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.
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.
Nikhil Khandelwal of Systematix Group, said that while immediate geopolitical shock has been priced in, the full macro impact, especially of higher crude, has not yet been fully reflected in earnings.
Equity, by its nature, Rashesh Shah, CMD, Edelweiss Financial Services believes, is not a one- or two-year asset class, it represents ownership in businesses that compound over a decade.
Markets had discounted the bad news with select pockets seeing a dip of over 15 per cent, which have recovered partially now, Arora of Helios Capital said.
Amid market turmoil, ASK Wealth's Rajesh Saluja urges investors to stay disciplined on asset allocation, avoid panic, and use staggered investing to navigate volatility
Geopolitical tensions, rising crude prices, and sustained FII outflows are reshaping the outlook for Indian equities. Mythili Balakrishnan shares views on market direction and investment strategy
Elevated oil prices and prolonged West Asia crisis may hit earnings, but staggered investing offers opportunity for long-term investors, says Nippon MF CIO
Selective IT services companies with strong digital portfolios, diversified clients, and disciplined cost structures could indeed present a contrarian opportunity, he said.
For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.
As markets navigate geopolitical uncertainty, investors are recalibrating their strategies. Harshad Patil, CIO at Tata AIA Life, outlines how he is positioning portfolios amid the Iran conflict
With deep digital penetration and a young, tech-savvy population, India, Seker believes, is a market unmatched globally for meaningful blockchain adoption and innovation
Retail investors remain resilient amid Iran war volatility, shifting towards index investing, diversification, and long-term strategies, says smallcase CEO.
Given that the last 18 months have been weak in terms of valuations, earnings and technical trends, the outlook for the next 18 months is becoming attractive, he said.
