Page 12 - Market Interviews
Earnings downgrades widespread and more expected, says Andrew Holland
Holland says that flows - especially passive - will favour the US and developed markets over emerging markets
 "Earnings downgrades widespread and more expected, says Andrew Holland")
FII flows will return to normalcy in medium-term, says Mihir Vora, TRUST MF
Foreign institutional investors are selling equities across the world, not just India, said Mihir Vora, CIO, TRUST Mutual Fund, in an email interaction with Business Standard
 "FII flows will return to normalcy in medium-term, says Mihir Vora, TRUST MF")
Midcaps often misunderstood as being too risky, says Neelesh Surana
Surana shares his insights on navigating uncertain market conditions
 "Midcaps often misunderstood as being too risky, says Neelesh Surana")
Aim for 60-40 ratio, where 40% is green, rest is fossil by 2032: NTPC CMD
He discussed capacity expansion plans and how the company would balance presence between fossil and green sources of power
 "Aim for 60-40 ratio, where 40% is green, rest is fossil by 2032: NTPC CMD")
More investor education about REITs is needed: Certus Capital founder
He talks about the sector's prospects, including the performance of real estate investment trusts (REITs) and the country's real estate debt investment market
 "More investor education about REITs is needed: Certus Capital founder")
FY25 as weak-earnings year is gradually getting priced in: Chhaochharia
Chhaochharia highlighted that FY25's weak earnings growth is now being factored into market expectations
 "FY25 as weak-earnings year is gradually getting priced in: Chhaochharia")
Market volatility partly driven by structural changes, says Ben Powell
Powell shares his insights on the US economy, the Federal Reserve's (Fed's) decisions, and the broader global economic outlook
 "Market volatility partly driven by structural changes, says Ben Powell")
BS BFSI Summit: MF CIOs flag market risks, stress need for diversification
BS BFSI Summit: Certain pockets may present risks, but the broader market is not in bubble territory, say leading mutual fund CIOs. They also highlight the need for diversified investment portfolios
 "BS BFSI Summit: MF CIOs flag market risks, stress need for diversification")
Nifty may consolidate between 22,000 and 26,000, says Rahul Arora
Rahul Arora, CEO for institutional equities at Nirmal Bang, tells that, with earnings disappointments in India, foreign flows may not return immediately
 "Nifty may consolidate between 22,000 and 26,000, says Rahul Arora")
Moderate rally in Samvat 2081; DIIs key drivers, says Jignesh Desai
Jignesh shares his outlook on the midcap and smallcap rally, which he expects to persist over the next two to three years, albeit with intermittent corrections that could present buying opportunities
 "Moderate rally in Samvat 2081; DIIs key drivers, says Jignesh Desai")
'UBS underweight in Indian equities vs other EMs': Sunil Tirumalai
Within EMs, UBS prefers markets that have attractive fundamentals and valuations, says Sunil
 "'UBS underweight in Indian equities vs other EMs': Sunil Tirumalai")
50 bps cut in interest rate likely by March 2025: Axis Mutual Fund
In an interview with Abhishek Kumar in Mumbai, Shah says this view may not hold true if commodity prices go up sharply
 "50 bps cut in interest rate likely by March 2025: Axis Mutual Fund")
Don't mistake recent pullback in equities for a bear market: Vinit Sambre
As India Inc prepares to unveil its financial performance for the September 2024 (Q2-FY25) quarter, market movement going ahead will likely depend primarily on earnings growth, said Vinit Sambre
 "Don't mistake recent pullback in equities for a bear market: Vinit Sambre")
A Nifty pullback needs to be taken in stride, says Sharekhan's Gaurav Dua
Earnings in the banking sector are expected to moderate due to pressure on margins and potential elevated slippages in the unsecured loan book, he says
 "A Nifty pullback needs to be taken in stride, says Sharekhan's Gaurav Dua")
Time to think contrarian in market; pick quality over value: Nimesh Chandan
Investors are switching to sectors with strong earnings visibility. We have changed our portfolio towards high allocation to large-cap, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management
 "Time to think contrarian in market; pick quality over value: Nimesh Chandan")
Role models like Rakesh Jhunjhunwala inspire new investors: Hiren Ved
Now, the focus has shifted from creating investor intent through education to enabling easy execution via digital channels
 "Role models like Rakesh Jhunjhunwala inspire new investors: Hiren Ved")
Investors must temper return hopes after stellar equity run: Jaipuria
He shares that his focus remains on finding companies that fit their 'U's' philosophy - undervalued, underowned, and undiscovered
 "Investors must temper return hopes after stellar equity run: Jaipuria")
India's one of the most crowded trades for FIIs, says Sandeep Bhatia
There is a notable shift in global perception of India, Sandeep Bhatia said, as it is now seen as a rising star, reflecting growing international admiration
 "India's one of the most crowded trades for FIIs, says Sandeep Bhatia")
Tactically cautious on India, Fed rate cut quantum a surprise: Chris Wood
If the US Federal Reserve (US Fed) rate cut is combined with a weaker dollar then the EMs (ex-China) should do well
 "Tactically cautious on India, Fed rate cut quantum a surprise: Chris Wood")
Largecaps appear reasonably valued: Capitalmind CEO Deepak Shenoy
Shenoy discusses how domestic-focused sectors like manufacturing, defence, railways, domestic consumption, and infrastructure are ready for long-term growth
 "Largecaps appear reasonably valued: Capitalmind CEO Deepak Shenoy")