GANESHRAM JAYARAM
Why Ganeshram Jayaram is struggling to find value and recommending 10% cash“Weakening consumption and rising personal loans are a concern. Where is the money going? Is it being used to fund debt servicing because u...
Growth to moderate at broader level; Expect more earnings downgrades in Q1 and Q2: Ganeshram JayaramGaneshram Jayaram predicts that India's exports, particularly the IT sector, will be impacted by narrow interest rate differentials between...
2023 can't be a repeat of 2022 if we do not address macro risks right away: Ganeshram Jayaraman"If we are able to take policy measures to get portfolio flows or to get foreign flows or to get the domestic liquidity much better, we nee...
You can short the entire market if you want, but go long on banks: Experts“The most important thing is that the pace is coming off. But what will decide the trajectory of gross NPLs is the pace of recovery resolut...
Load More