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SRIDHAR SIVARAM
'Possibly most beautiful jungle': Award-winning wildlife photographer and investor Sridhar Sivaram reveals a hidden destination wildlife and nature lovers must visitDudhwa National Park in Uttar Pradesh offers a raw and wild jungle experience away from crowds. Award-winning photographer Sridhar Sivaram ...- Earnings revival likely in 2026, time to build domestic-focused portfolios: Sridhar SivaramEnam Holdings’ Sridhar Sivaram expects India’s earnings growth to rebound in 2026 as the government pivots from investment to consumption, ...
- 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...
- 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...
- Brace for volatility, build for the bull run: Sridhar Sivaram’s take on market mayhemSridhar Sivaram from Enam Holdings discusses the impact of US tariffs and trade policies under Donald Trump. Highlighting the imbalance in ...
- 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...
- How to build a resilient portfolio in uncertain times? Sridhar Sivaram explainsBut we have done well even despite interest rates not being down. So, I do not think it matters so much. Actually, our markets are used to ...
- Bullish on telecom stocks; ARPUs will continue to move up: Sridhar SivaramFinancials, I already spoke about. Power and power equipment is something that we really like because we think that in the wind and in sola...
- 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...
- 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...
- 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...
- 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...
- 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...
- A tropical paradise: Enjoy the white sand beaches of LakshadweepKadmat is one of the longest islands of Lakshadweep, stretching around 10 km, with white sand beach on all sides.
- 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.
- 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...
- 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...
- 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...
- Expect earnings growth to drive markets higher in H2 of 2015: Sridhar Sivaram, Siva Capital AdvisorsUntil and unless earnings begin to pick up, markets will be trading in a narrow range. However, the bias will be on the upside.
- Next 6 months may be extremely difficult for markets: Morgan StanleySridhar Sivaram, MD, Morgan Stanley Investment Managers, gives his views on the Indian market post the credit policy.
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