Market Interviews

SMIDs to large-caps shift likely if earnings gap narrows: Bharti Axa CIO

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

Largecaps look ripe on valuations, but flows hold back: Krishna Sanghavi

Mahindra Manulife MF's Krishna Sangahvi says largecap valuations look attractive, but cautious domestic investors and uncertain foreign flows remain key challenges.

Defence, PSU stocks' rally leave little room for error: Master Portfolio MD

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

India's wind power capacity may cross 250 Gw by 2035: Suzlon's Girish Tanti

Suzlon's Girish Tanti expects rising demand to prompt a higher wind capacity target, with the sector on track for 100 GW by 2030 and grid bottlenecks likely to ease

Mkts post best 1-day gain in 2 months as easing crude prices lift sentiment

Crude below $100, earnings optimism, and oversold recovery lift sentiment

Tissot India growth a question of when, not if: Global CEO Sylvain Dolla

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

GDP growth data masks weak domestic value creation: Dhananjay Sinha

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.

India not exciting FIIs; headwinds not fully priced in: Nitin Bhasin of Ambit

Over the next 12 months, the Nifty is likely to remain within a fairly narrow range - perhaps it can be plus or minus 5 per cent from the current levels, Bhasin said.

'High US bond yield not a reason to be negative on Indian equities'

From a bottom-up perspective, there are more opportunities across the market given the challenging period that the market and economy have been through over the past two years, said Vetri Subramaniam.

NSE's next growth leg: New products, newer markets, more technology

NSE is conservative in accounting for capital expenditure because much of its investment is in manpower and software, which is expensed rather than capitalised, says Ashishkumar Chauhan

Fund performance in focus as Tata AMC looks to add AI investment talent

Tata AMC chief Anand Vardarajan says the fund house will strengthen its investment team, explore AI talent and launch products across passive funds, SIFs and GIFT City

Hindi-speaking regions emerging as MF's new 'growth engine': Vishal Kapoor

Hindi and regional-language content, digital access and rising financial awareness can help mutual funds deepen their reach beyond major cities

Large-caps, financials, IT: Axis MF's Devalkar on where he sees opportunity

We remain constructive on the financial sector, particularly on high-quality private sector banks, said Shreyash Devalkar of Axis MF.

Ease of doing business is not a consideration even today: Anjan Chatterjee

Speciality Restaurants' Anjan Chatterjee on liberalisation, scaling brands, competition and the challenges confronting India's restaurant industry

Active large-cap funds can outperform in next 3-5 years: Ashwini Shami

We find the large-cap segment to be the most fairly priced compared to mid and small caps at the broad level, says Ashwini Shami of OmniScience Capital.

'Higher bond yields are making the equity market more earnings sensitive'

Fed expected to hike rate and RBI's recent minutes suggesting a likely start to rate hike cycle, could pave the way for yields to increase, said Elara Securities.

PL group spots next capex wave in power, data centres, and renewables

India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence

Markets are cyclical; it's a good time to invest: Deepak Shenoy

Markets are cyclical and therefore will give you outsized returns in one year and undersized returns in another year. It's never always the same.

HDFC Bank's Puri legacy hard to match; India expensive mkt: Shankar Sharma

SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.

Largecaps merit a relook after prolonged underperformance: Harsha Upadhyaya

Kotak MF's Harsha Upadhyaya favours banking, manufacturing and healthcare, while remaining cautious on IT and advising investors against aggressive mid- and small-cap bets