Vetri Subramaniam

Capex upswing needs animal spirits; bullish on IT, auto, banks: UTI AMC’s Vetri

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

Market not overbought; comfortable on valuations of large banks: UTI AMC’s Vetri

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

Need concrete govt policies; Q2 GDP to be worse: Vetri

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.

Will bet on IT, pharma on rupee depreciation: Vetri

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.

Religare Invesco Contra Fund: Buy with outlook of 3 years

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.

Valuations fine, momentum will bring back FIIs: Religare MF

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.

Budget 2013: Focus will be on fiscal prudence in Budget: Religare MF

In an interview to CNBC-TV18, Vetri Subramaniam, CIO of Religare Mutual Fund spoke about outlook for the market ahead of Budget 2013-2014.

Urgent need to turn investment cycle around: Religare MF

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.

Seeing some signs of investment cycle revival: Religare MF

Vetri Subramaniam, chief investment officer of Religare Mutual Fund feels further market upmove is likely to depend on earnings and GDP growth.