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Bubble Won't Burst

A woman in a male-oriented field, Srividhya Rajesh has gained immense acclaim as a shrewd fund manager. She expects the upswing in the Indian market to last longer

She is an alumnus of BITS Pilani. Prior to joining Sundaram, Rajesh worked for two years in Kotak Mahindra. At Sundaram she manages three funds: Sundaram BNP Paribas Select Focus-G (July 2002), Sundaram BNP Paribas India Leadership-G (March 2005) and Sundaram BNP Paribas CAPEX (September 2005).

Do you see a market crash in the near future?
While we are of the opinion that there may be a bubble (in terms of valuations) being formed in the market, we do not forsee it being pricked in the near future. Given the global liquidity conditions, we expect the bubble to last longer.

What is the strategic and tactical orientation of your fund?
The orientation of the fund is to identify growth companies trading at reasonable valuations.

Which are your top sector preferences?
Select Focus:
Natural Resources including Metals
Capex Opportunities:
Capital Goods