Market Interviews

Investors unlikely to make much money in India next year: Marc Faber

Investors should diversify, as we don't know what the world will look like in five years. Markets valuations are sky-high, but the economic reality for ordinary people is not good, Faber said.

EM equities, and India especially, on the back foot: Praveen Jagwani

The MSCI India Index has lagged broader EM by nearly 15 percentage points in 2025 - the widest gap since 2011

A large part of India's capital needs to be met via GIFT City: Ifsca Chair

K Rajaraman, chairman of the IFSCA, outlines how the IFSC is emerging as a hub for India Inc's foreign-currency needs

Next decade will unlock growth in retail investing: Angel One CMD Thakkar

Angel One CMD Dinesh Thakkar outlines how the company reached the No 3 spot in active clients, the structural changes shaping India's broking landscape, and why he foresees another wave of growth

AI stocks may correct, but a 2000-style crash unlikely: Vincent Nichols

While it is a crowded trade, ironically, we aren't seeing much new money flowing into it recently, says Vincent Nichols, investment specialist, US and thematic equity, at BNP Paribas Asset Management

Indian stock markets may see double-digit gains in 2026: Riddhiman Jain

With earnings expected to revive and valuations becoming more reasonable, the groundwork for the next upcycle is in place, said Riddhiman Jain of Waterfield Advisors

Q2 earnings reinforce confidence in growth revival, says Nimesh Chandan

Debt-to-GDP ratios in many countries are quite high, which could put pressure on bond markets, says Chandan

Execution, not valuation, is real risk in smallcaps: Equitree's Bharaddia

India's small and midcap profit pools are expanding faster than large-caps, driven by the manufacturing, capital goods, and infrastructure upcycle

The market is more likely to melt up than melt down: Stephen Dover

Monetary easing, strong earnings, and capital investment will drive markets higher, with India and other emerging markets set to benefit, says Dover

An IPO's on the table for near future: Equirus Group MD Ajay Garg

India is entering a sustained public-market boom - with rising entrepreneurial listings, deeper capital access, and a robust long-term outlook, says Garg

Investor awareness becomes more important than ever: Ananth Narayan G

Outgoing Sebi member Ananth Narayan reflects on his tenure, calls for greater practitioner participation in regulation, and explains the fine balance between reform and overreach

FPIs believe in India's long-term growth story: Sebi Chairman Pandey

Sebi chief outlines reforms in IPOs, F&O, and cybersecurity, stressing trust, technology, and calibrated regulation over new powers

India a boring market in 2025; Nifty to rise 15% on earnings: Mark Matthews

Mark Matthews says that India is the only essential emerging market for global portfolios. India's two big strengths, he believes, are its demographics and 'Jugaad' - the 'can-do' spirit

'India has a can-do spirit': Julius Baer's Mark Matthews at BS BFSI Summit

At the Business Standard BFSI Insight Summit 2025, Julius Baer's Mark Matthews said India's resilience, demographics and 'can-do' spirit keep it a standout in emerging markets

India in sweet spot, has tailwinds to deliver alpha returns: HSBC MF CEO

India's bull run is expected to sustain in Samvat 2082 driven by earnings, consumption, and industrialisation, said Kailash Kulkarni,CEO, HSBC MF

2025 may push IPO totals near or above 2024's record: Amit Ramchandani

With mega IPOs from Lenskart and Groww ahead, India's record ₹1.6 trillion fundraising looks set to be topped, says Ramchandani

Yields unlikely to drop sharply; favour short-to-medium bonds: Avnish Jain

25-bps rate cut by December looks likely, but RBI's neutral stance and global uncertainties mean yields may not fall sharply, says Jain

There is renewed confidence in India story: JSW Steel CEO Jayant Acharya

CEO Jayant Acharya says domestic demand remains firm, expects steel prices to recover and safeguard measures to strengthen as imports rise

Infra, EV, rare earths to gain from govt push in Samvat 2082: Deepak Shenoy

Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said

Money market, PSU debt funds among best bets for investors: Marzban Irani

With headline inflation close to 2 per cent and a growth trajectory going south after Q2FY26, we expect interest rates to remain lower for longer, Irani said