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...
09 Dec, 2024, 08.31 AM IST
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...
12 Nov, 2024, 08.11 AM IST
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 ...
23 Oct, 2024, 08.11 AM IST
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...
05 Apr, 2024, 09.03 AM IST
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...
05 Feb, 2024, 02.41 PM IST
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...
09 Jan, 2024, 09.20 AM IST
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...
31 Jul, 2023, 04.58 PM IST
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%...
27 Feb, 2023, 09.34 AM IST
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."
08 Dec, 2021, 02.53 PM IST
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.
12 Mar, 2016, 11.24 AM IST
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.
26 Oct, 2015, 01.16 PM IST
- Next 3-6 months will be a challenging time for India: Sampath Reddy, CIO, Bajaj Allianz Life Insurance
FII flows will continue to be weak not only due to global liquidity but also due to local issues.
23 Apr, 2012, 05.27 PM IST
- Valuations of most companies are attractive even now: Sampath Reddy, chief investment officer, Bajaj Allianz Life Insurance
Sampath Reddy, chief investment officer of Bajaj Allianz Life Insurance , sees lot of valuation comfort at current market levels.
27 Feb, 2012, 07.39 AM IST
- Market pretty much close to the bottom: Sampath Reddy, Bajaj Allianz Life Insurance
In an interview with ET Now, Sampath Reddy, CIO, Bajaj Allianz Life Insurance, talks about the market.
29 Dec, 2011, 08.38 AM IST
- IT stocks may show upside trends: Sampath Reddy
There is somewhat upside even from the current level for the IT companies because they are going to surprise the earnings in a much much bi...
28 Dec, 2011, 04.29 PM IST
- This ia a time to buy: Sampath Reddy
Actually we are pretty much bullish on the market, this is a time to buy from now till next two to three months.
28 Dec, 2011, 04.21 PM IST
- Markets to bottom out in next 2-3 months: Sampath Reddy, Bajaj Allianz Life Insurance
In an interview with ET Now, Sampath Reddy, CIO, Bajaj Allianz Life Insurance, shares his outlook for the markets. Excerpts:
15 Dec, 2011, 01.10 PM IST