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SIDDHARTH VORA
Siddharth Vora sees broad-based recovery after 1-2 quarters of pain; bets big on metals, stays cautious on quick commerceSiddharth Vora, Head of Quantitative Investment Strategies at PL Asset Management, is confident in his fund's metals-heavy portfolio. He se...- Smallcaps back in favour as valuations turn attractive: Siddharth VoraSiddharth Vora has turned constructive on the market, seeing attractive valuations after a recent correction, and is increasing exposure to...
- Is Nifty's cheap-looking valuation a mirage? Why $100 oil could trap value huntersAnalysts warn India's Nifty valuations may be a mirage, with crude oil prices above $100 potentially triggering significant earnings downgr...
- Markets set for recovery? Siddharth Vora bets on largecaps, midcaps; flags metals, PSU banks, and cyclicalsIndia's equity markets present a contrarian opportunity as macro stability and bottoming earnings signal a constructive outlook, particular...
- Earnings revival, cheap valuations make India a strong bet despite FII caution: Siddharth VoraIndian equity markets may be entering a constructive phase as earnings upgrades, supportive macro conditions and attractive valuations alig...
- Markets near fresh highs as FIIs eye India again; betting on high-beta sectors: Siddharth VoraSiddharth Vora of PL Asset Management expresses strong optimism for Indian stock market's short- and medium-term growth, citing improved gl...
- We are holding 14-15% in cash in this slightly bearish undertone market: Siddharth VoraSiddharth Vora of PL Asset Management notes the Indian market's resilience. Domestic liquidity is strong with record mutual fund inflows. F...
- No runaway rally ahead; valuations limit market upside: Siddharth VoraSiddharth Vora of PL Asset Management suggests a range-bound market with a shift to 'buy on dip' sentiment. While positive triggers seem pr...
- Good news getting priced in faster, narrow range consolidation likely in medium term: Siddharth VoraSiddharth Vora of PL Asset Management suggests caution in the Indian market. A sharp rally may lead to profit booking. Good news is priced ...
- Siddharth Vora banks on largecaps, avoids smallcaps amid market uncertaintyCrude is rising, dollar is strengthening again, US bond yields are rising, the US-China trade deal is not so good for India at least sentim...
- Why Siddharth Vora is bullish on India amidst a volatile, uncertain global market scenarioSiddharth Vora, Fund Manager at PL Asset Management, says the Indian market has experienced mild to moderate corrections despite recent vol...
- Navigating market volatility: Siddharth Vora’s investment playbookIn an interaction with ET Now, Siddharth Vora, Executive Director at Prabhudas Lilladher shared his insights on how investors should positi...
- Time to shift to low-volatility and strong growth stocks amid market uncertainty: Siddharth VoraPrivate lenders, high quality lenders, now become a significant part of our portfolio. Other than that, cement has been also a new addition...
- Changed investment style, moved into defensive sectors in last 4 months: Siddharth VoraPrabhudas Lilladher's Siddharth Vora has transitioned to a defensive investment strategy due to high valuations in the Indian market and va...
- Want to balance risk-return now and not just focus on returns: Siddharth VoraOther than valuations which seem to provide some sort of caution, volatility has come off very significantly post elections. All the macro ...
- What makes Siddharth Vora so bullish on auto sector?Siddharth Vora of Prabhudas Lilladher Asset Management highlights recent portfolio winners including Cochin Shipyard and IndiGo. They favor...
- ETMarkets PMS Talk: Quant funds have grown by 230x in last 10 years and this is just the beginning in India: Siddharth VoraSiddharth Vora of Prabhudas Lilladher believes that quant funds have significant growth potential in India. The AQUA fund has delivered str...
- Portfolio focused on 4 key sectors; reducing exposure to PSUs from 42% to 24%: Siddharth VoraVora believes owning HDFC Bank would not add significant alpha to his fund in the current value momentum regime. They stay out of HDFC Bank...
- ETMarkets Fund Manager Talk: This fund manager sees investment opportunities in 6 sectors during a rate-cut cycleSiddharth Vora says: "Within this broader landscape, while Indian equities do reflect steeper valuations, they continue to be supported by ...
- Not bullish on equities; going with 50:50 allocation: Siddharth Vora"We find that whether it is global macros, monetary, overall valuation comfort or technical risk reward, the picture is not very bright for...
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