Market Interviews

he says that even a modest improvement in performance could trigger catch-up buying and support the next leg of the market rally

The oil market, Shah of Kotak AMC said, is signalling that supplies could get constrained again, which may lead to another increase in prices. All this will impact how equity markets play out.

Large-cap stocks offer attractive valuations, but a sustained recovery will depend on foreign investor inflows, earnings growth and avoiding excesses in low-quality small- and mid-caps

For a balanced portfolio, Shiv Gupta of Sanctum suggests holding around 40 per cent in equities, 25 per cent in debt, and 25 per cent in alternatives, including private equity, private debt, and gold

Rahul Singh of Tata Asset Management says easing geopolitical risks support equities, but sustained corporate earnings growth will be the key driver of the market's next rally

Markets are either portrayed as unstoppable or extremely fragile, whereas the truth generally lies somewhere in between, says Radhika Gupta of Edelweiss Mutual Fund.

Vora says the market recovery is still in its early stages, with valuations remaining supportive

Oil prices will remain volatile, but we expect Brent to move into the $80-$90 range, says Jim Burkhard, vice-president and head of research for oil markets, energy and mobility at S&P Global Energy.

Marc Faber, editor and publisher of 'The Gloom, Boom & Doom Report', says that his advice is to stay in cash and bonds for now

ICICI Prudential AMC's Anand Shah sees manufacturing-led mid and smallcaps sustaining outperformance as earnings growth supports valuations

K Rajaraman says GIFT IFSC is poised for its next growth phase as global volatility eases, with plans to deepen bond markets and expand leasing

In fact, a relief rally due to West Asia conflict resolution could provide foreign investors with another opportunity to reduce their exposure to India, Sharma said.

Axis Mutual Fund CIO R Sivakumar says stronger earnings growth, especially in large caps, is critical for reviving foreign investor interest in Indian equities

India remains relatively better positioned compared to many global economies as structural growth drivers remain firm, making the outlook constructive for long-term investors

If India's growth story plays out over the next two decades, Vikas Saitja, MD & CEO at Shriram Wealth believes there is enough opportunity for more wealth management firms.

Market correction is largely over and valuations remain attractive, says Mirae Asset CIO Neelesh Surana, citing earnings recovery and India's strong macro outlook

Investors remain interested in India, but the AI theme is dominating global conversations, says Kulkarni

Angel One Group CEO Ambarish Kenghe discusses market volatility, India's long-term growth story, AI-led investing, retail participation, and tapping tier-2/3 cities for the next 100 mn investors

Earnings are the biggest lever for Indian markets to close the performance gap with the outperforming Asian peers, said Rahul Bhuskute CIO Bharti AXA

Jones George, executive director, Geojit Financial Services, said that an allocation of around 20% of total assets toward international equities can provide meaningful diversification benefits.