Volatility: Waiting to buy the dip? Wait for further decline: Sunil Subramaniam indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.
Sunil Subramaniam emphasizes the significance of SIP book flow, SEBI regulations, fund managers role, NIM impact in the BFSI space, and the strategy of playing the infra and defense story through corporate banks for sustained growth.
RBI status quo, likely dampener for long-duration fund investors thehindubusinessline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindubusinessline.com Daily Mail and Mail on Sunday newspapers.
The recent surge to all-time highs isn t just a pre-election rally, according to Sunil Subramaniam, MD and CEO of Sundaram Mutual. He views it as a sustainable trend and suggests that large-cap IT stocks will provide portfolio stability in case of a rebound in the sector. He doesn t expect private banks to take the leadership just yet.
Sunil Subramaniam stresses diversification, cautious market entry, and guidance reliance for retail investors. Company outlook, private sector capex, and global uncertainties will impact future positioning. Diversification is crucial amidst market unpredictability. Subramaniam says not to put all your eggs in just a couple of baskets and diversify as well as have outlook portfolios.