Market Interviews

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.

Markets are reasonable but not cheap: Kalpen Parekh of DSP Mutual Fund flags risks from geopolitics, flows, and inflation; urges disciplined investing

In developed markets, we are investing in defence & aerospace, power turbines & plant construction, the data center supply chain and in ultra-luxury consumption plays, Mukherjea said.

Valuations are now more balanced after the correction and advises investors to adopt a staggered approach to equity investing, says Devalkar

Andrew Holland, head - new asset class, Nippon India Asset Management in a Q&Q with Puneet Wadhwa says that the markets are assuming that the West Asia conflict won't be prolonged.

Harish Krishnan notes early signs of an earnings upcycle, with improving sales and operating trends across companies

Veteran investor Mark Mobius, who put emerging markets on the global map, has passed away-here's how Raamdeo Agrawal remembers him and the key lessons for investors.

Nikhil Khandelwal of Systematix Group, said that while immediate geopolitical shock has been priced in, the full macro impact, especially of higher crude, has not yet been fully reflected in earnings.

UBS flags elevated valuations as global investors stay cautious on India, favouring other EMs amid stronger AI-driven growth opportunities

Shah said any further market upside is likely to be earnings-led rather than driven by valuation expansion

Amid market turmoil, ASK Wealth's Rajesh Saluja urges investors to stay disciplined on asset allocation, avoid panic, and use staggered investing to navigate volatility

Geopolitical tensions, rising crude prices, and sustained FII outflows are reshaping the outlook for Indian equities. Mythili Balakrishnan shares views on market direction and investment strategy

Elevated oil prices and prolonged West Asia crisis may hit earnings, but staggered investing offers opportunity for long-term investors, says Nippon MF CIO

Selective IT services companies with strong digital portfolios, diversified clients, and disciplined cost structures could indeed present a contrarian opportunity, he said.

For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.

As markets navigate geopolitical uncertainty, investors are recalibrating their strategies. Harshad Patil, CIO at Tata AIA Life, outlines how he is positioning portfolios amid the Iran conflict

With deep digital penetration and a young, tech-savvy population, India, Seker believes, is a market unmatched globally for meaningful blockchain adoption and innovation

Lunawat says the current phase could reset valuations without derailing long-term capital formation

Retail investors remain resilient amid Iran war volatility, shifting towards index investing, diversification, and long-term strategies, says smallcase CEO.