Alok Sama

In an interview to the Economic Times, Alok Sama, President of the SoftBank group said that they will continue to back its two online brands – Snapdeal and Ola – who are trying to compete with Amazon and Uber respectively.

China rallying may be healthy for India: Baer Capital

Alok Sama of Baer Capital feels India may be a collateral beneficiary of funds flowing into dedicated emerging market funds, on the back of announcements coming out of the third plenary in China - the commitment to a more market-oriented economy, the commitment to the so called state-owned enterprises (SOE) reforms.

RBI steps to hit growth, don't touch banks now: Baer Cap

In an interview to CNBC-TV18, Alok Sama, founder, Baer Capital says given the steep fall seen by the rupee, growth has now taken a backseat.

Indian mkt looks constructive for next 3-5 years: Baer Cap

Despite weak fundamentals, Alok Sama, founder, Baer Capitals believes the Indian market is reasonably constructive from a three to five year view.

Budget 2013: Mkt consolidation on; no Budget surprises, says Baer Cap

Alok Sama, president and founder, Baer Cap Partners explains on CNBC-TV18 that the market is in a phase of consolidation with increased global liquidity and risk-appetite driving the current rally.He expects no surprises from the Budget.

Baer Cap cautious on India, overweight on FMCG & pharma

As India is trying to hold back investors, bulls only seem to be fleeing away. Experts are concerned that the policy paralysis overhang may drag the economy and market further. Alok Sama, Founder & President, Baer Capital Partners also warns that it is time to be extremely cautious on India.

See rally in India, cautiously optimistic: Baer Cap

The Indian market has outperformed most of the global markets with about a 13% gain year-to-date (YTD). Alok Sama, Baer Capital Partners expects a fairly reasonable rally in India. He is cautiously optimistic on India.

Value alone is not a case to invest in India: Alok Sama

Alok Sama of Baer Capital Partners feels that while Indian equities certainly shone at the beginning of the year, even going ahead and outperforming many emerging markets, it is still not a base case for many global investors.

Baer Cap expects Sensex to move up to 17000-17500 in 2012

The first half of the year could be an encouraging time for equities, but the latter half will bear watching as some concerns still remain, says Alok Sama of Baer Capital Partners.

Cautious on India in '12, Baer Cap says downside risk seen

Experts and investors are not so bullish on India. Hopes of a year-end rally are also getting faintly fanned by muted sentiments. Alok Sama of Baer Capital feels that global equity markets may see a significant year-end rally but Indian market may just miss it.

India almost out of woods on rate hike cycle: Baer Cap

After the strong positive sessions that we have had, India might look to outperform due to its strong fundamentals, says Alok Sama, President and Founder of Baer Capital Partners.

Bharti Airtel a top pick: Baer Capital

Bharti Airtel is a top pick in the telecom space, says Alok Sama, Baer Capital.

Prefer L&T: Baer Capital

Prefer Larsen and Toubro (L&T) in capital goods space, says Alok Sama, Baer Capital.

Baer Capital overweight on pharma, FMCG

Alok Sama, Baer Capital is overweight on pharma and FMCG.

Sell auto stocks: Baer Capital

Sell auto stocks, says Alok Sama, Baer Capital.

RBI may up rates by another 25-30bps, sell autos: Baer Cap

Alok Sama of Baer Capital said that the steeper-than-expected policy tightening from the RBI wasn’t a surprise move because inflation is now heading towards double digits, which is way above the central bank’ comfort zone of 3-4%.

Sensex to trade in 17000-19000 range: Baer Capital

Negative economic data has been the key trigger for this overwhelming weakness, says the president and founder of Baer Capital Partners Alok Sama. In an interview on CNBC-TV18, he sees the dollar carry trade as largely overstretched.

Crude may head to $150-200/bbl in two years: Baer Cap

Most analysts on the street feel that it will be difficult for India to achieve the desired growth unless crude rates simmer down. In an interview with CNBC-TV18's Mitali Mukherjee, Alok Sama, president and founder of Baer Capital said that higher crude prices will create a negative impact on India's growth.

India inflation fears overdone, worst maybe over: Baer Cap

After a fabulous 2010, this year has been horrendous for the Indian indices so far—the correction has been steep with markets constantly drifting lower. But, Alok Sama of Baer Capital feels the worst is probably over for India. "We have probably seen the worst run-up in oil prices. Also, I feel inflation fears here are probably over-done."