Discussing the company‘s portfolio strategy and macro outlook on CNBC-TV18 Ganeshram Jayaraman said that Spark Capital has an overweight stance on infrastructure/industrials, automobiles and discretionary consumption.
Ganeshram Jayaraman, Managing Director - Institutional Equities of Spark Capital Advisors.recommends some stocks which could see earnings compounding over 3-4 years, even if they look expensive on a 1-year price to earnings basis.
Ganeshram Jayaraman of Spark Capital Advisors is bullish on auto companies — both two- and four-wheeler names, discretionary consumption names and financials
Some Foreign Institutional Investor (FII) cash selling will continue for the time being, Amit Gupta of ICICI Direct tells CNBC-TV18.