Page 14 - Market Interviews

Markets are at starting point of a mid-to-long term bull run: Ajit Banerjee

The mid and small caps look a bit heated up from a near-term perspective. The earning yields of mid and small-cap stocks on a trailing 12-month basis are higher than that of largecaps

$5 bn sustainability loans can be linked with target: BofA's Subramaniam

Bengaluru is worst-affected city, even as it continues to top start-up fundraising

Been more surprised with the rise in global markets: Andrew Holland

"The markets may have run up recently, but we do not believe it to be an irrational exuberance bubble"

Small-cap deployment only a near-term problem: Shridatta Bhandwaldar

'From a near-term point of view, there is exuberance and that's leading to some challenges'

No question of taking money out of mkt: Aditya Birla Sun Life AMC MD & CEO

"Any rebalancing must not be done entirely out of the equity market but through a mix of exposure to equity and debt. It is prudent to look at it from the prism of an asset class mix"

As China's reopening euphoria fizzled out, India saw strong FPI flows

What is fuelling the strong overseas flows and fundamental factors supporting the market at the current levels? Kunal Vora, head, India equity research, BNP Paribas explains

Not the time to cash out of this market rally: Nirav Sheth of Emkay Global

India's macroeconomic fundamentals are resilient, with growth/inflation dynamics better than those of many developed markets

Investors should stay focused on staying invested: Kenneth Andrade

KENNETH ANDRADE, founder and chief investment officer, Old Bridge Capital Management (Old Bridge Capital), tells that equities will get their share of the investment pool

Markets have been over-optimistic in foreseeing rate cuts: Rahul Bhuskute

The biggest possible risk for Indian equities and for all asset classes globally is the possibility of delayed interest rate cuts by central banks globally, says Rahul Bhuskute, CIO, Bharti AXA Life

Active debt funds gain edge over passives as rates peak: Vikas Garg

Passive debt funds have played a critical role over the last couple of years by providing steady returns even in the backdrop of rising interest rates

Markets are pricing in some risks to growth: Julius Baer India's Kulkarni

India has emerged as a favourite destination for investors amid global developments, and the growth prospects here are catching the attention of many, says Unmesh Kulkarni, MD, Julius Baer India

Stay put in investment-worthy stocks for at least a year: Kisan R Choksey

Making money fast is not possible in the stock market; one needs to hold the stock/shares for at least a year,

MSP increase to impact CPI inflation by 10-12 basis points, says RBI

'Banks have been cautious. I think there is still some amount of liquidity sitting there', said Das

Indian markets can withstand a somewhat expensive multiple: Jonathan Garner

For foreign investors, there is a good opportunity to buy Japan, Korea and Taiwan in the Asian region, he said in this exclusive interview on the sidelines of the Morgan Stanley India Investment Forum

There is caution among retail investors, says Sharekhan's Gaurav Dua

The one-way rally in the broader market lasts for 17/18 months (on average) and is followed by a corrective phase of 18-24 months

Indian markets, economy more balanced now than a year ago: Chris Wood

'If there is any reason to change my holding in Adani group stocks, the Hindenburg report on the group is not the one'

Recovery in rural demand, festival season may ramp it up: Mrinal Singh

There are green shoots of recovery in rural demand, which is likely to benefit rural heavy consumer staples and two-wheelers for instance

Brokerage industry undergoing big transformation: IIFL Securities chairman

CY23 will be a very topsy-turvy year for equity markets, but it will also be excellent for long-term investors looking for sharp market dips to build strong positions: IIFL Securities chairman

'It's difficult not to be positive on Indian equities'

With Nifty50 almost consolidating at around 18,000 levels, valuations have become reasonable and offer a good entry point for investors

This time we'll crack the derivatives segment: BSE MD & CEO Ramamurthy

Ramamurthy says BSE has put in place the right building blocks to make it a success this time around