Macro gloom set to deepen? | Sridhar Sivaram of Enam Holdings To ET NOW
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Investors are factoring in a wash-out year for earnings in FY21. Pent up demand is there across sectors , but test is what happens 6 months from now. Agricultural Reforms encouraging. Expect strong growth from rural over medium term. Banks will need to raise risk capital in the near-term. Like the telecom as a sector. ARPU have scope to go up.Discretionary spends in 'auto & media'.Seeds & agro chemical a rural theme.Continue to be underweight on financials.Excess liquidity chasing Indian assets.Global Rally Taking Markets Higher, says Sridhar Sivaram, Investment Director, Enam Holdings Pvt Ltd. Watch him discuss rural theme, macro gloom, NPAs. Listen in. Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com
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