Market Interviews

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

Private credit is fast becoming a core funding source for India's mid-market firms, bridging gaps left by banks and bonds, says UTI Alternatives CEO Rohit Gulati

India's structural story (demographics, digitisation, manufacturing) is intact despite tactical noise, said Mehta

There has been significant representation to the government on Securities Transaction Tax (STT), and that remains something markets are watching closely

Valuations cap broad upside in 2026, with market returns increasingly driven by earnings growth in line with nominal GDP and selective stock-specific opportunities

A breakthrough in negotiations or clarity on tariff policy could lift sentiment, said Shreyash Devalkar, Head - Equity at Axis AMC

Indian equities outlook 2026: Trideep Bhattacharya of Edelweiss MF decodes geopolitical risks, Budget 2026 expectations, sector winners, consumption revival and portfolio strategy

Paharia points out that sectors like healthcare, telecom, consumer discretionary, and private banks and NBFCs appear attractive currently

BFSI stocks offer strong fundamentals and attractive valuations, says WhiteOak's Ramesh Mantri, as growth improves and equities look set for a 2025 comeback

As the Sensex turns 40, passive investing is reshaping India's markets, with indices emerging as the backbone of ETFs and low-cost investment products

As the Sensex turns 40, BSE MD Sundararaman Ramamurthy explains how the index mirrors India's journey from a closed economy to a global market powerhouse

WGC says fundamentals will keep gold strong in 2026 as India drafts a long-term gold policy, with rising wedding budgets, ETF demand and a push to privatise monetisation schemes

Steady SIP flows and rising retail participation anchor mutual fund growth in 2025, even as market sentiment tempers lumpsum investments and global risks cloud the outlook

Improving earnings visibility and fairer valuations could set the stage for a stronger 2026 for Indian equities, with financials and consumer discretionary stocks leading gains

The key uncertainty remains the currency, but if that stabilises and growth improves, India can deliver respectable returns, says Christopher Wood, global head of equity strategy at Jefferies.

Simultaneous fiscal and monetary tightening hurt growth and earnings, but momentum is returning, says Axis Bank's Neelkanth Mishra, signalling a possible market turnaround

The Indian market has delivered limited returns, with median performance for the NSE 500 turning negative, says Surana