Market Interviews

Umeshkumar Mehta of SAMCO Mutual Fund has called for a review of overseas investment limits, saying this will allow Indian investors to play global themes such as AI, semiconductors and biotechnology.

Bandhan AMC CIO Manish Gunwani says India's macro fundamentals remain strong, with financials, insurance and real estate best placed to drive FY27 earnings growth

We've also seen significant sector rotation over the past few weeks, making it difficult for fund managers to stay positioned across every segment, says B. Gopkumar, MD & CEO of Axis Mutual Fund.

Wealth creation opportunities exist across all the cohort of market and investors are recommended to adopt bottom-up stock specific approach, says Baldev Prakash, MD & CEO of SBICAP Securities.

he says that even a modest improvement in performance could trigger catch-up buying and support the next leg of the market rally

The oil market, Shah of Kotak AMC said, is signalling that supplies could get constrained again, which may lead to another increase in prices. All this will impact how equity markets play out.

Large-cap stocks offer attractive valuations, but a sustained recovery will depend on foreign investor inflows, earnings growth and avoiding excesses in low-quality small- and mid-caps

Rahul Singh of Tata Asset Management says easing geopolitical risks support equities, but sustained corporate earnings growth will be the key driver of the market's next rally

Markets are either portrayed as unstoppable or extremely fragile, whereas the truth generally lies somewhere in between, says Radhika Gupta of Edelweiss Mutual Fund.

Vora says the market recovery is still in its early stages, with valuations remaining supportive

Oil prices will remain volatile, but we expect Brent to move into the $80-$90 range, says Jim Burkhard, vice-president and head of research for oil markets, energy and mobility at S&P Global Energy.

Marc Faber, editor and publisher of 'The Gloom, Boom & Doom Report', says that his advice is to stay in cash and bonds for now

ICICI Prudential AMC's Anand Shah sees manufacturing-led mid and smallcaps sustaining outperformance as earnings growth supports valuations

K Rajaraman says GIFT IFSC is poised for its next growth phase as global volatility eases, with plans to deepen bond markets and expand leasing

Gracy Chen, CEO, Bitget, in an email interview with Kumar Gaurav, said Bitcoin has historically been highly sensitive to liquidity cycles, noting that periods of volatility are not unusual

SB Seker, head of APAC at Binance, said the outlook of the crypto markets hinges on regulation, liquidity and market maturation

Axis Mutual Fund CIO R Sivakumar says stronger earnings growth, especially in large caps, is critical for reviving foreign investor interest in Indian equities

If India's growth story plays out over the next two decades, Vikas Saitja, MD & CEO at Shriram Wealth believes there is enough opportunity for more wealth management firms.

Market correction is largely over and valuations remain attractive, says Mirae Asset CIO Neelesh Surana, citing earnings recovery and India's strong macro outlook

Investors remain interested in India, but the AI theme is dominating global conversations, says Kulkarni