Srinivas Rao Ravuri

Fund Manager Talk | FY26 earnings will grow by 12-13% after 5-6% downgrade: Srinivas Rao Ravuri

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Fund Manager Talk | FY26 earnings will grow by 12-13% after 5-6% downgrade: Srinivas Rao Ravuri

The stock market’s focus has now shifted to FY26 earnings, which are expected to grow by 12-13%, following a 5-6% earnings downgrade over the past six months, says Srinivas Rao Ravuri, Chief Investment Officer, Bajaj Allianz Life Insurance. While a 12-13% earnings growth rate may not seem particularly strong at first glance, we believe it … Read more

We are fairly positive on the consumption story: Srinivas Rao Ravuri

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We are fairly positive on the consumption story: Srinivas Rao Ravuri

“I think the discretionary space also is looking extremely good. But I think stock picking is very important there at this point of time given pockets of slowdown and also expensive valuations in certain stocks,” says Srinivas Rao Ravuri. Just wanted to also understand what the key triggers are for picking out the domestic consumption … Read more