Market Interviews

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.

Global uncertainties remain the biggest driver of market sentiment despite healthy domestic indicators, says Bank of India Mutual Fund CIO Alok Singh

AI trade is unwinding from the inside. The largest hyperscalers are funding capex with debt at a scale that has turned free cash flows negative said Manish Bhandari, CEO at Vallum Capital.

Even if silver performs, we believe the weightage for gold could be higher in one's portfolio, said Manav Modi of MOFSL.

Valuation comfort is the greatest in large-caps and select midcaps right now, while small-caps deserve caution, said Neeraj Gaurh, director at Anand Rathi Share and Stock Brokers

On the broader market outlook, Ajit Mishra, SVP-Research of Religare Broking says the Nifty remains in consolidation mode, with key support at 23,600. On the upside, bullish pivot stands at 24,600.

BNP Paribas expects Indian equities to recover as earnings improve, with private banks, telecom and consumer staples favoured despite crude oil and geopolitical risks

Umeshkumar Mehta of SAMCO Mutual Fund has called for a review of overseas investment limits, saying this will allow Indian investors to play global themes such as AI, semiconductors and biotechnology.

We've also seen significant sector rotation over the past few weeks, making it difficult for fund managers to stay positioned across every segment, says B. Gopkumar, MD & CEO of Axis Mutual Fund.

Wealth creation opportunities exist across all the cohort of market and investors are recommended to adopt bottom-up stock specific approach, says Baldev Prakash, MD & CEO of SBICAP Securities.

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