Positive impactResults
Sanjay Parekh says market may bottom soon; why Sohum Asset Managers is focusing on largecaps
CNBC-TV18 1 hr ago·24 Sept 2026, 12:11 pm
Sanjay Parekh, the fund manager at Sohum Asset Managers, believes the recent market volatility may be nearing an end. He suggests that much of the current negative sentiment is already reflected in stock prices. Parekh is focusing his strategy on large-cap companies, which he considers relatively safer bets during uncertain times.
This shift in focus matters to investors because large-cap stocks generally offer more stability and established market positions compared to smaller companies. Parekh points to upcoming earnings reports and potential easing in global factors like crude oil prices and US bond yields as key triggers that could drive the market higher. These elements are expected to provide the necessary momentum for a recovery.
Investors should watch the upcoming corporate earnings season closely. Positive results from major companies could validate Parekh’s view that the market has bottomed out. Additionally, keeping an eye on global crude oil trends and US interest rates will be crucial to gauge the overall market sentiment in the coming weeks.
Excerpt from CNBC-TV18
Sohum Asset Managers’ Sanjay Parekh says much of the recent market pressure may already be priced in, with earnings and a possible easing in crude and US bond yields offering potential relief. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the…Read the original at CNBC-TV18
Key takeaways
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
