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ETMarkets Fund Manager Talk: This Rs 8,600 crore manager sees opportunities in 3 sectors to bet on domestic theme
V Srivatsa of UTI Asset Management discusses investment opportunities in domestic themes like private sector banking, auto sector, and healthcare. He emphasizes intact growth and reasonable valuations, especially in the current market scenario. He says: "The large and midcap fund has given 45% return on one-year and 22.5% return on 3-year basis. It has underperformed the benchmark by 17 bps on a one-year basis, but outperformed the benchmark by 37 bps on a 3-year basis."
ETMarkets Smart Talk: Stock market performance will be driven by earnings outlook and valuation in 2023: V Srivatsa
The budget has broadly maintained the fiscal consolidation and more importantly focussed on infra spending which has long-term multiplier effect rather than higher allocations to subsidies.
Overweight on pharma, utilities, automobiles, cement and metals: V Srivatsa
Stocks are not as cheap as in March 2020, but we see pockets of opportunities to invest at fair valuations.’
Pharma, FMCG, auto, cement stocks top bets in this market: V Srivatsa
Consumption will eventually revive in a very big way, says Executive VP & Fund Manager, UTI MF.
Smallcaps, midcaps to outperform Nifty; pharma earnings may surprise: V Srivatsa, UTI MF
V Srivatsa, Executive Vice President & Fund Manager at UTI Mutual Fund, says it makes no sense to take a blind call that the top 50 companies that have done well will not go up or the bottom 50 that have done badly cannot go down.
We are overweight on corporate banks, IT & pharma: V Srivatsa, UTI MF
Good opportunities have come up in the NBFC space in last one year.
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V Srivatsa on top 3 sectors for value buying
In last 18 months, money flows improved despite returns not being inline with expectation.Earnings growth visible in bank, consumer and pharma sectors: V Srivatsa, UTI MF
We believe India is a hard core consumption-oriented economy, says the UTI MF fund manager.Consumption basket most attractively priced in medium to long term: V Srivatsa, UTI MF
Sentiment, liquidity have been driving markets up, says the fund managerMarket buoyancy at highest in last 12-13 months: V Srivatsa, UTI MF
A lot of value emerging in mid, smallcaps. A lot of buying has happened in these segments, says Srivatsa.Markets will be range-bound with a negative bias till the elections: V Srivatsa, UTI MF
One would be watching out for election outcome from a three-four months perspective. Says SrivatsaUTI MF’s V Srivatsa picks 2 sectors for next one year
Auto has been a very consistent performer over the last many-many years, says V Srivatsa.Bullish on these 3 sectors as volatility cools off: V Srivatsa, UTI MF
“Global-oriented sectors like resources or energy are also expected to do well this quarter.”Not trade war, these 2 factors pose bigger risks for Indian market: V Srivatsa, UTI MF
Market is keeping the hope alive of a strong earnings growth next year: V Srivatsa, UTI MF.Betting on IT, cautious on cement: V Srivatsa, UTI MF
“There remains the case of probably a combination of value and growth in IT midcap companies.”Markets to be range-bound or flat in next 3-6 months: V Srivatsa, UTI MF
The best way to invest would be to do an SIP over the longer term, says SrivastavaBullish on 3 sectors, underweight on one: V Srivatsa, UTI MF
“I see no reason why growth cannot resume in the sector a couple of years down the line”Any fall in Maruti price is a chance for accumulation: V Srivatsa, UTI MF
Our focus area in the private sector is corporate banks where we would buy on dips.Real estate to witness a major shakeup in 2-3 years: V Srivatsa
Srivatsa analyses the recent trends in aviation, real estate and PSU bank sectors.Worried over PSU banks in long term: V Srivatsa, UTI MF
Most PSU banks are trading at close to price to adjusted book value of one or maybe even more than one.There is a clear case for lowering personal and corporate income tax: V Srivatsa, UTI MF
Lowering of taxes is bound to have a very positive effect on both FMCG as well as consumer discretionary such as automobile and appliances and other categories, says Srivatsa.Rupee could depreciate 3-4% in next 12 months: V Srivatsa
V Srivatsa of UTI MF says RBI has managed the band well and remains well positioned to ensure that there is no wide volatility in the currency despite pressure.Don't see any triggers that will take markets to higher levels: V Srivatsa, UTI MF
In an exclusive chat with ET Now, V Srivatsa, EVP & Fund Manager (Equities), UTI MF, says that in the near term he does not see any triggers for the markets to go up or rebound in a significant way.Go contra on select IT, pharma stocks: V Srivatsa, UTI MF
“We do not believe that any change in presidency or any change in government in US will have a significant structural impact on the pharmaceutical sector .”Positive on auto, NBFCs, down on IT in Q2: V Srivatsa, UTI MF
“IT could be a source of disappointment for the markets as far as earnings growth is concerned.”Post surgical strikes, four sectors you can invest in: V Srivatsa, UTI Mutual Fund
“What we really like in the current space are corporate oriented banks, automobiles, healthcare and probably some utilities”Betting on banks, cement and pharma: V Srivatsa, UTI MF
“At this moment, we are focussing on the recovery of the domestic economy”Neutral on largecap IT, positive on largecap pharma: V Srivatsa, UTI MF
Over the next three to five years, a large part of the banks will probably struggle to make even decent ROEs even when the economy normalisesTime to go long on pharma largecaps: V Srivatsa, UTI MF
While India may not participate in a risk rally if there is a positive outcome of Brexit, in case of a negative outcome, there would be a downside in global equities and India will probably also go downLoad More
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