Page 15 - Market Interviews

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

Careful sector, stock selection warranted in Indian market: M Raychaudhuri

'We have a Sensex target of 66,000 by the end of CY23'

Key driver of returns is asset allocation, not market timing: Ajit Deshmukh

US markets have seen significant corrections in the last 18 months and 10-15% allocation to US equities in a staggered way can be a prudent diversification, says Ajit Deshmukh, Equirus Wealth MD

FIIs gung-ho on India from medium-term viewpoint: Saion Mukherjee

'Given valuation comfort, we are still most overweight on China and South Korea,' says Saion Mukherjee

'Stocks of new-age businesses could prove to be the dark horses in H2-FY24'

In an exclusive conversation, Jaspreet Singh Arora, CIO, Research & Ranking, shares his views on markets, sectoral outlook, themes to bet on in FY24, and more

There's little downside in Indian equity markets, says Mahesh Patil

While demand has been softening, commodity price deflation, along with cost control measures by corporates, has prevented severe margin contraction, says Mahesh Patil, CIO, Aditya Birla Sun Life AMC

Cash calls don't add value if you're bullish for long-term: Anup Maheshwari

'Given the small caps' underperformance vis-a-vis large caps last year, they are at a slightly better position valuation wise'

Indian markets may correct, provide better entry points: Ritu Arora

India remains the most expensive equity market in the region and amongst the most expensive globally, says Ritu Arora, Asia CEO at Allianz Investment Management

Market correction has made valuations more palatable: Jiten Doshi

India's valuations will always command a premium, says chief investment officer of Enam Asset Management Company

Neutral on Indian equities from a 12-month standpoint: Venugopal Garre

Equity returns will be low this year - and perhaps even lower than fixed deposit rates - if one holds positions for 12 months, says Venugopal Garre, MD at Sanford C Bernstein