Going forward earnings is going to drive the market: Sanjay Dongre, UTI Asset CoUnlike the last five years when the earnings were growing in a single digit, going forward we could expect earnings in excess of 14-15 per ...
05 Jul, 2016, 04.29 PM IST
Domestic cyclicals to give over 20% earnings growth: Sanjay Dongre, UTI AMCI would expect less fund allocations towards the IT sector compared to the domestic cyclical sector.
11 Jun, 2016, 12.04 PM IST
Bullish on 2-wheelers, tractors and riral lending companies: Sanjay Dongre, UTI Asset CompanyLess positive on pharma and IT sectors
12 Apr, 2016, 05.18 PM IST
Earnings growth to be next trigger for equity market: Sanjay Dongre, UTI Asset CompanyUnless the valuations become cheaper or there is a fall in issues raised by the USFDA, incremental exposure to the pharma sector is best to...
19 Mar, 2016, 09.20 AM IST
Market decline is a good opportunity: Sanjay Dongre, UTI AMC"I would not be so pessimistic about the future as I think what we have witnessed in the last 12 months will not get repeated."
08 Dec, 2015, 05.01 PM IST
Market valuations in line with historical averages; see funds shifting to cyclicals: Sanjay DongreHistory suggests that whenever you have bought the market at average, or below average valuations, investors have always made money, says D...
13 Oct, 2015, 04.04 PM IST
Indian markets look good in medium, long term; prefer cyclicals: Sanjay Dongre, UTI AMCSanjay Dongre, Fund Manager, UTI AMC, shares his views on the earnings season and his investment rationale.
28 Jul, 2015, 04.46 PM IST
If fundamentals are sound, market dips should be used only to buy more: Sanjay Dongre, UTI Asset Company"Ultimately, you have to look at the nature of the correction. Is it just a reaction to earnings declines, or is it the macros going haywir...
11 May, 2015, 05.05 PM IST
IT pack still looks positive from next 1-2 years’ perspective: Sanjay Dongre, UTI Asset Company'Look at the valuations at which IT companies are trading today. More or less, most of the companies are trading at about 15 times one year...
12 Dec, 2014, 04.00 PM IST
Expect market to remain in consolidation phase in next 3-4 months: Sanjay Dongre, UTI Asset Company"It might rally further in the next year, if the Indian corporates are able to show some earnings surprises in CY15."
26 Sep, 2014, 05.26 PM IST
Market to remain in consolidation phase in next three to four months: Sanjay DongreFrom the near term perspective, I would expect market to undergo some bit of time corrections and trade in a band of plus or minus 2-3%.
26 Sep, 2014, 04.53 PM IST
IT sector looking more attractive from valuation perspective: Sanjay Dongre, UTI Asset CompanyThere is good visibility of earnings in FY15 in the IT sector, unlike other sectors in the Indian economy.
27 Jun, 2014, 04.58 PM IST
Difficult to predict market movement in short term: Sanjay Dongre, UTI Asset Company'Growth in GDP has already troughed at 4.4% and is expected to be better than 5% in FY15. This alone will trigger most of the corporates to...
22 Apr, 2014, 05.04 PM IST
Bullish on IT pack from next 12 months’ perspective: Sanjay Dongre, UTI Mutual Fund'For an investor with a horizon of 12 months, this is a good entry point into IT.'
19 Mar, 2014, 05.25 PM IST
Expect IT sector to do well in coming months: Sanjay Dongre, UTI Mutual FundThe investment cycle is totally absent. Lots of projects which are in the process of completion might get delayed further.
22 Aug, 2013, 02.57 PM IST
- Both two and four wheelers look good in the auto sector: Sanjay Dongre, UTI AMC
In a chat with ET Now, Sanjay Dongre, Sr VP & Fund Manager, UTI AMC, gives his view on the auto, real estate and banking sectors.
31 Oct, 2012, 05.14 PM IST
- Market valuations have become attractive: Sanjay Dongre, UTI AMC
Markets have corrected and valuations have become attractive, inclination is towards buying stocks which are quoting at lower valuations.
25 May, 2012, 10.53 PM IST