ETMarkets Smart Talk: Sampath Reddy sees value in select banks, metals, consumer & pharma sectors

''Corporate earnings have had strong growth for the past two years in spite of the Covid-led slowdown by registering a growth of about 18% and 37% in FY21 and FY22 respectively.While the earnings growth estimates for the FY23 continue to be good at about 18-20%, there remains a concern about rise in inflation and interest rates.''

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