New-age tech may replace banks as market leaders: Sridhar SivaramSridhar Sivaram from Enam Holdings suggests that consumer down-trading impacts brand loyalty, driven by shrinking disposable incomes rather...
31 Jul, 2025, 08.01 AM IST
Finding winning stocks getting tougher, bottom-up ideas key: Sridhar SivaramSridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in marke...
30 Jul, 2025, 02.07 PM IST
Vijay Sivaram, Rohit Himatsingka team up to launch AI ventureVijay Sivaram and Rohit Himatsingka have launched RVAI Global, an AI services company focused on simplifying AI adoption for businesses. Of...
19 May, 2025, 03.41 PM IST
Bengaluru dad’s emotional LinkedIn post on 'raising daughters in India is a revolution' is melting internet's heartAjit Sivaram, a Bengaluru-based father and co-founder of U&I, penned a viral LinkedIn post describing how raising daughters in India is a r...
23 Apr, 2025, 12.29 PM IST
Don't expect market to go up substantially in next six or eight months: Sridhar SivaramI do not think re-rating will happen, but at least they can give you the earnings returns. If I look at the overall PE of the mid and small...
08 Oct, 2024, 12.46 PM IST
Earnings may decelerate from current levels for next 1-2 years: Sridhar SivaramSo, the largecaps look fine. The problem is when you go to midcap and smallcap, their five-year CAGR is 30% and earnings have not been ther...
09 Jul, 2024, 11.42 AM IST
I remain bearish on IT, expect EMS to boom: Sridhar SivaramSridhar Sivaram says: “EMS as a space, whether it is China/Europe plus one or not, is going to boom anyway, because the electronic componen...
04 Jan, 2024, 09.13 AM IST
Sridhar Sivaram says FII flows we are expecting may not materialise. Here's whySridhar Sivaram says: “We will see manufacturing as the next big theme for India like what happened to auto ancillary. 20 years back, we we...
03 Jan, 2024, 01.13 PM IST
We may see a time correction or a price correction in short term: Sridhar SivaramOur broad view for the market is that in the short term, we could see a time correction or maybe a price correction more from the fact that...
08 Aug, 2023, 10.32 AM IST
How investing in equity differs from investing in debt instrumentsBy choosing market-linked instruments such as equity mutual funds, the investor would be investing in equity, rather than confining himself...
20 May, 2019, 10.27 AM IST
Bet on private banks and not on NBFCs: Sridhar Sivaram, Enam HoldingsAs NBFCs grow, they will have their own funding issues and the banks are not growing their asset book but as the economy turns around, it i...
22 Aug, 2016, 01.03 PM IST
Will still bet on HDFC Bank, Eicher Motors five years down: Sridhar Sivaram, Enam HoldingsEven if you are sitting on cash in a mandate like this, it is fine.
07 Apr, 2016, 04.47 PM IST
Govt must not bring back long-term capital gains tax: Sridhar Sivaram, Enam HoldingsIn a chat with ET Now, Sridhar Sivaram, Investor Director, Enam Holdings, says the market had a sharp correction, so there could be some bo...
11 Feb, 2016, 01.30 PM IST
India probably entering into bear phase: Sridhar SivaramIndia cannot have a bull market in isolation when entire emerging market, which is the asset class, is going through tough times, says Siva...
09 Dec, 2015, 05.22 PM IST
Meet Varun Sivaram, the Stanford graduate who believes in India's solar energy storySivaram opted for engineering physics and international relations in Stanford, and is now an adviser to the head of New York State’s entire...
17 Nov, 2015, 02.16 PM IST
Rupee’s gradual depreciation will boost India’s competitiveness among EMs: Sridhar Sivaram, Siva Capital"Any gradual down move in the rupee — as long as volatility is less — will only be good for India. It's just that we don't want wild swings...
07 May, 2015, 11.50 AM IST
- Next 6 months may be extremely difficult for markets: Morgan Stanley
Sridhar Sivaram, MD, Morgan Stanley Investment Managers, gives his views on the Indian market post the credit policy.
01 Aug, 2011, 08.46 PM IST