Market Interviews

Nischal Shetty, founder, WazirX said that for Bitcoin, $90,000 is a recovery reference and $100,000 remains a possible upside outcome if sustained spot buying and ETF demand continue.

Ajay Khandelwal says valuations have moderated and earnings remain resilient, with manufacturing, pharma, healthcare and capital markets among his preferred sectors

Baldev Prakash of SBI Securities expects markets to gain 5-8% in the near term if headwinds ease, while large caps could deliver 12% CAGR over the next 3-5 years.

Sustainable growth of IPO market will depend on issuer quality and the returns delivered to investors over time, said Pantomath Capital's MD & CEO - investment banking Kamraj Negi.

You can borrow knowledge from others, develop courage, but patience is something that comes from within, said Vijay Kedia.

"Having choices is what puts you truly in control. Once you have that, you realise you're truly rich," said Ankur Warikoo.

Shriram Wealth's Vikas Satija says long-term investors should not fear market volatility, while AI will reshape wealth management without replacing relationship managers.

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.