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PSU Banks: Valuations of PSU Banks still very supportive: Sridhar Sivaram

I do not think there is a debate on the credit quality of banks in general. Provision numbers are very good. Bank balance sheets looks good. And for whatever reason the credit cost has been very moderate even on the retail side.

Lucknow , Uttar-pradesh , India , Kozhikode , Kerala , Sridhar-sivaram , Offering-college , Enam-holdings , Leadership-excellence , Executive-officer , Operations-officer , Product-officer

Here's why Sridhar Sivaram is bullish on power sector

​So, what will happen is the entire ecosystem will benefit. One will have to investigate which one does well. But I think if we are going to add so much capacity, it takes me back to 2003 to 2007 period, when this entire ecosystem did very well.

India , Lucknow , Uttar-pradesh , Kozhikode , Kerala , China , Sridhar-sivaram , Rajya-sabha , Offering-college , Indian-school-of-business , Enam-holdings , Leadership-excellence

Up-move in entire PSU space to cool off, says Sivaram of Enam Holdings

The pace of returns seen in the past three years in the entire PSU basket will surely cool off, Sridhar Sivaram of Enam Holdings about PSU banks.

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sridhar sivaram: I remain bearish on IT, expect EMS to boom: Sridhar Sivaram

Sridhar Sivaram says: “EMS as a space, whether it is China/Europe plus one or not, is going to boom anyway, because the electronic component in our daily lives is significantly going up. Having said that these stocks have rallied a lot, their earnings will also grow; it may not be structural, but it may not be like every quarter it will grow. So you will see surprises here. Those are the opportunities to buy.”

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fii flows: Sridhar Sivaram says FII flows we are expecting may not materialise. Here's why

Sridhar Sivaram says: “We will see manufacturing as the next big theme for India like what happened to auto ancillary. 20 years back, we were just an assembly unit in India. And today, 95% is manufactured within India. The sceptics say that, oh, this is just an assembly unit, not more than 10%. But that is changing. Maybe in the next three years, we will go to 30% manufactured or value added in India.”

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Short Call: Rates rule the Street on MPC day; power stocks charged up; Five Star Business, IRCON, HUL in focus

The RBI is expected to keep the interest rates unchanged on December 8. One section feels there could be a cut in rates shortly, while another feels the RBI won't do so before the Fed

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PSU companies still undervalued despite the rally: Sridhar Sivaram of Enam Holdings

Sivaram is bullish on private banks and expects them to pick up once FIIs make a come back

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Short Call | Focus on Berger Paints, Gujarat Gas, Dabur; Risks to capex; India's entry into global bond index

Despite two consecutive sessions of sharp declines in the indices, investors remain calm. Their rationale appears to be that there is little incentive to go through the hassle of selling when the overall sentiment remains optimistic, as it could lead to regret later on.

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market: We may see a time correction or a price correction in short term: Sridhar Sivaram

Our broad view for the market is that in the short term, we could see a time correction or maybe a price correction more from the fact that the macro data, both in the US and in India, especially on the inflation side, is still looking a bit sticky.

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