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SREERAM RAMDAS
ETMarkets Smart Talk| From hype to value: Indian IPOs offer better valuation comfort in 2025, says Sreeram RamdasIndia's IPO market is shifting towards value-driven issues in 2025, marked by investor caution and reasonable valuations, according to Sree...- ETMarkets PMS Talk | Auto Components, Textiles, REITs: Where green portfolio sees dividend-driven value, says Sreeram RamdasGreen Portfolio's Dividend Yield Fund achieved a 17.3% net return in FY25, driven by diesel engine manufacturers and REIT investments, desp...
- Bigger rout looming? As recession talk grows, how Indian stock market investors can prepare for the worstAs recession fears grow in US, experts suggest its impact on India may not be as dire due to strengthened domestic market participation. In...
- ETMarkets PMS Talk: The future of ESG investing - Sreeram Ramdas on trends, governance, and stock selectionOur ESG fund was launched with a specific objective: to invest in small and mid-cap companies that are poised for significant growth while ...
- ETMarkets Smart Talk | Defence, telecom, and tier 2 companies: Key investment bets from green portfolioIt was about time we witnessed a material correction. The last one we witnessed was when Japan raised interest rates, and the yen carry tra...
- Traders shy away from Modi-linked stocks in shift to defensivesA few recent policy reversals highlight the element of uncertainty that investors must grapple with after a decade of certainty, as Modi in...
- ETMarkets Smart Talk | Where is smart money moving? FIIs putting funds in consumer staples & FMCG: Sreeram RamdasIt’s a mixture of stellar results and liquidity backing the rally. Banking as a percentage of the Nifty 50 index is nearly 18%, and these b...
- Value-for-money fashion spurs Trent's 129% surgeThe Tata Group company’s stock has risen 129% this year, ranking it No. 3 on the Bloomberg World Retail Index, on a winning strategy in aff...
- Budget 2024: What should investors do with fertiliser, sugar stocks in the run-up to D-day?The Union Budget 2024 could impact sugar and fertiliser stocks, with policy changes anticipated for ethanol and bio-fertiliser subsidies. S...
- 73% IPOs trading above issue price as primary market shines in H1, four turn multibaggersThe fundraising of Rs 26,272 crore, however fell short of the previous two years likely due to the absence of mega issues. Investors' recep...
- Midcaps trump smallcaps in 2024 as investors seek valuation comfort in an overheated race. What lies ahead?If we look at the last five years, only once has this happened in 2022, where midcap stocks (1.38% returns) outshined the smallcap peers (-...
- These 13 stocks where FII holding topped 10% in Q2, gave up to 297% returns in FY24About 13 stocks in which, the cumulative holding of FIIs topped 10% in the quarter gone by, have given upto a staggering 297% returns, an a...
- Why does this smallcase manager believe that small/midcaps are yet to see good run-up?"It's time to be sector-specific if not company-specific. Sectors that are reliant on domestic business will continue to do relatively well...
- ETMarkets Smart Talk: Valuations matter! There are 28 IPOs expected in Q2 and Q3: Sreeram Ramdas"The opportunity in the IPO segment depends on market sentiments and the number of IPOs. The recent correction in the Indian market was ant...
- Did you miss it? Sensex has already crossed 1 lakh mark only if you count dividendsWhile the price return variant of Sensex, a plain vanilla index which captures only capital gains of its constituents, is popular, a few tr...
- G20 summit gives catbird seat to 3Ds of India story. What should investors do?As world leaders say 'Namaste India' in New Delhi this week, one can't help but take notice of the 3Ds - Demography, Digitalisation and Dom...
- Profit Powerhouses: Smallcap stocks with highest EPS growth in FY23. Which ones to buy?Smallcap companies are stealing the show and driving growth for portfolios of retail investors, with mid and smallcap indices already at re...
- ETMarkets Fund Manager Talk- This portfolio manager explains why his PMS has high exposure to textiles, chemicals & pharmaEquity markets are a direct reflection of the economy. When India is expected to contribute 16% to the world's GDP growth this financial ye...
- Commodity Talk: OPEC’s production cuts have destablised markets not just oil price, says Sreeram RamdasWhen we look at the Strategic Petroleum Reserve (SPR) that is held by the US, it's down to its lowest levels since 1983, and we have seen a...
- ETMarkets Smart Talk: Global diversification for Indian investors is more like the abridged version of Alchemist by Paulo Coelho: Sreeram RamdasIf you look at the business performance of the broader markets excluding the Banking and Financial sector, margins have been negatively imp...
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