Market Interviews

Global investors still under-allocated to emerging mkts: Candace Browning

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

Updated On: 31 May 2026 | 11:08 PM IST

Pvt capex revival, US-Iran truce key to next market upmove: Nimesh Chandan

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

Updated On: 28 May 2026 | 9:57 PM IST

Earnings growth matters more than valuation multiple: Anish Tawakley

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

Updated On: 24 May 2026 | 10:17 PM IST

We still lack a robust climate risk hedging tool, says NCDEX chief

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

Updated On: 20 May 2026 | 10:48 PM IST

The Thursday sweet spot behind BSE's derivatives push: MD & CEO Ramamurthy

Ramamurthy discusses rising retail and institutional participation, upcoming derivatives launches, regulatory concerns around retail trading, and the sustainability of growth in the segment

Updated On: 18 May 2026 | 10:18 PM IST

Markets at risk of further downside if oil prices stay elevated: Ajay Tyagi

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

Updated On: 17 May 2026 | 10:51 PM IST

PM Modi has held up a mirror to the country: Nilesh Shah, Kotak AMC

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.

Updated On: 12 May 2026 | 12:02 PM IST

Rate hike in CY26? Why SBI MF's Rajeev Radhakrishnan thinks tide could turn

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

Updated On: 12 May 2026 | 9:15 AM IST

Bajaj Electricals looks to close growth gap with FMEG peers from FY27

In the centenary year marking the inception of Bajaj Group as a business house in Mumbai, Chairman Shekhar Bajaj speaks about the journey and the road ahead for Bajaj Electricals

Updated On: 12 May 2026 | 12:05 AM IST

Don't expect more than a mid-to-high single digit return: KIE CEO Gupta

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

Updated On: 10 May 2026 | 10:26 PM IST

Retail trading is becoming more disciplined, says Upstox CEO Ravi Kumar

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

Updated On: 07 May 2026 | 7:07 PM IST

We used the March stock market crash to deploy funds: Kashyap Javeri

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.

Updated On: 05 May 2026 | 8:20 AM IST

Cutting Sensex, Nifty targets now is premature: Harendra Kumar, Elara Capital

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.

Updated On: 04 May 2026 | 6:10 AM IST

Remain structurally bullish on India despite headwinds: Ben Powell, BlackRock

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

Updated On: 29 Apr 2026 | 1:13 PM IST

'What investors should do now depends more on temperament than market view'

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

Updated On: 28 Apr 2026 | 7:21 AM IST

Equity investing in good shape and fashionable as ever: Saurabh Mukherjea

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.

Updated On: 27 Apr 2026 | 10:18 PM IST

Earnings, currency stability key to FY27 equity performance: Devalkar

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

Updated On: 27 Apr 2026 | 12:48 AM IST

I've turned bullish on the markets after a long time: Andrew Holland

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.

Updated On: 22 Apr 2026 | 7:06 PM IST

'Still expect double-digit earnings growth for Nifty 50 firms in FY27'

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

Updated On: 19 Apr 2026 | 11:35 PM IST

Mark Mobius was an icon, a brand in his own capacity, says Raamdeo Agrawal

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.

Updated On: 16 Apr 2026 | 11:10 PM IST