Market Interviews

S Bharath says elevated oil prices could pressure inflation, corporate margins, but resilient earnings and private capex support the long-term case for broader market outperformance

Earnings of small-cap companies in the current financial year (FY27) may grow at a 30 per cent rate compared to the mid-teens for large caps, said Mayur Patel of 360 ONE Asset.

After a sharp run-up, valuations in parts of the SMID segment already factor in several years of strong growth, cautioned Venugopal Manghat, CIO at HSBC Mutual Fund.

Company plans to double capacity to 2.1 million tonnes in 3-4 years, with expansion and rare-earth exploration underway

LTTS CFO Rajeev Gupta says AI-led deals accounted for half of the company's $203 mn large deal wins in Q2FY27, while sustainability and mobility growth support its outlook for a stronger second half

Foreign investors, Faber said, will reduce their exposure to markets around the world. "That is one reason I am reasonably positive about the US dollar," he added.

Jairam Sridharan says urban and semi-urban markets will drive H2 growth as the lender takes a measured approach to wholesale lending

Manish Jain, Deputy CEO of Choice AMC has said that mutual fund inflows are not sufficient to lift the market alone. He added that domestic money sets the floor only, and not the ceiling.

Sushant Bhansali, chief executive officer of Ambit Asset Management discusses where the value is and how he runs a microcap book

Brajesh Kumar Singh says treasury and forex income should improve, while the bank aims to raise ₹8,500 crore in capital this fiscal

Meesho's AI-powered Prism drives nearly 75% of orders, while its Chorus agent handles 62% of user queries as the e-commerce platform expands AI adoption across operations

The key issue is that high-growth mid/small-caps are stretched on valuation right now, while rest of the market appears relatively cheap, said Bharti AXA Life Insurance's CIO Rahul Bhuskute

Hughes India CEO Shivaji Chatterjee says its satcom and non-satcom businesses are now equal in size, while faster regulatory approvals could unlock growth in satellite connectivity.

He expects markets to go through a consolidation phase before a sustained recovery, advising investors to deploy money gradually over the next two to three quarters.

Swedish economist Daniel Waldenström argues that education, broader asset ownership and growth-led redistribution are key to tackling inequality

Foreign selling and a weak rupee add pressure, and domestic SIP flows cannot absorb everything indefinitely.

Ambareesh Baliga said he does not see a rate-easing cycle even if the West Asia situation is resolved. However, if the situation remains unresolved, he expects further rate hikes by the central bank.

Growing at over 50%, India overtakes Switzerland; brand plans more mono-brand boutiques in Tier-II cities

There is a meaningful risk that inflation and input costs become bigger concerns in Q2 than they were in Q1, said Dhananjay Sinha of Systematix Group.

Tiwari says a sustained rise in crude oil prices could have implications for inflation, the fiscal position and corporate margins, and could consequently weigh on the broader earnings outlook.