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Top Story|Economic Times4 days ago

Why WhiteOak CIO Ramesh Mantri prefers REITs, InvITs over high dividend yield stocks

While yield will be the primary driver of returns for this Fund, capital appreciation is also expected to play a significant role. REITs and InvITs are required to distribute at least 90% of their net distributable cash flows to unitholders, so a large slice of the portfolio's return is contractual, rent- or toll-linked income rather than sentiment-driven.

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Latest ramesh srinivasan Mentions

Maintain a bullish bias on established financial institutions with strong subsidiaries; consider long positions on SBIN with a focus on sustained positive sentiment.|Quick check: MARUTI bearish bias (-2.0% 1d), TATAMOTORS neutral (+0.2% 1d).
For CRAFTSMAN, consider a short-term neutral to slightly bearish bias due to block deal supply, but look for accumulation opportunities if the stock holds above the Rs 9,250 floor price, supported by strong fundamentals.|Quick check: CRAFTSMAN neutral (-2.8% 1d), MARUTI neutral (-0.1% 1d).
Given the current market weakness, consider accumulating quality financial services stocks on dips, focusing on those with strong wealth management or advisory arms, with a long-term bullish bias.|Quick check: NIFTY neutral, SENSEX neutral.
Long positions in KARURVYSYA are favored, with a focus on monitoring execution and asset quality.|Quick check: KARURVYSYA neutral (+0.0% 1d), HDFCBANK bearish bias (+0.0% 1d).
Consider a bullish bias for Jana Small Finance Bank (JANASFB) if it is publicly traded, focusing on long-term growth potential driven by capital and license upgrade, with risk management around broader market volatility.|Quick check: JANASFB neutral, HDFCBANK neutral (-0.0% 1d).
For Tata Steel, the governance uncertainty at Tata Trusts adds a bearish bias; traders should consider short-term downside risk, especially if global metal prices also show weakness.|Quick check: TCS bearish bias (oversold), TATAMOTORS bullish bias (+5.2% 1d).
Neutral to slightly bearish bias for Tata Group stocks due to governance uncertainty.|Quick check: TATACHEM neutral (+0.0% 1d), TCS bearish bias (+0.0% 1d).
Given the long-term bullish view, traders might look for accumulation opportunities in fundamentally strong auto stocks, especially those with strong SUV/EV portfolios, on market corrections.|Quick check: SENSEX neutral, MARUTI neutral (overbought).
Maintain a neutral to cautious stance on Tata Group stocks until clarity emerges on the leadership situation.|Quick check: TATASTEEL neutral (-2.2% 1d), TCS bearish bias (+0.4% 1d).
Maintain a positive bias on well-capitalized Indian banks with strong asset quality, as a healthier private market ecosystem can indirectly support their growth. Look for banks with exposure to growing sectors that AIFs might fund.|Quick check: HDFCLIFE neutral (+0.0% 1d), ICICIPRULI neutral (+0.0% 1d).
Maintain a cautious or bearish stance on Tata Group stocks until governance concerns are resolved.|Quick check: TCS neutral (+0.0% 1d), TATAMOTORS neutral (overbought).
News is ~1 month old and likely priced in; watch TATAINVEST for fresh cues — accumulate on dips if listing momentum builds, but avoid chasing if Tata Trusts officially rejects.
Bullish for Tata holding plays — accumulate TATAINVEST and TATACHEM on dips; IPO chatter typically drives multi-week re-rating in group stocks.
Given the age of the news, the market has likely absorbed this information; monitor future governance developments within Tata Group for long-term sentiment shifts.
Monitor Sundaram Clayton and TVS Motor for signs of sustained governance stability; initial volatility may present short-term trading opportunities.
Given the age of the article, the immediate market impact has likely been absorbed; however, monitor future government actions on essential commodity supply for potential indirect effects on consumer-facing sectors.