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R SREESANKAR
If crude prices go above $70-80, all the math goes out of the window: R Sreesankar, Prabhudas LilladherFarmer related or agriculture related sops probably will be there in this year’s budget.
Still bullish on the OMC space: R Sreesankar, Prabhudas Lilladher“Aurobindo is top pick in pharma and Thyrocare Technologies in lab space.”
China will continue to effect metal prices: R Sreesankar, Prabhudas LilladherFrom investor an institutions’ perspective, there is huge uncertainty in ADAG stocks
Tata Motors, Bajaj Auto seeing relative outperformance: R Sreesankar, Prabhudas Lilladher“GST is going to have a bigger impact in terms of disruptions in the second quarter”
Price erosion in pharma worse than anticipated: R Sreesankar, Prabhudas Lilladher"We continue to be optimistic on the OMC space. ONGC and IOC is one of our best picks in this segment."
Worst is over for banking sector: R Sreesankar, Prabhudas Lilladher“We do not expect the net profits to be high in the current quarter because the provisioning coverage of the banks have been low.”
Bullish on auto ancillaries across the spectrum: R. Sreesankar, Prabhudas LilladherI am not willing to believe at this stage that IT is going to be structurally a downturn
We expect the market to be in a trading range between around 8100-8900: R Sreesankar, Prabhudas Lilladher"Among the financials apart from the private sector banks, the one stock which could give you a good, an outperformance on a sustained basi...
Market's rally may stutter if global fund flows change trajectory: R SreesankarIf the global fund flow change for any reason, risk premium increasing any point of time immediately, then the inflows can turn to outflows.
Expect multiple PE expansion this year: R Sreesankar, Prabhudas LilladherMr Sikka has come in on conference calls and on TV explained how the growth is going to be for Infosys. I think it is on track and we like ...
Energy stocks continue to be in a flux: R Sreesankar, Prabhudas LilladherGlobal factors continue to have big impact on markets
There is a clear game plan and fiscal prudence is at the top of it: R Sreesankar, Prabhudas Liladher"It is pretty difficult for me as an analyst to look at it and say if the capacity utilisation of the industry is low at 70 per cent"
Remain overweight on financials: R Sreesankar, Prabhudas LilladherSee, we are still going along with our top picks recommendation where we have an overweight on financials and we are neutral on IT.
See Nifty at 9000-plus in next 18-24 months: R Sreesankar, Prabhudas Lilladher"Sustained growth in the economy should lead to sustained growth in earnings as well. That is a key factor which will take the market to a ...
Overweight on financials, automobiles & capital goods space: R Sreesankar, Prabhudas Lilladher7500 mark on Nifty is first thing that will be possible, market will wait there, will look for directions effectively happening from point ...
Not optimistic on rate sensitives; overweight on IT, healthcare: R Sreesankar, Prabhudas LilladherYou are seeing the rally happening in those sectors which have been beaten down, where a cyclical recovery is possible and so on.
- 'RIL drop not setting any trend'
In an interview with ET Now, R Sreesankar, Sr VP, Tata Capital, talks about the sudden drop in RIL shares.