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SOHUM ASSET MANAGERS
Sanjay H Parekh bets big on Reliance, private banks, and domestic plays amid global uncertaintySohum Asset Managers is shifting its focus to largecap stocks for safety. The fund is overweighting domestic businesses and underweighting ...- Accumulate quality stocks gradually as valuations turn attractive: Sanjay H ParekhAmidst geopolitical tensions, Sanjay H Parekh of Sohum Asset Managers advises investors to accumulate quality stocks during market correcti...
- Range-bound markets healthy, earnings recovery key to upside: Sanjay H ParekhIndian stock markets are undergoing a healthy consolidation phase. This period is expected to create reasonable valuations for the next 12 ...
- Buy on dips, earnings recovery to lift markets; financials, largecaps to outperform, says Sanjay ParekhIndia’s markets may be consolidating, but Sohum Asset’s Sanjay Parekh sees strong balance sheets and an upcoming earnings recovery. He expe...
- Diwali rally watch: Is Trump the last piece of the puzzle for Nifty breakout?Indian stock markets anticipate a potential breakout as Donald Trump signals a trade deal, potentially ending tariff standoffs. This, combi...
- Nifty could touch 29,000 going ahead if earnings growth sustains: Sanjay H ParekhSanjay H Parekh of Sohum Asset Managers expects short-term weakness in Indian equities but remains bullish long-term, projecting Nifty at 2...
- Time and price correction likely; earnings recovery in H2 could be trigger for next up move: Sanjay H ParekhSanjay H Parekh of Sohum Asset Managers anticipates market improvements in the second half. He expects lower interest rates and good monsoo...
- We will have a time correction and a price correction for sure: Sanjay H ParekhSanjay H Parekh of Sohum Asset Managers suggests Indian markets are not inexpensive, anticipating modest 4-5% returns with potential time a...
- Can India thrive purely on domestic growth amid global tariff turmoil? Sanjay H Parekh explainsSanjay H Parekh advises caution due to global tariff uncertainties and potential import/export vulnerabilities, despite India's perceived s...
- Market in a phase of time correction; recovery to be gradual: Sanjay H ParekhA little unfortunate is that our growth rate in this quarter will be flattish. We are coming out of low growth and this year, full year, ma...
- Sanjay H Parekh optimistic about earnings revival, foresees strong market recovery in coming monthsIf we take risk premium and ten year at 11.7, implied growth is 10% for earnings growth and yet it comes at 3.35 times price-to-book. On 26...
- Sanjay Parekh optimistic on Nifty; expects limited downside and gradual earnings growthSo, when we say GARP, over all my career what we said is we buy growth. We love growth, but we buy it at a reasonable price. So, our portfo...
- Earnings weakness to persist through Q3, but strong balance sheets set India up for 2025 growth: Sanjay H ParekhSo, what we think is that the price correction is largely done. We could see small bit here and there, maybe around 23,500 but then the ris...
- Expect gradual recovery in Nifty after correction: Sanjay ParekhInterarch is what we recently added, of course, at significantly lower levels and it has run up quite well, it is into prefab structure, it...
- What should investors do with cement stocks? Sanjay H Parekh answersOn consumption, we are underweight, in fact we do not own any FMCG stock right now and we have taken sectoral deviations to get the alpha. ...
- Expect a return of 12-13% from largecaps in 3-5 years: Sanjay H ParekhThe roadmap for consolidation of fiscal deficit will continue. The banking balance sheets are very strong. The corporate balance sheets bec...
- Stocks in the news: Wipro, Tata Steel, Hero Moto, Yes Bank and Indian HotelsYes Bank's board has approved the sale of stressed assets worth around Rs 48,000 crore to JC Flowers ARC, which has turned out to be the so...
- Affle launches Rs 20 crore fund to invest in mobile solutionsAffle intends to enable application developers and entrepreneurs to create mobile assets, increase mobile ad spends among others.
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