Page 10 - Market Interviews

India's high growth will help soften LTCG blow: Invesco MF's Taher Badshah

Badshah says that the hike in capital gains taxation is an adverse development, but given the high growth trajectory of domestic equities, it shouldn't be a major worry

Main focus of foreign investors will be on capital gains tax: Mark Matthews

"There were indeed no big-bang announcements, but on the other hand I don't think the market was expecting any"

Capital spending on infrastructure will once again be in focus: Rahul Singh

SMID stocks over 50-60%? Time to rethink and trim down

'Tax relief for the middle class will be a big positive for the markets'

Nifty is comfortably trading at 15-year average PE of 19.2x. As long as valuations are not frothy in large caps, there's not much to worry about, said Siddharth Vora of Prabhudas Lilladher

Negative surprise on fiscal deficit unlikely in Budget: Nippon India MF CIO

The current government, right from 2014, has shown an inclination to maintain fiscal discipline, he says

Budget may give more importance to populist measures: Nischal Maheshwari

Valuations are reasonable and the outlook is improving in IT, BFSI and FMCG. Defence, engineering and power are clearly overpriced and some profits can be taken, Nischal Maheshwari of Centrum said

See a possibility of Nifty hitting 28K this year: YES Securities India ED

Ambani says that given the government's robust revenue position, there won't be any disruptive tax measures in the upcoming Budget

Never late to the party with growth's long runway: Gautam Chhaochharia

Chhaochharia discusses factors impacting the markets and the economy

'Domestic flows will sustain, but will not rise meaningfully from here'

The pockets of the market in which excess exuberance can be seen will undergo a reality check of earnings and valuations, said Gautam Sinha Roy of ICICI Pru Life Insurance

Govt unlikely to choose fiscal profligacy: Elara Capital CEO Raj Bhatt

Bhatt says India stands out globally because of its financial discipline

Small investors should avoid getting into derivatives: NSE MD & CEO

NSE's MD & CEO suggests proposed rules will prevent potential malpractices by ensuring that only sufficiently liquid companies are included in the F&O segment

Investors have matured, bear market not a major worry for MFs: DP Singh

Singh says the assets under management (AUM) can touch Rs 20-trillion in the next five years if the market remains supportive

Considerable uncertainty persists in US economic outlook: Candace Browning

Browning elaborates on the implications of US growth for financial markets

'Institutional investors not tracking whether NDA will cross 400+ seats'

Lok Sabha elections: Stability and continuity of the reform and growth-led agenda of the NDA government is what markets want

Expecting daily positive moves in stock market is unreasonable: Parekh

Valuations are high in companies in defense, railways, engineering, new energy, and the power sectors, Parekh of DSP Mutual Fund said in an exclusive interview

Fewer BJP seats than 2019 will disappoint the market, says Mukul Kochhar

Kochhar explains that securing fewer than 303 seats would suggest the BJP has possibly peaked

Market assumes easy re-election for incumbent govt, says Pratik Gupta

Gupta highlights that Indian markets are currently displaying signs of being relatively expensive, cautioning investors, particularly in the smallcap space

Everything has come together at the right time: BSE MD & CEO Ramamurthy

'Nobody expected the elephant to dance. People had doubts, but I didn't have any doubts. I also didn't expect it (turnaround) to be so fast.'

Vacuum for Indian MSMEs seeking growth finance: Nishu Malhotra, ADM Capital

In India, shift to private credit, Nishu said, started before the Covid era, driven by regulatory reforms including the Insolvency and Bankruptcy code, Real Estate Regulatory Authority (RERA) Act etc.

Is the broking and the wealth management industry ripe for a consolidation?

Anand Rathi, founder and chairman of Anand Rathi group shares his views on the outlook for the Indian stock market, broking, wealth management industry and strategies ahead of Lok Sabha poll outcome