STOCK MARKET CRASH SUNIL SUBRAMANIAM

Large institutional flows into large cap implies that it is harder to deliver alpha by active fund managers - but they are a critical part of an investor’s asset allocation decision.

​We may think that even NREGA subsidies could go up a little bit. So, I think the budget will give a clearer direction. But we do know that given the fact that the election results were not to the kind of expectations of the government itself, they ...

As the yawning gap between exit poll predictions and the actual election results led to huge losses in the stock market on Tuesday, Trinamool Congress' Rajya Sabha MP Saket Gokhale has asked Sebi to investigate whether BJP and poll agencies made cro...

​But I now expect consumption to redress the balance and you will get a far more broad-based recovery, that is number one. Number two is I think that now with the lessons of what happened in this election, we expect the BJP itself to take necessary ...

Sunil Bharti Mittal, Chairman of Bharti Enterprises, emphasized that Airtel's resurgence post the challenges posed by Reliance Jio's entry and the AGR ruling showcased India's stable economy and supportive policies under strong leadership. Reflectin...

Subramaniam suggests buying quality stocks during market dips caused by FII volatility. He highlights the importance of managing portfolio volatility, with opportunities in largecaps for short-term gains and small/midcaps for longer-term growth.

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.

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 u...

Sunil Subramaniam remains optimistic about mid and smallcaps, emphasizing the importance of quality stocks and long-term investment strategies like SIPs and STPs. He foresees growth in market infrastructure stocks and mutual fund penetration for str...

Sunil Subramaniam of Sundaram Mutual advises caution in investing in PSU stocks due to liquidity concerns and fundamental issues. Despite strong smallcap and midcap earnings, it is recommended to wait for a fundamental reset and be selective in the ...

Sunil Subramaniam prefers good quality in portfolio, whether PSU or private sector, due to capital adequacy and government ownership ensuring governance. He sees value in TVS, M&M, Tata Motors, Maruti. Two-wheelers and entry level passenger cars exp...

The reduction in interest rates in the debt market is leading to increased flow of money into hybrid funds, which provide a tax-efficient way to participate in the reducing debt market. This has positive implications for the private sector as it red...

Sunil Subramaniam of Sundaram Mutual Fund expects Indian equities to have a good first half of 2024, but warns of volatility in the second half. He recommends a large cap-oriented equity with allocation to gold and debt for a event-heavy 2024. He be...

Sunil Subramaniam believes that the banking sector may see a downgrade in terms of portfolio allocation due to the provisions announced by the RBI. However, he expects decent and healthy banking numbers, especially in corporate lending and SMEs. He ...

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,...

Sunil Subramaniam says: “Even within the mutual fund, almost 30% of the SIP book is in small and midcap space plus another 30% in multi-caps. So roughly half of the SIP book of Rs 17,000 crore is available for buying in the smaller end of the cap cu...

Sunil Subramaniam says: “I am optimistic that not only will the festival season numbers reflect well, the guidance in January for the next few months will also be good. The last two summers have been disappointing from a consumer discretionary persp...

“When the FIIs come back into India, see, they are coming from a super safe market like the US to an emerging country risk oriented market. They will always tend to buy the safety aspects of the market, that is number one. Number two, if you see the...

“I expect these consumption-related stocks, sector earnings to be better and some amount of capital drag to come in so that capital will push up the prices there. From a tactical point of view till the elections, rural-oriented consumption is probab...