Page 6 - Market Interviews

Earnings recovery critical for market rerating, says Sailesh Raj Bhan

Equity markets have spent nearly nine months consolidating since June 2024, says Bhan

Beyond the Street: Shankar Sharma on return on equity in life, markets

'For 40 years, India valued only technical skills. IITs, coding - that became everything. Soft skills were sidelined. But those are the skills that will keep you employable now, not technical skills'

Risk of sharp market correction is low: Rajkumar Singhal, Quest Investment

Stock market outlook: A new high in markets before the end of 2025 looks well within reach, provided earnings deliver and global stability holds, says Rajkumar Singhal, CEO, Quest Investment Advisors

Crude oil price can drop to $55-60 a barrel by December 2025: Premasish Das

Crude oil markets are pricing in a fair amount of uncertainty at the current levels, Das said. That's why oil had dropped below $60 for a time-before the West Asia tensions pushed it back up

Further valuation expansion unlikely: BofA Securities' Amish Shah

Broader markets represented by small and midcap stocks are trading at even higher valuations or close to two standard deviations over long-term averages, Shah said

MF distribution industry moving towards consolidation: Misbah Baxamusa

In today's dynamic, tech-driven environment, smaller distributors need robust digital infrastructure and operational support to stay competitive, says Baxamusa

Sensex could hit 300K in 10 years: Vaibhav Sanghavi, ASK Hedge Solutions

Vaibhav Sanghavi said that India would be one of the very few countries that will do very well in a global environment where almost all countries will be struggling for reasonable growth

Markets remain hypersensitive to exogenous shocks: Ashwin Patni

Stock market outlook: Several risks remain underappreciated or insufficiently priced, including high valuations and earnings downgrade risk in Indian equities, cautions Ashwin Patni of Julius Baer

Let discipline and patience do the compounding, says Anup Maheshwari

Anup Maheshwari, cofounder and chief investment officer at 360 ONE Asset, urges investors to stay disciplined, avoid the noise, and focus on long-term growth

Indian bonds unlikely to attract incremental flows: SBI MF's Radhakrishnan

While the RBI's overall policy intent is clearly growth supportive, the shift to neutral stance has been a communication challenge, Radhakrishnan said

India holds the top spot in our EM playbook: Bernstein's Venugopal Garre

Garre tells that improving macro conditions and lower earnings risk make this a good time to start evaluating bottom-up opportunities in quality midcaps

Global shifts may have limited impact on India bonds: Rahul Goswami

Indian bond yields have mostly remained immune to global headwinds so far

Flawed to say domestic flows alone inflate India's valuations: Ridham Desai

India's market is now heavily driven by domestic investors, a trend that began in 2015 and could last for decades

Not the time for concentrated bets, thematic funds: Mirae's Neelesh Surana

Discretionary segments, he believes, may rebound as interest rates fall, rural incomes improve, and the government steps in with measures such as tax cuts and the Eighth Pay Commission

Small brokers will struggle to sustain themselves, says R Venkataraman

SIP flows should stabilise and return to their previous growth path as fears of intense trade wars fade after six months of Trump's presidency and 20 days of India-Pakistan tensions

'There is increased interest for algo products now among retail investors'

The broking, wealth management industry is likely to see a consolidation phase over the next 6 to 9 months, driven by challenging market conditions, said Ashok Jain of Arihant Capital

Indian stocks unlikely to give significant return in next 1-yr: Marc Faber

Faber finds countries like Indonesia, Thailand, and Malaysia more attractive than India right now.

Many investors are sitting on notional losses, says Nikhil Rungta of LIC MF

The recent moderation in SIP flows is largely a function of short-term sentiment, particularly in response to sharp corrections in small- and mid-cap segments, Rungta said

Where is Gautam Sinha Roy of ICICI Pru Life Insurance investing now?

As a strategy, we prefer domestic-focused sectors like BFSI, Consumption, Industrials, Healthcare, and Telecom, says Gautam Sinha Roy, equity & fund manager at ICICI Prudential Life Insurance.

Lump sum vs staggered approach: How to invest in the current markets?

While investors believe in India's long-term growth story and resilience amid global uncertainty, they see near-term risks around the direction of a global trade war, Kapoor said