Sridhar Sivaram

Investment director of Enam Holdings thinks it’s time to stay cautious than show heroism

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.

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.

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

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.

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

Budget 2017: Expected more measures to boost consumption, says Enam

"The problem in the economy is that our consumption is very weak and investment cycle is not taking off. So I was expecting giving more money in the hands of people," says Sridhar Sivaram, Investment Director, Enam Holding.

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.

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.

Earnings to grow at near 10%; RBI may cut 50 bps by Oct: Enam

While the current market is driven by liquidity, it will not last forever and earnings will have to improve for growth, Sridhar Sivaram, Investment Director at Enam Holdings told CNBC-TV18.

Earnings key; rally may continue for more than 2 weeks: Pros

Whether the market can continue to rally from hereon will depend on earnings growth and right now the feelers are not that great, says Sridhar Sivaram, investment director at Enam Holdings

India in a bear market; time to protect capital: Enam's Sivaram

Sridhar Sivaram, investment director at Enam Holdings believes it is time to protect capital, not even to bottom-fish, as domestic earnings are not improving while there are strong global headwinds.

Start of bull run, but 6-month consolidation seen: Siva Cap

According to Sridhar, there has been better clarity on policy over the last year. On the flip side, he feels the government is too focussed on fiscal deficit, and instead should be doing more to boost consumption

Ind Vs Aus: Experts discuss the intricacies

Watch an interview of Dharmesh Mehta, MD & CEO of Axis Capital and Sridhar Sivaram with Latha Venkatesh and Sonia Shenoy of CNBC-TV18. They gave a deep analysis and discussed the intricacies of what can happen over the next six hours.

How rocky is India's road to 10% growth?

Experts discuss the current investment scenario in India. In addition, they advise investors in terms of how to counter a current market like the one we are seeing today.

Eyes on 100-bps cut in CY13; fin, auto dull: Morgan Stanley

Sridhar Sivaram, MD, Morgan Stanley Investment Management explains on CNBC-TV18 that the 25-bps rate-cut by RBI was a welcome move and that the market expects 75-100 bps in repo cuts for rest of the current year of 2013.

Cautious on the IT sector: Morgan Stanley Investment Mgmt

Morgan Stanley Investment Management is a bit cautious on the IT sector. "We are currently underweight the IT sector. If you see the result of the last quarter, of all the large majors, it wasn’t very encouraging, 1-3% of growth. Guidance for the current quarter is also not very encouraging," says the managing director Sridhar Sivaram.