Page 11 - Market Interviews

The best investment opportunity remains in India: Venugopal Manghat

Manghat tells that they have increased cash positions across most of their schemes over the past few months

Next big mkt surprise likely to be upward: Investec India's Mukul Kochhar

Kochhar says the most reliable investment approach centres around selecting mispriced stocks and holding them for the long term

Earnings growth, reversal in FPI flows crucial to mkt recovery: Bhandwaldar

Valuations are now more palatable compared to where they were 6-12 months ago, Shridatta Bhandwaldar, head of equities, Canara Robeco asset management company (AMC) said

Next 1-2 quarters' earnings key for FIIs' view of India: Akash Hariani

Forgotten asset classes like fixed income are being talked about, along with hybrid funds and offshore funds exposure from a diversification perspective

No redemptions in our small, midcap schemes: Rahul Agarwal, Bandhan AMC

Stock Market News: Investors have shown maturity till now and have continued to put faith in equities' long term potential

India is where smart money should be: Mirae Asset Global Investments

Kim says that even as short-term investor interest has shifted towards AI and tech stocks in the US and China, India remains an attractive long-term opportunity for global investors

I don't think it is time to start buying Indian stocks: Louis-Vincent Gave

The recent correction in Indian markets has been significant, but it's important to put it in perspective

Another 10-15% correction in mid, smallcaps is possible: Siddharth Vora

Stock Market Today: The Indian stock markets will remain range-bound in 2025 with a mild positive bias towards large-caps

It appears 2025 will be a tough year for the market: Samco's Jimeet Modi

Modi tells that FPIs are expected to stay away from Indian markets until expensive Indian equities become attractive to them

From FPI standpoint, India easiest market to sell: Herald Van Der Linde

Says investors should focus on sectors and stories that could benefit from the current macroeconomic environment

Pickup in consumption, capex key to earnings revival: ICICI Pru MF ED & CIO

Naren says investors should take a hybrid approach to navigate global uncertainties

Correction opens upside despite earnings cuts: Franklin's Rengaraju

Janakiraman discusses how easing valuations has opened up bottom-up opportunities across various market capitalisations (mcaps)

Ulips will grow as Indians have faith in stock mkts: PolicyBazaar.com CEO

Singh spoke about the major trends that dominated the insurance space in 2024 and the trends to look forward to in the new year

Market will likely take its cue from the Budget, says Samco Group CEO

Geopolitical tensions, such as the Russia-Ukraine conflict, will continue to impact global markets

We want to grow better than industry, mindful of biz quality: Naveen Jha

Health and motor insurance will continue to be our two most important segments

Shift to 12-13% growth will create a selective market: Vinit Sambre

Says caution is warranted for segments with stretched valuations and peaking business cycles, such as engineering and capital goods or automotive

Equities to see muted returns in 2025, Gold a better bet: Sandip Raichura

Stock Market Outlook: Volatility may remain high over the medium-term and it is difficult to gauge market trajectory at this point, said Sandip Raichura of PL Capital

The market is irrational right now: ICICI Prudential AMC's Anish Tawakley

Tawakley talks about his hits and misses in 2024 as a fund manager, and the opportunities and key risks for the markets in the year ahead

Indian equity market has more room to correct: Manishi Raychaudhuri

Says that geopolitics will be the most important driver of financial markets in 2025

During downturns quality stocks truly survive, thrive: Saahil Murarka

He tells that it may not be the wrong strategy to invest when the markets are at a high