Page 11 - Market Interviews

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

Will the stock market fall ahead of Lok Sabha poll outcome on June 4?

A well-diversified portfolio and a long-term investment horizon remain the best strategy for navigating election-related volatility and achieving financial goals, said Abhijit Bhave of Equirus Wealth

Broking industry aims to double customer count in 2 years: Dhiraj Relli

Relli delves into the broking house's journey and highlights key trends in the broking industry

Nifty can hit 100,000; mid, smallcaps are a real pot of gold: Vikas Khemani

By 2035, India's market-cap can touch $18-20 trillion as compared to around $4 trillion right now, Vikas Khemani said in this interview.

India's deal-making activity unfazed by elections: BNP Paribas' Murugaiyan

Murugaiyan, who oversaw close to a dozen ECM deals in 2023, says large sell-downs by private equity (PE) firms show the depth of the domestic market

Intend to remain invested to fullest extent possible: CIO Janakiraman

Janakiraman suggests that while equity returns may trail underlying earnings growth, investors with a risk appetite should persevere with the systematic investing approach

EMs do well during coordinated global recoveries: Savita Subramanian

The US corporate sector has several advantages that have allowed companies to outperform many other global regions, Savita Subramanian, Head of US Equity & Quantitative Strategy, BofA Securities, said

We don't sense any significant nervousness among investors: Saion Mukherjee

Sticky inflation and delay in rate cuts by the US Federal Reserve can emerge as a concern for the markets

Stick to planned allocation, no asset class merits going overboard: Shanker

Shanker discusses how the wealth management firm is rebalancing client portfolios and scaling back small and midcap allocations to desired levels

There appear to be no US excesses for severe contraction: Bruce Phelps

In the US market, one major challenge is high rates on short-term deposits, standing at 5 per cent, a vast improvement from 0 per cent returns that investors endured for many, many years, Phelps said

'Markets started building NDA's win in general elections in December 2023'

Inauguration of Ram temple in Ayodhya, weakening of the opposition coalition, etc. had further cemented hopes for the same.

India's valuation premium justified, can sustain if not expand: Rahul Singh

Singh mentions that the only headwind for the market could emerge on the rural demand front