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SIDDHARTH VORA
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...19 Feb, 2026, 09.00 AM IST- 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...24 Dec, 2025, 09.59 AM IST
- 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...17 Sep, 2025, 11.11 AM IST
- 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...13 Aug, 2025, 08.11 AM IST
- 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...16 Jul, 2025, 08.11 AM IST
- 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 ...16 Jun, 2025, 08.31 AM IST
- 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...15 May, 2025, 08.00 AM IST
- 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...03 Apr, 2025, 08.11 AM IST
- 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...24 Feb, 2025, 02.00 PM IST
- 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...03 Oct, 2024, 02.58 PM IST
- 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 ...28 Jun, 2024, 09.15 AM IST
- 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...20 May, 2024, 03.20 PM IST
- 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...28 Feb, 2024, 09.11 AM IST
- 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...13 Feb, 2024, 02.28 PM IST
- 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 ...13 Feb, 2024, 10.55 AM IST
- 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...04 Sep, 2022, 09.00 AM IST
- Betting on Motherson Wiring and Tata Motors in auto space: Siddharth Vora"Auto is and has been quite overweight in our portfolio since a while. In order to decompose the entire auto play, the CV cycle is absolute...20 Jul, 2022, 11.16 AM IST
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