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GANESHRAM JAYARAMAN
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...10 Jan, 2023, 09.49 AM IST- June quarter worst for margins; expect upgrades in H2 of this fiscal: Ganeshram Jayaraman“If commodities cool off a bit, as we are seeing in the last four weeks, a lot of the earnings downgrades should see upgrades again and so ...05 Jul, 2022, 05.36 PM IST
- Avendus acquires Spark Capital's institutional equities businessThe Avendus Group, set up in 199, is into investment banking, wealth management, credit solutions and asset management, and is present in e...31 Jan, 2022, 04.41 PM IST
- Why Ganeshram Jayaraman is overweight on 3 sectors“We are heavily overweight on financials, discretionary consumption and industrials. Our horizon of building a portfolio is somewhere betwe...22 Nov, 2021, 03.45 PM IST
- Why Ganeshram Jayaraman has gone overweight on industrials“We see a lot of earnings upgrade potential in the capital goods sector.”08 Sep, 2021, 09.15 AM IST
- Buffett Indicator above 100% is bad for stocks. D-Street says India's can hit 200%As per the indicator, stocks are deemed expensive when the value climbs above 100 level. For India, the average 10-year m-cap-to-GDP ratio ...19 Jul, 2021, 11.29 AM IST
- Long & Short of Markets: Should you join the momentum party or hone your exit strategy?At the beginning of inflation, everything seems very hunky-dory as it compliments growth. But inflation sticks for long and this inflation ...04 Jul, 2021, 12.30 PM IST
- Not cyclicals, FIIs still betting on consumption in India: Ganeshram Jayaraman“FIIs are sold on the idea of comeback trade in India yet. They tend to look at structural growth stories in India rather than cyclical sto...01 Jul, 2021, 03.58 PM IST
- We are chasing money, betting on household capex: Ganeshram JayaramanElectronic space is a big multi-year theme. PLI impact can be felt in pharmaceuticals sector.17 Feb, 2021, 04.52 PM IST
- Want to make outsized returns? Buy despair: Ganeshram JayaramanWe changed our stance in March in the same week as the correction because of our ability to say that the recovery will be stronger after th...04 Aug, 2020, 09.00 AM IST
- Next 12 months, opt for quality cyclicals: Spark Capital Advisors‘Silver bullet is not to give a fiscal stimulus but to do some kind of a credit guarantee,’06 May, 2020, 05.11 PM IST
- As Arun Jaitley drops hints on Budget 2019, here’s how to position yourself on D-StreetAbhimanyu Sofat of IIFL sees momentum building into private banking space.23 Jan, 2019, 12.46 PM IST
- As Arun Jaitley drops hints on Budget 2019, here’s how to position yourself on D-StreetAbhimanyu Sofat of IIFL sees momentum building into private banking space.23 Jan, 2019, 12.45 PM IST
- Stick to companies that have delivered across cycles, not just upcycles: Ganeshram JayaramanThe market has largely pencilled in any kind of populism in the interim Budget.22 Jan, 2019, 02.04 PM IST
- 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...17 Aug, 2016, 10.18 AM IST
- Consumer durables is our favourite monsoon theme: Ganeshram Jayaraman, SPARK Capital AdvisorWe have still stayed away from the PSU pack. Yes there has been one big rally which has happened in the last three months which we have bee...16 Aug, 2016, 10.29 AM IST
- Pre-market: Nifty50 may open lower on Fed comments; all eyes on Tata Motors' Q3 numbersExpectations of further rate hikes by the US Fed could increase bets on the dollar and trigger outflows from riskier assets, including EM e...11 Feb, 2016, 07.53 AM IST
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