Market pricing in fast economic recovery: Ramanathan K, ING Investment Management IndiaIf the number of seats obtained by the NDA government is closer to 250 or above, then there is more leg up for the market.
10 Apr, 2014, 04.16 PM IST
We are overweight auto, underweight industrial space: Ramanathan K, ING Investment Management IndiaOver the next one year we feel that if the recovery sets in, financials will be a better bet than industrials given the current run-up.
25 Mar, 2014, 05.42 PM IST
Economy seems to have bottomed out, see 5.6% GDP growth next year: K Ramanathan"Improvement in GDP number from 4.4% to 4.8% indicates that the economy has bottomed out, though one can debate on the strength of the reco...
03 Dec, 2013, 05.49 PM IST
Overweight IT and underweight FMCG space: K. Ramanathan, ING Investment Management'There are worries that the rating agencies will be keenly watching as we go along into the final quarter of this financial year.'
19 Nov, 2013, 05.10 PM IST
Expect inflation to be at 6.5% levels by March 2013: Ramanathan K, ING Investment ManagementWe do expect inflation to come down to 6.5% by March and hopefully, because of the base effect, it should continue to drop going forward, s...
10 Dec, 2012, 07.57 PM IST
- Cautious even at current levels on OMCs: ING Investment Management
We need to see how the government allocates this subsidy among upstream and downstream, possibly given the size of the deficit as well as t...
14 Sep, 2012, 04.41 PM IST
- Overweight on private sector banks: ING Investment Management
We continue to be overweight private sector banks and we are neutral to underweight public sector banks.
14 Sep, 2012, 04.28 PM IST
- Indian market holding on well, thanks to FII flows: Ramanathan K, ING Investment
With China slowing down, the lack of investment options is driving money into the Indian markets, says Ramanathan K, CIO, ING Investment Ma...
14 Aug, 2012, 09.19 PM IST
- Govt policy reforms needed to avoid inflation: Ramanathan K, ING Investment Management India
If investment does not take place, demand continues to be robust and supply constraints are there, the prices will increase and that will l...
12 Jul, 2012, 12.56 PM IST
- Political instability in Greece can take markets lower: Ramanathan K, ING Investment Management India
If Greece breaks away from the European Union, the market could head lower. However, there will be support at lower levels.
10 May, 2012, 06.06 PM IST
- Clarification on GAAR will drive market direction in the short term: ING Investment Management India
Without capital flows, you would have significant pressure on the rupee. That is going to be very negative for markets.
10 Apr, 2012, 05.39 PM IST
- I would stay away from the infrastructure stocks: Ramanathan K, ING Investment
Some steps taken by the PMO office has given some confidence in the investment community. However, we need to wait and watch.
22 Feb, 2012, 04.13 PM IST
- Worst is not over for Indian markets: Ramanathan K
All I would say it is very difficult to count the number of positives in the market, says Ramanathan K, CIO, ING Investment Management Indi...
12 Dec, 2011, 04.22 PM IST
- Neutral on telecom: Ramanathan K
"I would not like to comment on a specific stock, I am not allowed to do it but on the sector, we are neutral."
12 Dec, 2011, 04.07 PM IST
- Markets to go down further by 5-10% from current levels: Ramanathan K
"You could see markets go down further by 5-10% from current levels."
12 Dec, 2011, 03.37 PM IST
- No upward movement for markets from current levels: ING Investment Management India
In an interview with ET Now, Ramanathan K, CIO, ING Investment Management India, talks about the market outlook. Excerpts:
14 Nov, 2011, 05.01 PM IST
- Market will hold around current levels: Ramanathan K, ING Investment Management India
In an interview with ET Now, Ramanathan K, CIO, ING Investment Management India, talks about the market and commodities. Excerpts:
17 Oct, 2011, 05.32 PM IST