In an email interview, Yogesh Kalwani says he prefers a mix of largecaps and select mid- and smallcap names, with sector tilts towards BFSI and healthcare
Investors should diversify, as we don't know what the world will look like in five years. Markets valuations are sky-high, but the economic reality for ordinary people is not good, Faber said.
Angel One CMD Dinesh Thakkar outlines how the company reached the No 3 spot in active clients, the structural changes shaping India's broking landscape, and why he foresees another wave of growth
While it is a crowded trade, ironically, we aren't seeing much new money flowing into it recently, says Vincent Nichols, investment specialist, US and thematic equity, at BNP Paribas Asset Management
With earnings expected to revive and valuations becoming more reasonable, the groundwork for the next upcycle is in place, said Riddhiman Jain of Waterfield Advisors
As the global artificial intelligence (AI)-led trade moderates due to rich valuations, India will re-emerge as one of the most attractive growth markets in a slowing global environment, Karwa said
India is entering a sustained public-market boom - with rising entrepreneurial listings, deeper capital access, and a robust long-term outlook, says Garg
Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said
Nitin Bhasin of Ambit Institutional Equities expects consolidation in Indian equities through Samvat 2082 amid earnings normalisation and rising risks.
With headline inflation close to 2 per cent and a growth trajectory going south after Q2FY26, we expect interest rates to remain lower for longer, Irani said
