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Radhakrishnan may be joining Sundaram Mutual Fund as its new head

sunil subramaniam: Expect reallocation of money from manufacturing & infra to consumption & banking: Sunil Subramaniam

Sunil Subramaniam says: “Multi-asset funds are now the only way to buy paper gold in a tax evasion manner. What our fund proposes to do is for a moderate investor who wants long-term inflation and fixed deposit beating returns with lower volatility, a blending of gold and equity in the same portfolio achieves a sharp reduction in risk but with not a commensuration return in rewards.”

Equity investors should tone down expectations: Sundaram Mutual MD

Equity investors should tone down expectations: Sundaram Mutual MD
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2024 could be the year of alpha stock pickers than macro chasers, says S Krishnakumar

Are Indian equities overvalued, what’s the interest rate outlook, what themes will play out in 2024, which sectors could do well, what risks lie ahead for investors? The founder of Lion Hill Capital and former CIO-Equities of Sundaram MF answers these questions and more

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