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SAMPATH REDDY
Some more pain left in mid and smallcaps; largecaps at very attractive levels: Sampath ReddySampath Reddy from Azurean Investment Managers highlights investment opportunities in large private sector banks, despite the pains in micr...- Some more pain left in mid and smallcap companies; largecap valuations attractive: Sampath ReddySampath Reddy, Founder & CIO of Azurean Investment Managers, highlights the attractiveness of large private sector banks amidst current mar...
- Valuation, earning deceleration to make for a subdued market; two investment themes to bet on in 2025: Sampath ReddySampath Reddy, Founder of Azurean Investment Managers, anticipates market subduedness due to high valuations and decelerating earnings. Loo...
- Prefer to be overweight in auto, cautious about IT services stocks: Sampath ReddyInvestor Sampath Reddy sees opportunity in the metal sector's down cycle. He favors the auto sector despite a recent slowdown. Reddy is cau...
- Wait and watch! Don’t jump the gun on Indian IT companies: Sampath ReddySampath Reddy, Founder & CIO of Azurean Investment Managers, shares his insights on the current market trends. He discusses the impact of D...
- Expect a subdued trend in midcaps and smallcaps for some more time: Sampath ReddyThe steep growth in earnings is slowing, leading to a subdued market, particularly in midcap and smallcap segments. Valuation premiums are ...
- ETMarkets Smart Talk: Market valuation key risk! Sampath Reddy is betting on pharma, QSR & financial sectors in FY25Sampath Reddy discusses market risks in FY25 due to elevated valuations, emphasizing the pharmaceutical sector's potential. He advises favo...
- Here's why Sampath Reddy is cautious on the chemical sectorIf you see, if you recall, most of the API and chemical companies were trading at a much superior valuation to, let us say, that of a formu...
- Market corrections likely to be shallow this year; 10-12% return can be expected: Sampath ReddySampath Reddy says: “From here on, what will really drive the market is earnings growth. For the time being, in FY24 so far, the earnings g...
- Are retail investors chasing crorepati dreams via SIPs? Sampath Reddy answersThere seems to be a potential for a disconnect between expectations and the actual market reality.
- Why Sampath Reddy prefers value to growth stocks nowBajaj Allianz Life Insurance's Sampath Reddy, prefers value-oriented stocks over growth and expects the market valuation to peak between 19...
- ETMarkets Fund Manager Talk: Prolonged stagnation in equities could hurt SIP inflows: Sampath Reddy, Bajaj AllianzChina’s weight in the MSCI Emerging Market index had fallen from a high of 42% in October 2020 to 26% in October 2022, and picked up to 33%...
- Valuations attractive in most top banks: Sampath Reddy"The recent correction is leaving most of the space in the market attractive, especially financials. We like the top 4-5 banks."
- 12-15 per cent earnings growth is doable in longer term: Sampath Reddy, Bajaj Allianz Life InsuranceWe are very optimistic about the India growth story. The recent budget has also given a good amount of push towards growth.
- No froth in midcaps, stocks to look attractive once economy turns aroundAs the Fed has kept rates unchanged and other central banks continue with their easy money policies, ‘risk-on’ trade is back.
- Next 3-6 months will be a challenging time for India: Sampath Reddy, CIO, Bajaj Allianz Life InsuranceFII flows will continue to be weak not only due to global liquidity but also due to local issues.
- Valuations of most companies are attractive even now: Sampath Reddy, chief investment officer, Bajaj Allianz Life InsuranceSampath Reddy, chief investment officer of Bajaj Allianz Life Insurance , sees lot of valuation comfort at current market levels.
- Market pretty much close to the bottom: Sampath Reddy, Bajaj Allianz Life InsuranceIn an interview with ET Now, Sampath Reddy, CIO, Bajaj Allianz Life Insurance, talks about the market.
- This ia a time to buy: Sampath ReddyActually we are pretty much bullish on the market, this is a time to buy from now till next two to three months.
- Markets to bottom out in next 2-3 months: Sampath Reddy, Bajaj Allianz Life InsuranceIn an interview with ET Now, Sampath Reddy, CIO, Bajaj Allianz Life Insurance, shares his outlook for the markets. Excerpts:
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