Enam is also bullish on gold, which is also an asset allocation call, as well as a hedge against rupee's weakness. Though after a 40% return in 2024 in dollar terms, gold may consolidate, Sivaram ...
Sridhar Sivaram, Investment Director at Enam Holdings, warned that earnings estimates for 2025-26 (FY26) may face downward revisions due to sluggish consumption and muted capital expenditure. Sivaram ...
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