Market Interviews

Over the next 12 months, the Nifty is likely to remain within a fairly narrow range - perhaps it can be plus or minus 5 per cent from the current levels, Bhasin said.

From a bottom-up perspective, there are more opportunities across the market given the challenging period that the market and economy have been through over the past two years, said Vetri Subramaniam.

Andrade says rising valuations and macroeconomic (macro) headwinds are narrowing the opportunity set in the equity market

NSE is conservative in accounting for capital expenditure because much of its investment is in manpower and software, which is expensed rather than capitalised, says Ashishkumar Chauhan

Raamdeo Agrawal, cofounder and chairman of Motilal Oswal Financial Services talks about how reforms changed the equity culture in India

Hindi and regional-language content, digital access and rising financial awareness can help mutual funds deepen their reach beyond major cities

With clear signs of an FY27 earnings revival, a stable INR and an anticipated dovish Fed, make case for an attractive FII entry point, said Anuj Kapoor of JM Financial.

We remain constructive on the financial sector, particularly on high-quality private sector banks, said Shreyash Devalkar of Axis MF.

Harshad Patwardhan says prolonged high oil prices remain a key risk, while investors under-exposed to equities should consider gradually increasing exposure through a 6-12 month STP

Speciality Restaurants' Anjan Chatterjee on liberalisation, scaling brands, competition and the challenges confronting India's restaurant industry

Over a five- or 10-year view, if I were an Indian mutual fund investor, it makes sense to allocate half of your inflows into small- and mid-cap funds, Wood said.

We find the large-cap segment to be the most fairly priced compared to mid and small caps at the broad level, says Ashwini Shami of OmniScience Capital.

Fed expected to hike rate and RBI's recent minutes suggesting a likely start to rate hike cycle, could pave the way for yields to increase, said Elara Securities.

Anand James, Chief Market Strategist at Geojit Investments says incorporating the CAS market action into the final analysis makes chart reading more interesting and nuanced.

India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence

Markets are cyclical and therefore will give you outsized returns in one year and undersized returns in another year. It's never always the same.

SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.

A rate hike expectation should have taken the valuation below its historical average, as the earnings growth for the Nifty 50 has been below the historical average, says Khemka.

The passive fund could account for 30 per cent of the total mutual fund industry, said Anil Ghelani, Head of Passive Investments & Products, DSP Mutual Fund

The slowdown in NFOs is more to do with the product suite being complete rather than concerns on the market's trajectory, Setalvad said.