Ram Kolluri Quotes

What concerns me is that the weakness in equity markets predates the war. The travel industry is having major problems, natural gas prices remain stubbornly higher and earnings growth has been very sporadic... The war is going to be a much longer and more involved process than people think. We are going to be under the gun, even when the conflict itself is over. If we don't see a dramatic recovery in earnings and a drop in oil once the conflict ends, these rallies that we have now won't be meaningful.

- Ram Kolluri

Tags

Concerns | Weakness | Equity | Markets | Predates |

comments powered by Disqus

Random

The market has a split personality here. I am personally not convinced of anything. This is a deeply oversold condition that's long overdue for a technical bounce. Valuations in the equity market are not compelling. The market is starved right now for some decent news. - Ram Kolluri

We're looking at the headline news, but the market is being supported by the girders of the economy, a basic, strong foundation... I don't expect a dramatic rally from here, but we are very much on track for a high-single-digit, low-double-digit total return for the year. - Ram Kolluri

I'm somewhat in the cautious camp. The rally may continue, but this is exactly how we felt in 1999 and 2000 before we started questioning earnings. I feel there is going to be a reality check somewhere. - Ram Kolluri