Enam Holdings

Large private banks, PSUs, NBFCs or MFIs: Which lender to bet on?

Enam's Sridhar Sivaram said he expects banks’ profit growth to moderate to 12-15% annually, but the downside risk is limited since banking shares have underperformed in recent years and are less exposed to high-risk lending segments.

Tariff war has many moving parts, India can benefit if it plays its cards well: Enam's Sridhar Sivaram

While India may lose out in some pockets, but in general, we stand to benefit with lesser tariff in most products, said Sivaram. "…if we were to do that and more US orders were to come to India, over the next three to five years, I think we could benefit a lot."

Not the time to be a hero, stay cautious with your capital, advises Enam's Sridhar Sivaram

Sivaram said it is advisable for investors to miss six months of whatever returns the market has to offer, and instead protect their capital in this phase.

Never had eight positive years, so negative return in 2025 possible: Enam's Sridhar Sivaram

Enam Holding said they are sitting on some cash, after having turned cautious on Indian equities since September 2024. They do see opportunities after the recent correction, said Sivaram, but are largely in a wait and watch mode.

Opinion | Sridhar Sivaram on why gold's shine may not fade away for the next few years

In the last 20 years, gold as an asset class has had only four negative years, with no double-digit negative return years. Compare this to Sensex, which has had two 25% plus negative years in the last two decades.

Sterlite Power raises Rs 725 cr from GEF Capital, ENAM Holdings

As part of Sterlite Power’s demerger exercise, the Global Products and Solutions (GPS) business was hived out as an independent company in October 2024, a company statement said.

Bearish on the insurance space, optimistic about manufacturing and asset management: Sridhar Sivaram

Enam Holding's investment director holds a negative outlook on the insurance sector but is optimistic about the potential for growth and profitability in the asset managers operating in the financial savings space and the manufacturing sector.

Clean up your portfolios amid market rally: Sridhar Sivaram's advice to investors

The investor flagged concerns about the potential impact of US rate hikes on global markets, mentioning Indian interest rates are unlikely to be cut soon.

Euphoria in the Indian market needs to factor in what will happen in the US: Enam's Sridhar Sivaram

Sridhar Sivaram believes that the Indian market is overenthusiastic, and is underperforming as compared to other emerging markets. He highlights the impact of future US rate hikes on India's long-standing low interest rate environment.

Enam AMC launches sector agnostic flexicap PMS fund

The portfolio will comprise 15- 30 companies, which will be selected as per Enam’s in-house research methodology, it has said

An elephant with the agility of a tiger — that’s Reliance: Manish Chokhani

This seasoned analyst is absolutely gung-ho about the conglomerate: past, present, and future. He feels that like petrochem, its investments in new energy will be transformational for the country.

India at 75 – hits & misses, a perspective by Manish Chokhani

There's no reason to doubt that India will give a 15 percent compounded return, and a $5,000 per capita at the end of a decade from today

Prefer value over growth stocks, says Enam Holdings' Sivaram; here are 5 sectors he’s bullish on

A pause after a sharp rally is healthy, says Sivaram who is optimistic about FY23 as well as FY24

Was sure about divestment process being of no help: Enam's Sridhar Sivaram

“In our view, BPCL and Container Corporation of India (CONCOR) are possibly the best two companies currently that are being offered,” Sridhar Sivaram, Investment Director at Enam Holdings said

Expect mixed earnings in Q4: Enam Holdings

"We think the global environment is conducive for emerging markets," said Sridhar Sivaram, investment director, Enam Holdings.

India is a micro story; best ‘Bull Market’ has come when macros are bad: Enam

It is a good consolidation which the market needed. It is a reminder to people that it is not a one-way street and many investors which joined equity markets in the last three years haven’t seen at all.

Nifty likely @9700 in FY18, risk appetite rising; Top 9 investment picks

ICICI Securities expects the Nifty at 9,700-mark in FY18

See 20% earnings growth for FY18; market to climb wall of worry: Enam Holdings

Sridhar Sivaram of Enam Holdings sees positive impact from interest rate transmission on earnings. He likes infrastructure, construction and capital goods and believes that the market will continue to climb wall of worry

Better to exempt FPIs from indirect transfer provisions: Expert

In a relief for the foreign investors, the tax department has put on hold its recent directive on taxation on indirect transfers.

See earnings growing near 0% in FY17; like cement, auto: Enam

Speaking to CNBC-TV18 Sridhar Sivaram, Investment Director AT Enam Holdings, said that the CBDT circular regarding tax norms for FIIs is absurd.

FY17 will end with zero earnings growth; H2FY18 to be good: Enam

Globally, markets are looking volatile. While the US dollar is expected to appreciate further, the euro is likely to slip. This volatility in currencies will have repercussions on emerging markets too, says Manish Chokhani, Director of Enam Holdings.

Govt should go for a sharp fuel rate cut of Rs 5: Enam

Demonetisation will be positive for medium to long-term. However, in the short term the impact can be seen on daily wagers who probably are getting shifted to the brink of below poverty line, says Sridhar Sivaram, investment director at Enam Holdings.