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IV SUBRAMANIUM
Cash flows of FMCG sector remains strong: IV Subramanium, Quantum AMCThere was no point in holding onto the consumer staples which has a PE ratio upwards of 30 times, says IV Subramanium.- Banking stocks look attractive from valuation perspective: IV SubramaniumThey do look attractive from a valuation point of view but you need some more patience to actually see the stock prices move up, says IV Su...
- Auto stocks will be robust in the long term: IV SubramaniumIf I look at the demand conditions over the next three to five years both in two wheelers and in four wheelers space, it will be quite robu...
- Continue buying into SBI: IV Subramanium, Quantum AdvisorsWe have been adding to that stock as and when the stock price showed some weakness and we would continue to do that.
- Hold on to HDFC Bank: IV Subramanium, Quantum AdvisorsWe still see predictable growth numbers coming over the next many years. So, we are a little more comfortable in holding onto HDFC Bank.
- Continue to hold on to TCS and Infosys among IT stocks: IV Subramanium, Quantum AdvisorsAs long as the cost arbitrage exists between labour cost in the US and the labour cost in India, hese companies would continue to do well.
- Financial stocks look attractive in the long term: IV Subramanium, Quantum AdvisorsWe think that although inflation is a concern and the near-term margins could be an issue, most of the financials had corrected significant...
- Auto demand hit is temporary: IV Subramanium, Quantum AdvisorsI do not think you will find that dramatic fall or a continuous fall in the car demand.
- Lot of upside left in HDFC Bank: IV Subramanium"It is not that I am buying these stocks fresh now. Having bought that, we do not want to sell it now because we still think there is lot o...
- Bullish on IT stocks: IV Subramanium"I continue to be bullish on the segment and therefore I have not really changed my outlook on the business."
- Bullish on the markets from a 2-3 year perspective: IV Subramanium"I am extremely bullish largely because I am looking at a 2-year view or a 3-year view and definitely the earnings look quite robust over t...
- Markets could touch 26000-27000 in two years: IV Subramanium"We still stick to our view that over the next 2 years, the markets could be upwards of 26000-27000 and we are quite happy staying with tha...
- Yet to find sugar space favourable to invest: IV SubramaniumWe have avoided this sector because it is again very not regulated but definitely there are lot of policies which can be announced which co...
- It is worthwhile picking banking stocks now: IV SubramaniumSo as long as the banks focus on asset quality and the management is good, we have no problem facing the headwinds for the next few months ...
- There is a reason to buy and hold large cap IT stocks: IV SubramaniumThere is little upside in the large cap IT stocks but when you look at the IT stocks per se, I still think that there is reason to buy and ...
- Positive on banking sector: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about banking stocks.
- Positive on the IT sector stocks: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about IT sector stocks.
- Engineering stocks expensive: IV Subramanium, Quantum AdvisorsIV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about engineering stocks.
- Metal space is quite attractive: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in conversation with ET Now talks about metal stocks.
- Hold onto OMCs for now: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in conversation with ET Now talks about OMCs.
Load More- Continue buying into SBI: IV Subramanium, Quantum Advisors
