Sanju Verma

Jai Bala of 1857 Advisors says from a long-term perspective, the structure for India is still positive. Also, with the Chinese market becoming frothy, 'money out of China is good for India', he adds.

See 50-100 bps rate cut in 1 yr; earnings worry: Violet Arc

Sanju Verma, CEO of Violet Arc Global Managers says it is not the defensives that are truly driving the market. Stocks like Ashok Leyland and Maruti, among others, have seen the most run-up in their stock prices, she adds.

Awaiting CSO estimates, Budget, inflation data: Violet Arc

Sanju Verma, CEO, Violet Arc Global believes no governor can tackle both inflation and exchange rate at the same time and Raghuram Rajan is trying to do just that. "If governor doesn‘t want the rupee to appreciate any further then he will have to allow inflation to rise or vice-versa."

Unperturbed by mkt fall; like ONGC, HUL: Sanju Verma

According to Verma, today's fall was not about the Russian crises or the Greek crises (potential exit of the nation from the Eurozone), it was about increasing dollar dominance.

Rupee fall not a shocker; see weak opening tomorrow: Pros

The currency market is not spooked by the Russian central bank move, which raised its key interest rate from 10.5% to 17%, resulting in the Russian rouble falling to 71/USD, but it is the unpredictability with respect to the rouble versus the dollar scenario that is also leading to rupee's fall, says Sanju Verma

Keep Maruti Suzuki in portfolio: Sanju Verma

According to Sanju Verma, CEO at Violet Arc Global Managers, one can keep Maruti Suzuki India in the portfolio.

Be in Arvind for long term: Sanju Verma

Sanju Verma, CEO at Violet Arc Global Managers is of the view that Arvind is a long term play.

Nifty will breach 8000; to scale new highs post Nov: Pros

Sanju Verma, CEO at Violet Arc Global Managers expects consolidation in the market to continue through November, but doesn't expect it to correct in a big way.

Meet the capitalists in 'socialist' Aam Aadmi Party

The Delhi government‘s recent economic decisions may leave the several corporate bigwigs who have joined AAP in recent times with some explaining to do.

Pick MindTree, NIIT: Sanju Verma

According to Sanju Verma, Group CEO at Violet Arch Capital Advisors, one may prefer MindTree and NIIT from midcap IT space.

Capital goods expensive now, rally on poll hopes: Experts

Sanju Verma, Group CEO, Violet Arch Capital, says Order book to sales for most capital goods companies has always been pretty healthy, anywhere between 2.5-3 times revenues. But the working capital cycle is still under tremendous strain

Bullish on Hindalco, keep JSPL in portfolio: Sanju Verma

Sanju Verma, Group CEO of Violet Arch Capital is bullish on Hindalco Industries due to Novelis performance. She recommends keeping Jindal Steel & Power in the portfolio.

Sanju Verma bullish on Tech Mahindra

Sanju Verma, Group CEO of Violet Arch Capital is bullish on Tech Mahindra. "For the last six quarters, it has shown a CQGR revenue growth in dollar terms of 4.6 percent which is excellent even in the September quarter," she reasoned.

Cautious on capital goods, Voltas looks expensive: Verma

Sanju Verma, Group CEO of Violet Arch Capital is cautious on capital goods space. She feels Voltas looks like an expensive stock at the current price.

Britannia Industries may head towards Rs 1050: Sanju Verma

Sanju Verma, Group CEO of Violet Arch Capital is of the view that Britannia Industries may move all the way to Rs 1050.

Buy Power Grid December Put option: Sanju Verma

Sanju Verma, Group CEO of Violet Arch Capital is of the view that one may buy Power Grid Corporation of India December Put Option or avoid follow-on public offer.

Sensex sparkles ahead of Diwali; will Nifty hit 6400?

Sanju Verma, group chief executive officer, Violet Arch feels the market is currently polarised between smart money and hot money. She believes that 6400 or 6500, at those levels the market will tire itself out and 6400 looks likely in near term.

Nifty heading to 6400; stay with midcap banks: Violet Arch

Speaking to CNBC-TV18 on the Bank Nifty performance, Sanju Verma, group chief executive officer, Violet Arch, says if one wants to be invested in a sector that gives less capital appreciation but a more cushion with a great annuity-based cash inflows, then he/ she should invest in midcap banking stocks.

Short YES Bank, Axis Bank: Sanju Verma

Sanju Verma, MD & CEO of Violet Arch Capital Advisors is of the view that one may short YES Bank and Axis Bank.

Continue buying pharma; bullish on HCL Tech: Sanju Verma

Sanju Verma continues to be disappointed with Infosys despite its 4 percent volume growth sequentially. “At this point the one company that we continue to like is HCL Tech. I also like Tata Consultancy Services (TCS),” she adds.

Volatility to stay; buy Tech Mah, HCL Tech: Sanju Verma

The IT sector does not have a very smooth run ahead, feels Sanju Verma, MD & CEO, Violet Arch Capital Advisors. She also believes the market overtly reacted to the Fed talks on QE pullback.

Experts warn trouble as volatility index hits high of 19.85

Sanju Verma of Violet Arch Cap, in reaction to volatility index India VIX touching a high of 19.85 on Wednesday, says that this could be an indication of trouble at the bourses in the short-term.

Expect trouble if India VIX breaches 20-mark: Sanju Verma

India VIX has been making higher lows as well as higher highs. The lower end of the India VIX has been trading in the region of 13-14, and the higher end has been trading in a band of 18-20. If the India VIX were to breach 20 on the upside, in the intermediate to short-term there could be more trouble.

Nifty support at 5500; bet on Coal India, IndusInd: Experts

Technical analyst Sudarshan Sukhani of s2analytics.com believes that the steep fall in the market is normal and Nifty will see some support at 5,500.

Indian equities overvalued; focus on rupee: Sanju Verma

In an interview to CNBC-TV18 Sanju Verma, managing director of Violet Arch Capital said Indian equities look overvalued.