Latest Breaking News On - சம்பத் சிவப்பு - Page 1 : comparemela.com
private sector banks: Fed and liquidity to drive big corrections in market: Sampath Reddy
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.
private sector banks: A lot of opportunity in top private sector banks: Sampath Reddy, Bajaj Allianz Life Insurance
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.
ACB Nabs Telangana Cop, Nekkonda Mandal Agriculture Officer For Bribe
sakshi.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from sakshi.com Daily Mail and Mail on Sunday newspapers.
Overweight on top 3 private sector banks: Sampath Reddy
SECTIONS
Last Updated: Jun 09, 2021, 10:54 AM IST
Share
Synopsis On the valuation side, most parameters are slightly closer to the upper end of the band. So in that sense, markets are priced pretty much to perfection.
ET Bureau
What are your thoughts on the valuations vs earnings narrative in this rally?
Most analysts and market participants thought that FY21 earnings will decline because of lockdown, but it grew quite substantially. The earnings growth was a big surprise. In FY22 also, the earnings growth expectation continues to be quite strong.
On the valuation side, most parameters are slightly closer to the upper end of the band. So in that sense, markets are priced pretty much to perfection.
A $10 billion asset manager’s top sectoral bets for next 5 years
SECTIONS
Share
Synopsis
The Nifty Infrastructure index has risen 16 per cent so far this year while Nifty Metal index has gained 56 per cent against a 9 per cent rise in Nifty50.
iStock
Related
MUMBAI: Bajaj Allianz Life Insurance’s Chief Investment Officer Sampath Reddy says the next three-to-five years may belong to the ‘old economy’, not the new one.
The fund manager, who looks after assets worth close to $10 billion, sees the engineering and manufacturing sector as the place to be unlike the common perception of betting on ‘new economy’ sectors like Internet and consumer technology.