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SUNIL SUBRAMANIAM PREDICTIONS
Experts at India AI Impact Summit urge compute parity and data sovereignty, amid access barriers for SMEsOn the third day of the India AI Impact Summit, held on February 18, experts discussed how SMEs can better access AI, while also sharing cr...
Silver crash is 'speculative unwinding,' not the end: Sunil Subramaniam predicts mid-teens rally aheadMarket expert Sunil Subramaniam believes the recent silver price drop is a temporary unwinding of speculative bets, not a sign of the preci...
PSU Banks steal the spotlight as private lenders lose steam: Sunil SubramaniamPrivate sector banks are struggling to keep pace with market value, as their valuations are already high, leaving little room for error. In...
Crude price surge to impact paint, aviation sectors; don’t rush into pharma now: Sunil SubramaniamCrude oil's surge to $74 is impacting India's economy, raising concerns about inflation and industry costs. Geopolitical risks, particularl...
Volatility to linger, but domestic liquidity offers support: Sunil SubramaniamMarket expert Sunil Subramaniam anticipates continued market volatility in the coming week due to ongoing geopolitical tensions, although p...
Start buying in tariff-hit sectors but diversify & stagger it over the next 6 months: Sunil SubramaniamMarket expert Sunil Subramaniam advises a staggered investment approach over six months due to prevailing uncertainty, highlighting potenti...
DIIs sitting on a lot of cash, will start buying in these two sectors now: Sunil SubramaniamSunil Subramaniam mentions that domestic fund managers will soon step in as FIIs continue to sell, focusing on quality stocks with less dow...
Sunil Subramaniam predicts strong gains for Consumer Discretionary stocks amid tax reliefSo, on a housing loan, the six thousand rupees, if you take at twelve lakhs, that is about eighty thousand rupees of saving, that is about ...
Little hope for a pre-Budget rally; a sector-related action likely both from FIIs and DIIs in Feb: Sunil SubramaniamSunil Subramaniam, a market expert, suggests that the pre-budget rally might not occur due to uncertainties around Trump's announcements an...
Expect increased volatility but not a deep correction; FIIs to be back in January: Sunil SubramaniamMarket expert Sunil Subramaniam predicts that the Nifty will stay around 22,500-23,000 by year-end. He cites strong domestic fund support a...
Waiting to buy the dip? Wait for further decline: Sunil SubramaniamSubramaniam suggests buying quality stocks during market dips caused by FII volatility. He highlights the importance of managing portfolio ...
Be patient; have a diversified portfolio with infra, capital goods and bank stocks: Sunil SubramaniamSunil Subramaniam emphasizes the significance of SIP book flow, SEBI regulations, fund managers' role, NIM impact in the BFSI space, and th...
Stay cautious! Wait for the results & guidance before making fresh allocations: Sunil SubramaniamSunil Subramaniam stresses diversification, cautious market entry, and guidance reliance for retail investors. Company outlook, private sec...
Expect reallocation of money from manufacturing & infra to consumption & banking: Sunil SubramaniamSunil Subramaniam says: “Multi-asset funds are now the only way to buy paper gold in a tax evasion manner. What our fund proposes to do is ...
Nifty at record high but some sectors remain undervalued: Sunil Subramaniam"The overall market looks reasonably or slightly rich in valuation. You will see a redistribution of flows from one sector to another."
Q1 GDP contraction 15% or 25%? Dalal Street really does not care. Here's whyKotak analysts do see earnings disappointments in FY21, as expenditure and variable costs of corporates would rise going ahead amid not-so-...
When GDP is falling, it's unfair to expect earnings growth: Sunil SubramaniamSubramaniam believes the market is waiting for is revival in consumption.
Elections are distraction; cyclicals will make money: Sundaram CEOSunil Subramaniam says politics and economics have got decoupled to a large extent.
Investment tips for 2019 by Nilesh Shah and Sunil SubramaniamThe right time to invest is when you have money, says Nilesh Shah, MD at Kotak AMC.
GST will not impact long-term GDP growth: Sunil SubramaniamWe are very bullish on infrastructure from three-year outlook.