Page 13 - Market Interviews

Smallcap, midcap funds face risk of mean reversion: DSP MF MD & CEO

Data shows that markets may have mispriced the disinflationary trend that is gaining traction along with a stable demand and supply situation for government bonds, said Parekh

We're excited about equities in current economic scenario: Rahul Singh

Consumption slowdown is a concern, although profitability margins are being protected due to softness in input prices, said Singh

We want to be No. 1 in affordable housing by FY26: Ravi Subramanian

RAVI SUBRAMANIAN, managing director and chief executive officer, feels that the sector is in a sweet spot, and capital will not be a constraint for the better-run players

Two or three other indices may also include India: PNB Gilts MD & CEO

Goel said that there are two or three other indices that may also include India

Buying stocks today seems like a good idea: Julius Baer's Mark Matthews

We don't categorise markets in terms of developed versus emerging as much as we analyse individual markets with their unique attributes, said Matthews

Micro, macro and geopolitical factors favouring Indian markets: Ajay Saraf

Markets activity will be robust but be careful around large events, says the head of Investment Banking and Institutional Equity at ICICI Securities

We'll launch credit score for housing loans: IMGC CEO Mahesh Misra

'HDFC Bank has a very ambitious DNA; we expect this to translate into a higher appetite for market share'

We've always been sector- and market cap-agnostic: Enam AMC's Jiten Doshi

In a supply-starved economy, there is enough appetite for local as well as global capital, which is hungry for growth opportunities, said Doshi

I do not think it is time for investors to be fearful: First Global's Mehra

The risk of a large correction or a time to be fearful is when the market is far above the trend line, which is not the case currently, says Mehra

ESG is sensible; it means doing business the right way: Sankar Chakraborti

'The ESG concept is relatively new compared to conventional risk-management frameworks'

Retail trading volumes may bolster momentum: Centrum Broking's S Nayak

Centrum GalaxC will leverage Centrum Group's expertise in wealth management, insurance, and banking to provide schemes for wealth growth, management, savings, and security, said Nayak

'Bond yields could stay under pressure over the next 6 months'

The rupee could continue to see near-term volatility

We've favoured small caps since start of the year: CIO Invesco Mutual Fund

"India is currently experiencing a robust investment cycle that could persist for an extended period"

We are in a world of moderate returns: ICICI Prudential AMC's S Naren

'The biggest challenge is that investors are increasingly focusing on mid- and small-caps, where valuation is costly'

Expect a time, price correction over next few months: Jyotivardhan Jaipuria

'Returns in the market for 2023-24 (FY24) may have been front-ended, and a period of consolidation will be healthy for the markets'

Broking industry revenues could be healthy in FY24, says Dhiraj Relli

As trading volumes are likely to be firm, broking industry revenues could be healthy in fiscal 2023-24 (FY24), even as the yields may not have much further to fall

Focus on behavioural aspects to be our key differentiator: Nimesh Chandan

Megatrends investing strategy is suited for a flexicap fund as it selects companies that have strong growth potential based on the long-term changes in the businesses, says Nimesh Chandan

Resilience shown by economies surprised market: Nippon India MF's Tripathi

We can derive comfort from the fact that the real rates, across economies, are now mostly positive: Tripathi

Stock markets and economic growth have little correlation, says Mukherjea

Saurabh Mukherjea tells that regardless of what happens to the global economy, this post-pandemic stock market rally will continue

Expect India to outperform peers in 6 months: JM Financial's Vinay Jaising

Vinay Jaising tells that in case the US undergoes a strong recession, Indian markets can also fall or have a time-wise correction