Page 6 - Market Interviews

Infra, EV, rare earths to gain from govt push in Samvat 2082: Deepak Shenoy

Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said

Money market, PSU debt funds among best bets for investors: Marzban Irani

With headline inflation close to 2 per cent and a growth trajectory going south after Q2FY26, we expect interest rates to remain lower for longer, Irani said

Risk-reward is tilting in favour of Indian equities: Sonam Udasi, Tata AMC

If tariff concerns abate, global investors could eventually play catch-up

We may see fewer IPOs in next Samvat: Samco Group founder & CEO Jimeet Modi

Samco's Jimeet Modi says investors now prize fundamentals over hype - expect fewer but higher-quality IPOs as India's markets evolve into a leaner, value-driven ecosystem

Commodities booming; other MFs may also halt silver ETF buys: Nilesh Shah

Our fund of funds isn't allowed to invest in silver futures, only in silver ETFs. So, we had no option but to pause fresh purchases - else, investors would enter at a 10 per cent premium, Shah said

We have highest equity concentration among top players: Canara Robeco MF

Ahead of its ₹1,326-crore initial public offering (IPO), Narula says despite near-term market volatility, he remains confident about sustained equity inflows

Past year certainly raised doubts about the bull run, says Mahesh Patil

Aditya Birla Sun Life AMC's Mahesh Patil says headwinds are easing, and the next Samvat could see equities align with economic growth

'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