Market Interviews

PGIM India's Aniruddha Naha says easing macro headwinds, reasonable valuations and resilient earnings have improved the risk-reward for equities

INDmoney CEO says logins and trades need multi-factor verification and that investor accounts are held in GIFT City, after unauthorised stock liquidations at Stockal

Investors with a long-term horizon could deploy around 40-50 per cent of their intended allocation upfront, said Siddhartha Khemka.

Nischal Shetty, founder, WazirX said that for Bitcoin, $90,000 is a recovery reference and $100,000 remains a possible upside outcome if sustained spot buying and ETF demand continue.

Ajay Khandelwal says valuations have moderated and earnings remain resilient, with manufacturing, pharma, healthcare and capital markets among his preferred sectors

The drugmaker plans to deploy ₹500 crore for another acquisition within 12 months as it targets 25 per cent annual growth in its API business over the next five years

Baldev Prakash of SBI Securities expects markets to gain 5-8% in the near term if headwinds ease, while large caps could deliver 12% CAGR over the next 3-5 years.

Sustainable growth of IPO market will depend on issuer quality and the returns delivered to investors over time, said Pantomath Capital's MD & CEO - investment banking Kamraj Negi.

You can borrow knowledge from others, develop courage, but patience is something that comes from within, said Vijay Kedia.

"Having choices is what puts you truly in control. Once you have that, you realise you're truly rich," said Ankur Warikoo.

Shriram Wealth's Vikas Satija says long-term investors should not fear market volatility, while AI will reshape wealth management without replacing relationship managers.

At Business Standard BFSI Insight Summit 2026's Smart Arena segment, content creator & financial educator Neha Nagar told Puneet Wadhwa that a corpus of ₹3 crore is enough for financial independence.

S Bharath says elevated oil prices could pressure inflation, corporate margins, but resilient earnings and private capex support the long-term case for broader market outperformance

Earnings of small-cap companies in the current financial year (FY27) may grow at a 30 per cent rate compared to the mid-teens for large caps, said Mayur Patel of 360 ONE Asset.

After a sharp run-up, valuations in parts of the SMID segment already factor in several years of strong growth, cautioned Venugopal Manghat, CIO at HSBC Mutual Fund.

Foreign investors, Faber said, will reduce their exposure to markets around the world. "That is one reason I am reasonably positive about the US dollar," he added.

Manish Jain, Deputy CEO of Choice AMC has said that mutual fund inflows are not sufficient to lift the market alone. He added that domestic money sets the floor only, and not the ceiling.

Sushant Bhansali, chief executive officer of Ambit Asset Management discusses where the value is and how he runs a microcap book

The key issue is that high-growth mid/small-caps are stretched on valuation right now, while rest of the market appears relatively cheap, said Bharti AXA Life Insurance's CIO Rahul Bhuskute

Mahindra Manulife MF's Krishna Sangahvi says largecap valuations look attractive, but cautious domestic investors and uncertain foreign flows remain key challenges.