Market Interviews

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

Angel One Group CEO Ambarish Kenghe discusses market volatility, India's long-term growth story, AI-led investing, retail participation, and tapping tier-2/3 cities for the next 100 mn investors

Earnings are the biggest lever for Indian markets to close the performance gap with the outperforming Asian peers, said Rahul Bhuskute CIO Bharti AXA

Jones George, executive director, Geojit Financial Services, said that an allocation of around 20% of total assets toward international equities can provide meaningful diversification benefits.

BofA's Candace Browning sees inflation, central bank policy, AI, and India's market outlook as the key forces shaping global investments

Capex revival, easing West Asia tensions and improving earnings could drive Indian markets towards fresh highs, says Bajaj Finserv AMC CIO

Earnings growth matters more than PE compression in long-term wealth creation, says DSP MF CIO

National Commodity and Derivatives Exchange launched India's first rainfall-based weather derivatives contract to help businesses hedge monsoon-related risks

UTI AMC's Ajay Tyagi expects mid- and small-cap stocks to underperform large caps as valuations stay elevated and earnings growth remains uncertain

At the moment, markets are driven far more by global developments than domestic factors, Shah said. The biggest concern globally, he feels, is energy supply and energy prices.

Radhakrishnan said a persistent supply shock accompanied by a weaker currency can negatively impact inflation and fiscal direction, given the likelihood of higher subsidy requirements

Kotak Institutional Equities CEO Pratik Gupta warns that high oil prices, AI disruption and monsoon uncertainty could cap gains in Indian equities

Upstox CEO Ravi Kumar says retail investors are becoming more discerning and risk-aware, with trading behaviour shifting from momentum-driven bets to more disciplined strategies

India Inc's Q4FY26 earnings have largely met expectations, supported by steady demand trends. However, rising commodity prices and geopolitical risks could pressure margins in coming quarters.

Near-term earnings may face pressure from geopolitical tensions, but improved valuations and strong fundamentals keep India's long-term market outlook intact

Data has shown that on falling market days, retail investors were net buyers, and on rising days, they were net sellers. So, the idea that they are always disadvantaged is a misnomer, Kumar said.

The long-term story as regards India -demographics, reforms, digitalization, and improving efficiency- remains intact, Powell said.