Tag: Sohum
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Markets may stay neutral despite tensions; 3-5% dips are buying opportunities: Sohum AMC
Sanjay Parekh, Founder & CIO at Sohum Asset Managers Pvt Ltd, said markets are likely to remain largely neutral in the near term despite...
Sohum Asset CIO backs HDFC Bank, calls recent concerns temporary, sees valuation opportunity
Sohum Asset Managers’ CIO Sanjay Parekh said investor caution stems from uncertainty despite regulatory reassurance and management clarity. He highlighted strong long-term fundamentals, stable...
Vedanta could see 10–14% upside from demerger, says Sohum Asset Managers’ Sanjay Parekh
Sanjay Parekh, Founder and Chief Investment Officer at Sohum Asset Managers, remains bullish on Vedanta and believes the stock could see a 10–14% upside...
No FMCG in portfolio; prefer telecom, housing and credit as consumption plays: Sohum AMC
Sanjay Parekh, Founder and CIO of Sohum Asset Managers, which manages funds worth $9.61 million, said that his portfolio has no fast-moving consumer goods...
