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Earnings recovery still not priced in, says Kotak Life's Hemant Kanawala

India's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of Kotak Life Insurance. In an interaction, he highlights large-cap valuation comfort, Q1 earnings growth, and top sector picks including financials and telecom.

23 Aug 2026 10:15 am