Page 14 - Market Interviews

'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

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