Baer Capital

Baer Capital turns cautious on India, says fundamentals are weak and the recent rally is driven purely by liquidity. He even warns that Nifty may test August lows of 5200.

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.

Market top at 17000-18000; book your profits now: Baer Cap

Alok Sama, president and founder, Baer Capital Partners tells CNBC-TV18 that it is good time to book profits.

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.

Pressure on Re, cost of capital concern for India: Baer Cap

According to Alok Sama of Baer Capital, pressure on the rupee and cost of capital are two key concerns for Indian equities.

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%.

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 to see $60-75 bn PE money over next 5 years: Baer Cap

In an interview with Deepak Shadadpuri, MD, Baer Capital, gave his perspective on flows, private equity investment and the debate on emerging markets versus developed markets.

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."