Market Interviews

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.

BofA's Candace Browning sees inflation, central bank policy, AI, and India's market outlook as the key forces shaping global investments

Capex revival, easing West Asia tensions and improving earnings could drive Indian markets towards fresh highs, says Bajaj Finserv AMC CIO

Earnings growth matters more than PE compression in long-term wealth creation, says DSP MF CIO

National Commodity and Derivatives Exchange launched India's first rainfall-based weather derivatives contract to help businesses hedge monsoon-related risks

Ramamurthy discusses rising retail and institutional participation, upcoming derivatives launches, regulatory concerns around retail trading, and the sustainability of growth in the segment

UTI AMC's Ajay Tyagi expects mid- and small-cap stocks to underperform large caps as valuations stay elevated and earnings growth remains uncertain

At the moment, markets are driven far more by global developments than domestic factors, Shah said. The biggest concern globally, he feels, is energy supply and energy prices.

Radhakrishnan said a persistent supply shock accompanied by a weaker currency can negatively impact inflation and fiscal direction, given the likelihood of higher subsidy requirements

In the centenary year marking the inception of Bajaj Group as a business house in Mumbai, Chairman Shekhar Bajaj speaks about the journey and the road ahead for Bajaj Electricals