Market Interviews

Agarwal outlines why the next cycle will reward quality over quantity and which sectors are best placed to attract capital

Tuhin Kanta Pandey outlines Sebi's focus on trust, transparency and data-driven regulation as it reassesses F&O risks and market governance

In India, equities are often a long-term wealth creation product and flows typically normalise once volatility stabilises, Upadhyaya said.

Sunny Agarwal of SBI Securities said that going ahead, the financial services sector will lead, which includes banks, both public sector (PSU) and private

Globally, investor sentiment has shifted to extreme fear, leading to reduced risk appetite and capital rotation into safer assets such as precious metals, says Gracy Chen, CEO, Bitget

ICICI Securities' Pankaj Pandey says markets may need time to adjust to the new STT regime but sees strong FY27 earnings and midcap outperformance

The next phase of returns in Indian equities will be increasingly driven by companies demonstrating strong earnings visibility, says Sandeep Neema of PL Capital

After prolonged underperformance, India is regaining appeal among emerging markets as trade overhangs ease, foreign inflows return, and earnings show early signs of recovery

FY27 earnings growth could be broader, with mid and smallcaps leading the upside, while AI fears around IT stocks are overdone, says Centrum Broking's Jignesh Desai

Bhasin says valuations of SMIDs relative to largecaps are still expensive and need to converge

Indian equities may stay range-bound unless earnings revive or valuations turn more attractive, says UBS, noting moderation in FPI selling but limited near-term upside

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

Axis MF CIO Ashish Gupta says global markets are defying old correlations, while India lags for now but looks better placed in 2026 on earnings and valuations

From a purely market standpoint, India-EU trade deal is a positive step and clearly in the right direction, Shah said

Market leader UltraTech Cement's Q3FY26 results beat consensus. Consolidated operating profit grew 35 per cent Y-o-Y to Rs 3,920 crore

Private credit is fast becoming a core funding source for India's mid-market firms, bridging gaps left by banks and bonds, says UTI Alternatives CEO Rohit Gulati

There has been significant representation to the government on Securities Transaction Tax (STT), and that remains something markets are watching closely

A breakthrough in negotiations or clarity on tariff policy could lift sentiment, said Shreyash Devalkar, Head - Equity at Axis AMC

Indian equities outlook 2026: Trideep Bhattacharya of Edelweiss MF decodes geopolitical risks, Budget 2026 expectations, sector winners, consumption revival and portfolio strategy

Paharia points out that sectors like healthcare, telecom, consumer discretionary, and private banks and NBFCs appear attractive currently