Sridhar Sivaram

Why the bull run may be a trap and what to buy instead -- Sridhar Sivaram weighs in

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.

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.