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VETRI SUBRAMANIAM INTERVIEW
Good time to increase equity allocation; risk-reward is favourable: Vetri Subramaniam, MD & CEO, UTI AMCVetri Subramaniam took over as Managing Director (MD) and Chief Executive Officer (CEO) of UTI Asset Management Company in February this ye...- ‘Staying in the ring, reducing errors can create superior outcomes,’ says Vetri Subramaniam of UTI MFVetri Subramaniam, CIO, UTI Mutual Fund, is a no-nonsense fund manager. He was always known for his market acumen- from very early days he ...
- It's a long way to go before the next super capex upcycleIt is taking too long to deal with distressed NBFCs, cholesterol is building up within the system.
- GST coming soon, but don’t expect quick benefits; rich valuation to stall stocksFrom a valuation point, the mkt is not cheap. It is trading in the rich zone and not looking attractive. Mid and smallcaps are pricey compa...
- Cyclical stocks with lower profitability make sense: Vetri Subramaniam, Religare Invesco Mutual Fund"Based on valuations, our comfort level is more with select companies in consumer discretionary, automobiles and financials space"
- Remain focused on bottom-up stock picking: Vetri Subramaniam, Religare Invesco Mutual Fund"The anecdotal stuff is not very positive in terms of the data trends that we are seeing, but we would like to hear from companies."
- Need to look at market from long-term perspective: Vetri Subramaniam, Religare Invesco MF'Investors need to have far more muted expectations, which must be in line with the earnings’ growth expectations over the next three to fi...
- Bet on diversified funds with a long-term view: Vetri Subramaniam, Religare Invesco MFThere has been a significant improvement in parameters, such as the current account deficit, which were a huge source of concern.
- Developed markets have outperformed EMs as growth surprised positively: Vetri Subramaniam, Religare Invesco Mutual Fund"There are multiple reasons for why the developed markets have surprised and done much better than the emerging markets."
- Not much for investors to get excited about: Vetri Subramaniam, Religare Invesco AMC"Making a new price high in nominal terms is not really all that significant considering that it has taken us more than five years to get b...
- Market is not trading near trough valuations: Vetri Subramaniam, Religare Invesco Mutual Fund'It is an adverse environment and the best that one can do right now is to look at the companies with reasonable valuations,' says Vetri Su...
- See a challenging year ahead for equity markets: Vetri Subramaniam, Religare Mutual FundThough the markets are up 25% this year, over a five year timeframe, they have gone virtually nowhere, says Vetri Subramaniam of Religare M...
- Sustaining market momentum will need reviving investments: Vetri Subramaniam, Religare Mutual FundIn an interview with ET Now, Vetri Subramaniam, Chief Investment Officer, Religare Mutual Fund, gives his views on the market and some sect...
- India in midst of prolonged slowdown, similar to late 90s : Religare Mutual FundIt is a tough environment for Indian economy & there are no easy ways out, said Vetri Subramaniam, CIO, Religare Mutual Fund.
- Use attractive valuations to invest in equities: Vetri Subramaniam, Religare MFIn an interview with ET Now, Vetri Subramaniam, Chief Investment Officer, Religare Mutual Fund, gives his views on the markets in the curre...
- Indian markets reasonably attractive from long-term perspective: Religare MFThe valuations have now corrected substantially. We are now trading slightly cheaper than long-term valuations, says Vetri Subramaniam, CIO...
- We are underweigh in infra: Vetri Subramaniam , ReligareIn terms of the sector where we have been underweight a while it is really the whole industrials capital goods, infrastructure space.
- We are overweight on FMCG: Vetri Subramaniam, , ReligareWe would maintain our overweight position that is really looking at it more from a medium term perspective rather than the short term.
- Rates may increase by 75 bps: Vetri Subramaniam , ReligareWe think RBI has got to hike rates given the current inflation and the strength in aggregate demand. There is very strong reason for RBI to...
- Metal companies are inflation hedges: Vetri Subramaniam , ReligareI do not think the markets are fully convinced that the rise that we have seen in metal prices have got to do with the fundamentals of dema...
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