Page 11 - Market Interviews

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

PSUs would likely outperform in the next 12 months: Manish Sonthalia

There is still great value in PSU banks, defense, oil marketing companies, and select monopolistic PSUs in the mining and minerals space

Smallcaps not in extreme bubble territory: IIFL Securities chairman & MD

Venkataraman observes that markets will also receive support from monetary easing globally

Moderation in earnings growth may weigh on equities this year: Vinit Sambre

Sambre says while equities may do well in the long-term, it would be prudent for investors to reassess their asset allocation and bring it in line with their risk profile

March Fed pivot ruled out, May rate cut less likely: Vikram Sahu

Sahu says the US elections and Fed pivot will benefit emerging markets (EMs) this year

'Investors should have balanced portfolio via flexicap, multicap funds'

Calendar 2024 will likely be a year of transitions. In 2023, the debate in the market was mostly around the completion of interest rate hike cycle, but this year it's about elections

Valuations elevated, but earnings growth provides comfort: Anish Tawakley

Tawakley expresses confidence in domestic cyclicals driving future performance

The next few months are likely to see increased volatility: Shiv Sehgal

Valuations of midcaps and smallcaps have reached very high levels, and hence to that extent leave little margin of safety, Sehgal said

In an election year, markets typically flourish, says Arbind Maheswari

Historically, the markets tend to perform well during election years as governments aim to increase spending and call attention to growth, he said

Commendable eschewal of populist schemes: Motilal Oswal Fin Services CEO

Oswal states that buoyant economic activity, declining input costs, and strong corporate earnings growth will keep sentiment positive