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SAMEER NARAYAN
Know Your Fund Manager | Sameer Narayan, Head – Alternate Investment – Equity, Aditya Birla Sun Life AMCGrowing up in a middle-class family that valued discipline and long-term thinking, I developed an early interest in understanding how busin...- Mukesh, Kishore, Rafi, Lata, Asha... the golden greats are gone, their songs play onThe passing of Asha Bhosle at the age of 92 marks the end of an era for Indian music. She was part of an iconic group alongside Lata Manges...
- Reliance would underperform Nifty by 5-10%: Sameer Narayan"Our top holdings like Tata Elxsi, Sundaram Fasteners, Teamlease are differentiated businesses. They have a long runway for growth and don'...
- There is far better value in largecaps: Sameer NarayanApart from financials, we would probably see a far better delivery of earnings across the board in materials, industrials and discretionari...
- Market not looking forward to good earnings season for next two years: Sameer NarayanIf normalcy is restored earlier than expected, then the second half of FY21 may see some revival, says the Market Expert.
- Not enough ammunition in the market: Sameer NarayanPharma stocks will struggle till earnings improve, says the independent market expert.
- Stocks that look good today may get 30% cheaper in a few months: Sameer NarayanRBI is doing the job very well. It has been completely seized of the matter and will take whatever action is needed. One has to go with the...
- ETF flows driving expensive FMCG stocks, stay cautious: Sameer NarayanAs Nestle is a part of Nifty and it is not such a liquid name, any amount of ETF flow is likely to result in disproportionate price movemen...
- In India, when inflation comes, growth follows: Sameer NarayanThere is some confidence that the worst in the economy may indeed be over.
- Auto no longer best play on India's consumption story: Sameer NarayanGlobal growth seems to be showing signs of returning, says Sameer Narayan.
- In bank stocks, action shifting to midcaps: Sameer NarayanIf you are looking for value, then you have to go slightly down the cap curb because most of the top end franchises are going at 3-3.5 time...
- Not optimistic about earnings revival in FY21: Sameer NarayanCompared to ICICI Bank, one would be better off looking at SBI even on a shorter-term basis.
- Sameer Narayan on what to do with Voda-Idea, YES Bank & PSU stocksThe fear of a lot of subscribers going out of the network is slightly premature.
- Sameer Narayan betting on OMCs, sugar and utilities for 15% return10-12% earnings growth is not enough to support the market at current valuations.
- Sameer Narayan on Infosys, Axis Bank, Kotak Bank and moreAmong PSUs, one should be ready to bet on OMCs, Coal India and BEL.
- Sameer Narayan on Titan, Zee, Glenmark and auto stocksOne has to see auto micro markets, segments that are uptrading.
- Beware of value traps in this market: Sameer NarayanYesterday, the impact of price destruction was quite pronounced in the selling.
- Why Sameer Narayan finds value in midcap power utilities10-year govt bond yield signalling that there is risk aversion in the private bonds.
- No one knows real extent of the problems at a YES Bank or DHFL: Sameer NarayanThe challenge today is that nobody knows the extent of the issues in these companies.
- All the big-hitting changes should happen under NDA-2: Sameer NarayanIn India, the problem is not PE, the problem is price to potential or PP, says Narayan
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