Searched for
IV SUBRAMANIAM
Cautious about capital goods sector: IV Subramaniam, Quantum AMC'The stocks are up by around 100 per cent and valuations definitely do not look cheap.'- Not shocked or excited by earnings results: IV Subramaniam, Quantum AMC'It may not be in line what the markets had assumed but we did expect the infra and engineering companies to show some sort of pick up in t...
- Geopolitical issues and local triggers will define the course of the markets: IV SubramaniamThe amount of money available across the globe probably pushed some of the near term investors to take certain risks.
- Most real estate stocks may see some good correction going ahead: IV SubramaniamMost of the others realty stocks have run up purely based on euphoria. Many of them may see some good correction going ahead, he said.
- Engineering stocks look very expensive; IT stocks attractive: IV SubramaniamMany of the IT stocks have not really run up and their balance sheet is good. They generate huge amount of cash and that looks attractive t...
- Valuations have been fairly expensive in Pharma sector: IV SubramaniamIf you see our portfolio, we do not have HDFC Bank. We had sold out of that at the beginning of last year but the portfolio still holds on ...
- Cautious on banks: IV SubramaniamI still like both the large cap and the midcap names but I would look at quality as the key factor before deciding to buy.
- Bearish on FMCG: IV SubramaniamRather wait and buy at attractive valuations then presume that things would work itself out even if you buy at higher valuations.
- Remain bullish on IT sector on strong business prospects: IV SubramaniamBusinesses are reasonably stable and things seem to be picking up for them and rupee depreciation does help them at least in the near term.
- See some value in NTPC stock post correction: IV SubramaniamSo 11% decline yesterday in NTPC was an attractive point to look at these stocks again.
- Don't see funds moving towards growth stocks from defensives: IV SubramaniamThe other point of worry is while the growth looks good and things seem to be reviving, there is still huge tapering which needs to be done...
- Don't see near-term catalyst for metal stocks to perform: IV Subramaniam"We do not see any near term catalyst for these stocks to perform very strongly. However, given the valuations, we like this sector," says ...
- Positive on IT sector, large-cap stocks doing well: IV Subramaniam, Quantum Asset Management CompanyThe long term trends still look to be quite good for all the IT companies and particularly the larger ones, says IV Subramaniam.
- See more upside in two-wheeler large-cap stocks: IV Subramaniam"The large two wheeler cos also generate good amount of cash and some of them would also benefit from a strong export business given the we...
- Will buy into banking stocks that command cheap valuations: IV Subramaniam"In a well managed bank with a decent credit growth and good asset quality, if the valuations look cheap we are quite happy buying into tho...
- Quite okay with owning PSU stocks: IV SubramaniamIn the case of other businesses like construction and engineering, which is dependent on government expenditure, our base thought is that t...
- Hold telecom for some more time: IV Subramaniam"We still like it, we will hold but whether we will go overweight? I do not think so."
- Look for downtrend in consumer durable: IV Subramaniam"At this point in time we still hold the cash to the extent of 10% to 12% and any decline in prices would be use as an opportunity to buy."
- BHEL, Thermax, Voltas could look attractive at certain price: IV Subramaniam, Chief Investment Officer, Quantum AMCBHEL, Thermax, Voltas could look attractive at certain price: IV Subramaniam, Chief Investment Officer, Quantum AMC
- Expect upside for HDFC: IV Subramaniam"It could be a six months of bad situation and if things changed then all these stocks are worthwhile holding on."
Load More
