Market Interviews

Sustained earnings growth key to equity upside, says Rahul Singh

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

Indian markets are not fragile; tepid Q1 earnings priced in: Radhika Gupta

Markets are either portrayed as unstoppable or extremely fragile, whereas the truth generally lies somewhere in between, says Radhika Gupta of Edelweiss Mutual Fund.

Mid, smallcaps rally justified; largecap fortunes hinge on FIIs: Mihir Vora

Vora says the market recovery is still in its early stages, with valuations remaining supportive

Worst is over for crude oil prices for now: Jim Burkhard, S&P Global Energy

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 sees 20% fall in Indian markets, prefers to stay in cash

Marc Faber, editor and publisher of 'The Gloom, Boom & Doom Report', says that his advice is to stay in cash and bonds for now

Next mkt upcycle to be earnings-led, not valuation-driven: Anand Shah

ICICI Prudential AMC's Anand Shah sees manufacturing-led mid and smallcaps sustaining outperformance as earnings growth supports valuations

We expect solid growth once global tumult settles, says IFSCA chief

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

Bitcoin fall seen as liquidity cycle, not structural shift: Bitget CEO

Gracy Chen, CEO, Bitget, in an email interview with Kumar Gaurav, said Bitcoin has historically been highly sensitive to liquidity cycles, noting that periods of volatility are not unusual

Crypto outlook tied to regulation, liquidity, maturation: SB Seker, Binance

SB Seker, head of APAC at Binance, said the outlook of the crypto markets hinges on regulation, liquidity and market maturation

Money flows to growth; India a growth, not value, market, says Axis MF CIO

Axis Mutual Fund CIO R Sivakumar says stronger earnings growth, especially in large caps, is critical for reviving foreign investor interest in Indian equities

'Retail investors not in panic mode despite geopolitical uncertainty'

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.

Valuations offer meaningful room for re-rating: Mirae Asset MF CIO

Market correction is largely over and valuations remain attractive, says Mirae Asset CIO Neelesh Surana, citing earnings recovery and India's strong macro outlook

Foreign outflows meaningful, but not overwhelming: Citi's Kaustubh Kulkarni

Investors remain interested in India, but the AI theme is dominating global conversations, says Kulkarni

Tier-2, 3 cities to deepen retail investing ecosystem: Angel One Group CEO

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

India's catch-up with Asia mkts hinges on earnings delivery: Bharti AXA CIO

Earnings are the biggest lever for Indian markets to close the performance gap with the outperforming Asian peers, said Rahul Bhuskute CIO Bharti AXA

'Downside risks are rising; allocate 20% to global markets to diversify'

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.

Global investors still under-allocated to emerging mkts: Candace Browning

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

Pvt capex revival, US-Iran truce key to next market upmove: Nimesh Chandan

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 valuation multiple: Anish Tawakley

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

We still lack a robust climate risk hedging tool, says NCDEX chief

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