R Venkataraman

The market widely expects the US Federal Reserve to pause the rate hike sequence and then pivot soon.

DAILY VOICE | A sustained rally in crude prices could hurt capital flows and macrostability of India: R Venkataraman of IIFL Securities

Sectors like Insurance, Chemicals have a long runway of growth, in our view. The supply chain disruptions due to Covid pandemic has provided an impetus to China + 1 strategy and favours the Chemicals sector., says Venkataraman.

Budget 2021 Daily Voice | Insurance, chemicals, retail, consumer durables should do well over the decade: R Venkataraman of IIFL Securities

We believe sectors like Insurance, Chemicals, Retail, Consumer Durables etc. that have a long runway of earnings growth due to structural factors should do well over the next decade, says Venkataraman.

DAILY VOICE | Auto, pharma & chemicals sector to hog limelight in 2021: R Venkataraman of IIFL Securities

We expect sectors like Chemicals to benefit from the shift of trade away from China in the near to medium term. The autos sector is recovering from cyclical slowdown and 2W/PV sales growth has turned positive.

DAILY VOICE | Quality companies with low debt will shine in medium term: R Venkataraman of IIFL Securities

Companies like Ashok Leyland, Kaveri Seeds, Deepak Nitrite, Sudarshan Chemical, etc. have strong fundamentals & could benefit disproportionately if the MFs were to reallocate funds to mid and small-caps.

We estimate a 10% YoY contraction in Nifty EPS in FY21: R Venkataraman

Expensive valuations (due to recent rally and depressed earnings estimate) and an uncertain recovery path (of the economy) are likely to weigh on equity markets.

India Ratings maintains negative outlook on infra sect for FY18

The agency has revised the outlook for airports to positive for FY18 from stable in FY17, based on the solid fundamentals of air passenger volumes, underpinned by moderate fuel prices (although higher than 2016 levels) and favourable policy actions.

FIIs upbeat on India; see Sensex at 30000 by year-end: IIFL

"FII flows will continue unabated. That is simply because India is shining like a beacon of excellence around the globe," Venkataraman of India Infoline said.

Must 'reset' to new rupee level; RBI, Fed talks eyed: IIFL

R Venkataraman, MD, India Infoline, feels the rupee will have to find a new value and the entire market needs to reset to the new value of the currency.

Don't expect pick in cap mkt biz; positive on NBFC: IIFL

In an interview to CNBC-TV18, R Venkataraman, Managing Director, India Infoline elaborates on the reasons why the company reported a dip in PAT from the previous quarter.

IIFL to deploy NCD proceeds in NBFC business, says MD

Talking about the first retail bond offering from IIFL, managing director R Venkataraman told Moneycontrol.com’s Chikita Kukreja that the proceeds would majorly be deployed towards the group’s non-banking and financial services (NBFC) business.

IIFL to launch AMC in second-half of the year

Speaking to CNBC-TV18, executive director R Venkataraman said the company registered significant growth in financing income. "Higher interest costs have impacted net income margins this time around," he said.