
Are India's markets overlooking a powerful earnings recovery? Raamdeo Agrawal, Chairman & Co-founder, Motilal Oswal Financial Services, believes corporate earnings momentum is strengthening and investors may not have to wait much longer for markets to respond. In an exclusive conversation with Siddharth Zarabi, Group Editor, Business Today, and Sakshi Batra, Business Today, Agrawal says the current earnings cycle could deliver strong growth from this Samvat to the next. Drawing on four decades of market experience, he argues that markets tend to perform best during the year of strongest earnings growth. His message to investors is clear: waiting for earnings to peak could mean missing the opportunity. With markets yet to fully price in the recovery, could this be the window to invest?