Market Interviews

Oil prices, Rogers said, could definitely cross $100 a barrel again, especially if the geopolitical developments continue.

Agarwal outlines why the next cycle will reward quality over quantity and which sectors are best placed to attract capital

AI adoption is reshaping cost structures, leading to shorter project timelines and thereby layoffs in low-skill roles, said Geojit's Vinod Nair

In India, equities are often a long-term wealth creation product and flows typically normalise once volatility stabilises, Upadhyaya said.

Q3FY26 marked a good cyclical improvement in growth, though it may need one or two quarters to call it a decisive earnings inflection, said Vora

Sunny Agarwal of SBI Securities said that going ahead, the financial services sector will lead, which includes banks, both public sector (PSU) and private

Globally, investor sentiment has shifted to extreme fear, leading to reduced risk appetite and capital rotation into safer assets such as precious metals, says Gracy Chen, CEO, Bitget

ICICI Securities' Pankaj Pandey says markets may need time to adjust to the new STT regime but sees strong FY27 earnings and midcap outperformance

India, to truly excel in Web3, Sumit Gupta of CoinDCX said, must move beyond reactive policies and craft regulations that foster innovation, protect consumers, address risks, and provide clarity

The next phase of returns in Indian equities will be increasingly driven by companies demonstrating strong earnings visibility, says Sandeep Neema of PL Capital

After prolonged underperformance, India is regaining appeal among emerging markets as trade overhangs ease, foreign inflows return, and earnings show early signs of recovery

The reduction in US tariffs and the interim trade deal framework are set to significantly boost India's export competitiveness, said Subhash C. Aggarwal

FY27 earnings growth could be broader, with mid and smallcaps leading the upside, while AI fears around IT stocks are overdone, says Centrum Broking's Jignesh Desai

The dollar, said Aditya Bhave, senior US economist at BofA Global Research, will most likely remain the world's reserve currency.

Bhasin says valuations of SMIDs relative to largecaps are still expensive and need to converge

Indian equities may stay range-bound unless earnings revive or valuations turn more attractive, says UBS, noting moderation in FPI selling but limited near-term upside

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

The key message from the Budget is clear: fiscal consolidation will continue alongside growth, supported by responsible financial management

Axis MF CIO Ashish Gupta says global markets are defying old correlations, while India lags for now but looks better placed in 2026 on earnings and valuations

From a purely market standpoint, India-EU trade deal is a positive step and clearly in the right direction, Shah said