holding a higher-than-average amount of cash, suggesting caution.
Earnings growth may remain sluggish for the next two years.
Tax cuts and relief are insufficient to significantly move earnings.
The market breadth is expected to narrow.
Foreign investors are selling due to valuations and other markets.
Old Bridge AMC maintains a cautious cash position.
- Who
- Old Bridge AMC
- What
- Discusses market outlook and earnings
- When
- Near term
- Where
- Indian Market
- Why
- Valuations, growth, and global factors
- Earnings Growth Forecast
- Mid to high single digits
- Market Breadth
- Expected to narrow
- FPI Selling Reason
- Valuations and other cheaper markets
- Cash Position (Old Bridge)
- 11%
