Value Investing Back In Vogue? | Sridhar Sivaram, Enam Holdings | The Market

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25 MAY 2021 10:44 IST | ENGLISH | MONEY & FINANCES | GENERAL AUDIENCE

Momentum in markets here to stay. Strong global liquidity flowing into EMs like India. Global economic data hinting at a rapid rebound. Very long on the PSU trade, believe PSUs are undervalued. In most cases, value could be a trap. Believe that government is pushed into a corner on divestment. Believe that divestments will happen. Believe BPCL will be the first on the block. Structural earnings growth story happening in banks. Expect normalisation of credit costs for banks. Very positive as far as PSUs are concerned. Metals demand continues to be very strong. Metals continue to be a global trade. Watch the full interview with Sridhar Sivaram, Investment Director, Enam Holdings on The Market!