The Core Report #725 The Earnings Story Sinks In As Mid Caps Race Ahead
Nov 13, 2025
Ramesh S Damani, a seasoned value investor and member of the Bombay Stock Exchange, shares insights on Warren Buffett's impactful shareholder letters and their lessons in value investing. Chirag Doshi, Chief Investment Officer at LGT Wealth India, discusses the implications of low inflation on fixed income markets and suggests a strategic investment approach. Together, they explore India's evolving economic landscape, the potential benefits of an oil glut, and key factors influencing interest rates.
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Midcaps Rally On Earnings Strength
- Strong mid-cap earnings and valuation comfort have driven the Nifty Midcap 100 to record highs despite larger indices lagging.
- Analysts link this to better-than-expected Q2 results and operational resilience in a tough environment.
Oil Glut Expected To Help India
- Analysts expect an oil supply surplus next year, which would reduce India's import bill and boost macro fundamentals.
- Short-term disruptions (e.g., Russian sanctions) may support prices around $60 per barrel.
Translate Export Mission Into Action
- The $5bn export promotion mission must issue clear guidelines, ensure adequate funding, and build coordination to help exporters.
- Without swift rollout and a new online system, small firms will remain unsupported.
