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S NAREN STOCK PICKS
Good time to start SIPs: ICICI Prudential AMC's Sankaran Naren explains why markets are more attractive nowSankaran Naren explains why markets are more attractive but unlikely to deliver outsized returns and shares his macro-driven approach with ...- S Naren lists top spaces that hold promise in 2023. Take a lookFor more such web stories click on the ET icon below
- Just as in new age stocks, there's risk in overvalued smallcaps and midcaps also: S Naren“A multi asset approach at this point of time is very interesting for investors rather than a situation like 2020 second half, where equity...
- 5 sectors could lead the next bull market, says top value investor S Naren" Owing to the recent correction, valuations in several pockets of the market have become much more attractive than what it was six months ...
- Real challenge for market is on fixed income side: S Naren“Given that the government has a big borrowing programme for the next year and the bond yields are high, that is where the real challenge i...
- China policy resulting in correction, it is a good time to buy metals: S Naren“Whenever China’s policy creates a big bull market in metals, one should sell. If they cause a big bear market in metals, buy.”
- Get ready for two years of volatility post taper; banks, autos and PSUs safer areas: S Naren“Look at banks, autos and PSUs. All these areas are not worrying in any way. They have gone through fairly sideways movement for years and ...
- Fantastic growth opportunity in IT for next two years; time to buy metals is over: S NarenAutos a good contra buy and could have a cyclical rally in two-wheelers. For the industry, we see a good medium term uptick.
- Investor greed is the biggest problem; they don't recognise risk: S Naren"All the way from 2012, people have not seen market corrections in the US. There people are used to investing in stocks and not worrying at...
- Next 3 years are going to be very volatile for equity investors, warns S Naren"De-carbonisation is going to be one of the very interesting themes over the next three to five years."
- Fund house that called 2018 market peak raises cash to maximum in 2 yearsThe mutual fund, which manages close to Rs 1.5 lakh crore in equity assets, has been steadily raising its cash position – a move that stand...
- ICICI Pru's S Naren bets big on cyclicals; select lenders, telco and utility stocks top picksWith India sticking to localized curbs instead of a nationwide lockdown amid the deadlier second coronavirus wave recently, the impact on e...
- Waiting for the right moment? Here is the big investment idea from S NarenNaren said it is time to bet on sectors that have been depressed for over a decade and not on those that have already been rallying since t...
- Value investing in other countries leading to correction in Indian market: S Naren, ICICI Prudential AMCYou cannot expect the kind of returns without earnings support, and earnings support is not there at this point of time, says Naren.
- ICICI Prudential's Sankaran Naren: A contrarian with good understanding of 'value'ICICI Prudential Asset Management's CIO Sankaran Naren retains equal enthusiasm for value theme; his current favourites are PSUs, gilts
- Midcaps can see a multi-year cycle, valuations are pretty attractive: S Naren, ICICI Prudential AMC"Currently the midcap valuations are pretty attractive. So consequently the scope for them outperforming large caps do exist."
- Beaten down infra, midcap will outperform over 5 years: S Naren, ICICI Prudential AMCThe long-term view on infrastructure has to be good. If we take a three to five-year view, there is a revival in store.
- Expect investment cycle to pick up in 2014-15: S Naren, ICICI Pru AMC"So if core inflation falls, which is what we are talking about, corporate profitability will be under pressure."
- Telecom stocks to perform in long term; avoid power capex space: S Naren, ICICI PrudentialRecent happenings in the power related capital goods stocks sector has made them almost not worth considering at present, says S Naren.
- Telecom stocks may be at the bottom of the bear cycle: S Naren, ICICI Pru MFI am worried about the polarised market, but what I saw is a polarised market has lots of advantages for fund managers. For example, in the...
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