Page 10 - Market Interviews

'There is increased interest for algo products now among retail investors'

The broking, wealth management industry is likely to see a consolidation phase over the next 6 to 9 months, driven by challenging market conditions, said Ashok Jain of Arihant Capital

Indian stocks unlikely to give significant return in next 1-yr: Marc Faber

Faber finds countries like Indonesia, Thailand, and Malaysia more attractive than India right now.

Many investors are sitting on notional losses, says Nikhil Rungta of LIC MF

The recent moderation in SIP flows is largely a function of short-term sentiment, particularly in response to sharp corrections in small- and mid-cap segments, Rungta said

Where is Gautam Sinha Roy of ICICI Pru Life Insurance investing now?

As a strategy, we prefer domestic-focused sectors like BFSI, Consumption, Industrials, Healthcare, and Telecom, says Gautam Sinha Roy, equity & fund manager at ICICI Prudential Life Insurance.

Lump sum vs staggered approach: How to invest in the current markets?

While investors believe in India's long-term growth story and resilience amid global uncertainty, they see near-term risks around the direction of a global trade war, Kapoor said

We see India as a relatively bright spot: BlackRock Investment's Vivek Paul

Mid and smallcaps have seen frothy valuations come off the boil, creating scope for stock-specific opportunities amid market dislocations, Vivek Paul said

Nilesh Shah of Kotak AMC's market strategy as India, Pakistan war escalates

Shah suggests investors stick to the basics and focus on quality stocks that are available at reasonable valuations. Look at stocks with good float.

If macro conditions hold, IPOs will top 2024's record tally: Sunil Khaitan

'Issuers and investors recognise the need for balanced pricing rather than short-term gains,' says managing director and head of India Financing Group at Goldman Sachs

World won't shake off tariff tantrums soon: First Global's Devina Mehra

Mehra says that they remain overweight on Europe, China, and to an extent, India in their global funds, and have also increased their allocation to fixed income

Room for RBI to respond to global growth drag: Bandhan AMC's Choudhary

The weakening of the dollar reflects some unwinding of the so-called 'US exceptionalism' theme, which had attracted disproportionately large allocations to dollar assets over the years

Equity returns are in a phase of normalisation: Tata MF's Rahul Singh

Singh says that first-time investors should avoid chasing performance, focus on asset allocation, and stick to core diversified equity categories

India's attractiveness increased lately with recovery in GDP: Kunal Vora

The situation on tariffs is still evolving, but India is relatively well placed due to its low merchandise export dependence

FY26 could be a constructive year for FII flows: Pranav Haridasan, Axis Sec

Haridasan believes that the 90-day pause on the new US reciprocal tariffs provides temporary relief but does not eliminate the uncertainty

Revenue hit looms for all brokerages, says CJ George, CMD, Geojit Financial

George tells that the impact of tariffs on domestic corporates is expected to be limited, owing to the strong capital raised over the past three to four years

FY26 not promising for broking industry, degrowth real worry: Shripal Shah

The decline in volumes for cash and derivatives markets stems from distinct factors. The cash market has slowed mainly due to the broader market correction

I am sanguine IPO markets will take off soon: Tuhin Kanta Pandey

Pandey highlighted Sebi's efforts to engage with foreign portfolio investors and market participants to streamline compliance

Investors should reset return expectations: ICICI Pru AMC's Anand Shah

The tariff measures announced have the potential to weaken global trade and consumption, putting pressure on both margins and volumes for export-oriented manufacturers

What should mutual fund investors do amid the market crash? S Naren advises

The best time to invest is when panic grips markets and valuations are attractive. While there is fear in the market today, valuations haven't reached cheap levels yet, Naren of ICICI Pru MF said

Trump tariffs give India competitive edge in select sectors: Taher Badshah

At a granular level, with some sectors like pharmaceuticals kept out of purview for now, the overall impact on India is likely to be more indirect than direct

Corrections help adjust stretched equity valuations: Oisharya Das

Business sentiment has been impacted by global uncertainties and a minor macro slowdown in India