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Stocks that are a play on the capex cycle, like capital goods for one, have done well in the recent stock market rally as investors are betting that private sector investments are set to take off
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Foreign investors, says chief investment officer of UTI AMC, remain upbeat on India’s structural growth story, but are no longer looking at it as a high-beta play
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Vetri Subramaniam shares his views on building a portfolio, global risks, the current geopolitical situation, the fiscal deficit, inflation, the K-shaped recovery, India becoming the fifth largest economy and much more
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What matters is not whether the US Fed will hike interest rates by 50 bps or 75 bps, but if there would be an economic slowdown as it fights high inflation, the analyst said.
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The Group President & Head of Equity at UTI Mutual Fund takes us through the revolution in the equity markets and one of Manmohan Singh's speeches before he became the Finance Minister.
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"Corporate sales growth and profits may be adversely affected in FY21. But if we can navigate this period well, then a recovery should set in thereafter," Subramaniam said.
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Speaking on the economy, Vetri Subramaniam highlighted that there has not been much strength in capex cycle, while capacity utilization has also not risen dramatically. Therefore, capex itself is at a weak ebb, he said.
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Vetri Subramaniam feels it is slightly dangerous to completely rely on earnings forecasts. He believes that the current market is a stock-picking one. Look for stocks with attractive valuations.
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Mutual fund industry veteran Vetri Subramaniam today joined UTI Asset Management Company (UTI AMC) as Group President and Head of Equity.
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Indian equity markets are trading at a 20 percent premium compared to historical averages and a reality check is in order in the form of first quarter earnings, says Vetri Subramaniam, CIO of Invesco Asset Management Company.
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From the market point of view, he says corporate earnings still haven‘t improved and the valuations too continue to remain at 3-4% premium to long-term average, says Vetri Subramaniam of Religare Invesco Mutual Fund.
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According to Subramaniam, large caps are not cheap either, but they are attractive relative to midcaps
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Earnings are trending lower, says Vetri Subramaniam, CIO of Religare Invesco Mutual Fund. According to him, FY16 and FY17 growth estimates are likely to be revised lower by the end of the earnings season
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Vetri Subramaniam, CIO of Religare Invesco Mutual Funds says there are enough evidence to show that people trading for short term are at risk of suffering any global crisis.
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In an interview to CNBC-TV18's Latha Venkatesh, Anuj Singhal & Sonia Shenoy, Vetri Subramaniam, Chief Investment Officer at Religare Invesco Mutual Fund gave his take on Arun Jaitley's Union Budget and their outlook on the markets.
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In an interview to CNBC-TV18, alpha manager Vetri Subramaniam, Chief Investment Officer, Religare Invesco Mutual Fund, says he has been seeing a mild recovery in the economic growth, but feels the government needs to now focus on policy implementation.
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Watch the interview of Vetri Subramaniam, Chief Investment Officer at Religare Invesco Mutual Fund and Nandan Chakraborty, MD-Institutional Equity Research at Axis Capital with Udayan Mukherjee & Sonia Shenoy on CNBC-TV18, in which they shared their reading and outlook on market.
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Vetri Subramaniam, CIO, Religare Invesco Mutual Fund believes that going ahead, the market is likely to focus on economic growth pick-up in medium to long-term.
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According to Vetri Subramaniam, the government needs policy actions to address issues that are hurting the economy. He believes that the currency depreciation in recent times will certainly help exporters but there is a lot more that needs to be done by the government.
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Vetri Subramaniam of Religare Invesco Mutual Fund said the macroeconomic policy candidly pointed at the government asking it to come up with short-term solutions to cover the CAD.
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Religare Invesco Contra Fund has consistently outperformed its benchmark indices over one and three year time period. According to Arnav Pandya, investors with slightly conservative approach can consider this fund for investing.
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Vetri Subramaniam, Chief Investment Officer, Religare Mutual Fund says Indian market is reflecting challenging economic circumstances, and even though the government has done its fair bit, the giant size super tanker is not easy to turn around.
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In an interview to CNBC-TV18, Vetri Subramaniam, CIO of Religare Mutual Fund spoke about outlook for the market ahead of Budget 2013-2014.
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Vetri Subramaniam of Religare Mutual Fund, says that the government needs to fill the vacuum of decision making which is created after October to put the economy on a growth trajectory. He however has muted expectations from the winter session of the Parliament.
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Vetri Subramaniam, chief investment officer of Religare Mutual Fund feels further market upmove is likely to depend on earnings and GDP growth.
