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JITENDRA SRIRAM
FY27 earnings growth may drop to 10%: Jitendra Sriram on the impact of sustained $100 oilThe war forced changes on quite a few fronts. First was a re-assessment of the “new-normal” for crude and on certain commodities where supp...- Launch of all-terrain vehicle driving Eicher Motors: Jitendra SriramEvery economy, when it goes through this stage of $1000 per capita to $2000 per capita, witnesses a shift in consumption trend, Sriram says.
- Non-ferrous metals, utility, telecom stocks look exciting: Jitendra SriramSriram is also positive on private sector banks and state-run upstream oil sector.Among non-ferrous players, he prefers zinc players.
- India to be among top Asian markets over next year-and-a-half: Jitendra Sriram, HSBC Securities"We see about 7% return for the period mentioned. Though it is not a very ballistic return, it will still put India among the top Asian per...
- Have a constructive view on markets: Jitendra SriramWe are constructive about the market but that does not mean that near term you may not see a little bit of speed bumps.
- FII outflows may be a temporary phenomenon till Nov: Jitendra Sriram, HSBC Securities'This is a temporary phenomenon, which may stretch uptil November, when probably people may not want to put through unnecessary risks in th...
- Strong rupee has led to euphoria in auto stocks: Jitendra SriramThe currency strengthening has also helped in terms of the margin profiles which is where it is broadly leading to the euphoria at this sec...
- Markets want investment fix from new government: Jitendra SriramInvestment fix is the one thing that India needs immediately because it is related to all other issues like weak job creation.
- Market volatility due to F&O expiry and MSCI rebalance: Jitendra SriramShort-term gyrations of the market due to the F&O expiry this week plus you have the overhang of MSCI rebalance into this month end.
- Small cabinet will get things moving fast: Jitendra SriramIt is small which makes it probably a better candidate for being fleet-footed because of a fewer people to coordinate with and get things m...
- Arun Jaitley can pull economy out of low trajectory investment led growth: Jitendra SriramArun Jaitley understands the perspective of what the electorate wants, what the corporate sector wants, what is required to turn around inv...
- Positive on export-focused companies like Bharat Forge or Motherson Sumi: Jitendra Sriram"Positive on export-focused companies like Bharat Forge or Motherson Sumi."
- Niche consumption sector to do well with rise in youth population: Jitendra Sriram"Niche consumption sector to do well with rise in youth population."
- Buoyant interest rates to hurt FMCG, we are biased towards IT: Jitendra Sriram"Buoyant interest rates to hurt FMCG, we are biased towards IT."
- Critical for India to retain current ratings grade: Jitendra Sriram, HSBC Securities'Food Security Bill takes away all the good work that we have done over the last 12 months, in terms of fuel price increases,' says Jitendr...
- Markets willing to pay premium for good earnings growth: Jitendra Sriram, HSBC Securities"Yesterday’s selling was a bit of a surprise. A lot of it has to do with the amount of arbitrage money sloshing around in the Indian system...
- GDP growth above 5.5% possible if reforms are implemented: Jitendra Sriram, HSBC Securities"The need right now is to allow the earnings to catch up to get the investment growth. If we are able to mend this, we will obviously be ab...
- Rangebound market a victory for bulls: Jitendra Sriram, HSBC SecuritiesThe markets have shown resilience despite a spate of bad news -- from the EU crisis to deficient monsoons and a looming threat of a drought...
- Market may correct more than 5% if things worsen in Europe: Jitendra Sriram, HSBC AMC"There have been a lot of corrective elements in the market. Given the short-term outlook, we could see the market drift down a little," be...
- Auto component pack is good growth stories going forward: Jitendra SriramWe think that these are good growth stories going forward, so those exposures we are maintaining as such. There is no question about that.
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