Market Interviews

We find the large-cap segment to be the most fairly priced compared to mid and small caps at the broad level, says Ashwini Shami of OmniScience Capital.

Fed expected to hike rate and RBI's recent minutes suggesting a likely start to rate hike cycle, could pave the way for yields to increase, said Elara Securities.

Anand James, Chief Market Strategist at Geojit Investments says incorporating the CAS market action into the final analysis makes chart reading more interesting and nuanced.

India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence

Markets are cyclical and therefore will give you outsized returns in one year and undersized returns in another year. It's never always the same.

SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.

A rate hike expectation should have taken the valuation below its historical average, as the earnings growth for the Nifty 50 has been below the historical average, says Khemka.

The passive fund could account for 30 per cent of the total mutual fund industry, said Anil Ghelani, Head of Passive Investments & Products, DSP Mutual Fund

The slowdown in NFOs is more to do with the product suite being complete rather than concerns on the market's trajectory, Setalvad said.

Rajesh Palviya of Axis Direct believes that following the January peak of 26,373, Nifty's valuation premium over emerging markets narrowed significantly, establishing a healthier starting point for H2

When the system becomes more complicated, it can create barriers and discourage participation, says Jimeet Modi, founder and chief executive officer of Samco Group

Over a three-to-five-year horizon, Sachin Bajaj of Axis Max Life said that he favours businesses with hard-to-replicate assets, pricing power, credible management teams and strong governance.

With limited RoA levers left and a risk of credit costs normalising, we see limited room for further upside in PSU bank stocks, said Seshadri Sen of Emkay Global.

For FII flows to accelerate - lower crude oil prices, rupee stability and two consecutive quarters of earnings delivery without downgrades seem must, says Jignesh Desai of Centrum Broking.

"Sustained FII selling has hurt largecaps disproportionately because foreign investors typically have a higher allocation to these companies"

Q1 FY27 has surprised positively at the aggregate level: ex-OMCs, corporate earnings grew around 17 per cent YoY, led by BFSI, metals, technology and autos, said Vinit Bolinjkar.

The biggest opportunity for a fund house to differentiate itself lies in the strength of its investment philosophy, people, and processes, Chugh said.

Taher Badshah, president and chief investment officer at Invesco Mutual Fund says Manufacturing, industrial capacity and initiatives like PLI need to be expanded meaningfully

From a broader perspective, we continue to see value in areas like software where valuations remain reasonable relative to long-term growth potential, says Rajat Chandak.

It is best for the investors miss the India IT pack bus as we believe with the adoption of AI, our IT services companies' revenue models will have to undergo a reset, Irani said.