<ul data-eligibleForWebStory="false"><li>Vikas Khemani, from Carnelian Asset Management, predicts 14-16% growth in India's corporate earnings, but disagrees with JPMorgan on the quarter-specific turnaround.</li><li>JPMorgan sees April-June quarter as the 'turnaround' quarter for India's earnings growth, not betting much on Q1.</li><li>Khemani favors the banking and NBFC sector due to RBI's liquidity infusion and growth-oriented policies.</li><li>He points out the importance of sector-specific picks, highlighting a bullish stance on banking and NBFCs amid fresh liquidity push.</li></ul>

Turnaround In Q1 Or Q2? This Market Experts' Bets Differ From JPMorgan — Here's How

Discover more