Page 4 - Market Interviews

'Tax structure exporting India's rupee credit market to foreign investors'

Real estate continues to be an attractive sector for investment

I'd choose gold and silver over equities in most countries: Jim Rogers

The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself. That's been true for hundreds of years and will remain true now, Jim Rogers said

Difficult to make case for sustained underperformance: Saion Mukherjee

India's equity story hinges on consumption, selective midcap bets, and FII flows, while IT faces headwinds and banks offer steady value, says Mukherjee

Cash market activity will revive as confidence builds: Pranav Haridasan

Brokers must differentiate through advisory, technology, and customer experience rather than relying solely on pricing, MD and CEO of Axis Securities said

Markets eye an inflection in earnings downgrade cycle: Trideep Bhattacharya

Q2 may show early stabilisation, while Q3 could reveal stronger festive-driven momentum, Bhattacharya said

See limited downside for markets from current levels, says Kunal Vora

Despite weak high-frequency data, Vora says tax cuts, strong domestic flows, and easing valuations support markets, with Nifty earnings less vulnerable to US tariffs

Opportunities in long-term bonds, but no big rally ahead: Devang Shah

Investors should focus on short-to-medium bonds and quality corporate debt as RBI nears the end of its rate cut cycle, says Shah

'Mid, smallcaps expensive, but smart stock picking can generate alpha'

With Dussehra and Diwali in October 2025, followed by the wedding season, we expect the benefits of pent-up demand to be fully captured during Q3FY26, says Agrawal

Additional rate cuts may offer diminishing returns: Vetri Subramaniam

SIP investors must diversify across market caps, with largecaps better for lump-sum bets amid high mid-smallcap valuations, says Subramaniam

GST reforms a mini budget; market risk greater in mid, smallcaps: S Naren

The current market cycle, Naren said, does not resemble earlier periods. Today, the macroeconomic situation is extremely strong, which was not the case in the past

'Regulatory clarity key to India's crypto growth over the next 18 months'

Ashish Singhal, Co-founder of CoinSwitch, believes that India needs a balanced approach to the crypto markets-emphasizing smart regulation, robust security standards, and ongoing investor education

GST cut a partial cushion against trade headwinds, says Mahesh Nandurkar

GST rate cuts are definitely positive for consumption, especially with the festival season approaching, says Nandurkar

India's underperformance vs global markets about to end: Seshadri Sen

With a GST 2.0-led demand recovery expected in the Indian economy, Seshadri Sen, head of research and strategist at Emkay Global sees the period of stock markets's underperformance coming to an end

GST cut next level of reform; 2025 a tricky year for investors: Vijay Kedia

The GST reforms could revive consumption-driven sectors like automobiles, FMCG, and discretionary goods, which have been under pressure, says Kedia

Access, education, personalisation to shape retail investing: Religare CEO

After an initial dip in Q3 and Q4 of FY25, we can now see volumes and client activity are starting to stabilise, says Gurpreet Sidana, chief executive officer at Religare Broking

'Resist chasing rallies, stay disciplined, and let compounding work'

India's consumption story remains the most reliable theme for the next decade, says Inderbir Singh Jolly, chief executive officer at PL Wealth Management in an exclusive interview

Markets continue to ignore impending risks: Pramod Gubbi of Marcellus

The incremental buyer in the market is primarily the retail investor - either directly or via mutual funds (MFs) - which makes the market even less reflective of these events in reality

Market complacent on tariffs; additional 25% pure hypocrisy: Nilesh Shah

If someone wants 25 per cent returns, I don't see opportunities. For high single-digit or low double-digit returns, there are plenty, says Nilesh Shah of Kotak AMC in this exclusive interview.

Capital support for defence, aerospace sectors critical, says Ravi Kapoor

The fund is focused on aerospace & defence, along with allied areas such as space and communications, says Kapoor

Build a portfolio of equities, fixed income, precious metals: Taher Badshah

'Build portfolio of equities, fixed income, precious metals'