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Topic: Earnings Growth

Earnings growth is a critical factor driving stock market performance and investor returns.

More on: Earnings Growth

The topic of Earnings Growth is central to several of the podcast episodes provided, as it relates to the performance of stock markets, investment strategies, and the broader economic outlook.

For example, episode "Is India still attractive for investors?" explores the relationship between India's economic growth, corporate earnings growth, and market returns. Similarly, episode "Equity Opportunities Beyond AI" discusses the normalization of earnings growth rates between tech giants and the broader market, and how this impacts market breadth.

Additionally, episode "The Dividend Cafe Monday - April 29, 2024" covers the expected slowdown in earnings growth for major tech companies, known as the 'magnificent seven,' due to the base effect. Finally, episode "#1022 - Is the Bull Run for Stocks Over? | With Jurrien Timmer" highlights the importance of earnings growth in supporting the stock market rally and its relationship with bond yields.

All Episodes