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Enam Holdings’ Sridhar Sivaram Sees Value In PSUs
After decades of betting on growth stocks, Enam Holdings’ Sridhar Sivaram now sees merit in value investing.
21 Jan 2021, 07:34 AM IST
After decades of betting on growth stocks, Enam Holdings’ Sridhar Sivaram now sees merit in value investing in India, and more so in public sector enterprises.One of the reasons is that valuation gap for PSUs—both financial and non-financial state-owned entities—are significantly up, the director at the investment firm told BloombergQuint’s Niraj Sah in an interview. “The entire PSU basket’s non-financial market cap is around Rs 8.5 ...
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