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Earnings downgrade cycle has bottomed out: Mahesh Nandurkar

PUBLISHED ON: November 7, 2012 | Duration: 8 min, 27 sec

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Mahesh Nandurkar of CLSA feels that the earnings downgrade cycle has bottomed out with more positive surprises as compared to the negative surprises. He has rejigged his investment preferences recently, cutting his underweight on industrials.
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