Page 7 - Market Interviews

We see India as a relatively bright spot: BlackRock Investment's Vivek Paul

Mid and smallcaps have seen frothy valuations come off the boil, creating scope for stock-specific opportunities amid market dislocations, Vivek Paul said

Nilesh Shah of Kotak AMC's market strategy as India, Pakistan war escalates

Shah suggests investors stick to the basics and focus on quality stocks that are available at reasonable valuations. Look at stocks with good float.

If macro conditions hold, IPOs will top 2024's record tally: Sunil Khaitan

'Issuers and investors recognise the need for balanced pricing rather than short-term gains,' says managing director and head of India Financing Group at Goldman Sachs

World won't shake off tariff tantrums soon: First Global's Devina Mehra

Mehra says that they remain overweight on Europe, China, and to an extent, India in their global funds, and have also increased their allocation to fixed income

Room for RBI to respond to global growth drag: Bandhan AMC's Choudhary

The weakening of the dollar reflects some unwinding of the so-called 'US exceptionalism' theme, which had attracted disproportionately large allocations to dollar assets over the years

Equity returns are in a phase of normalisation: Tata MF's Rahul Singh

Singh says that first-time investors should avoid chasing performance, focus on asset allocation, and stick to core diversified equity categories

India's attractiveness increased lately with recovery in GDP: Kunal Vora

The situation on tariffs is still evolving, but India is relatively well placed due to its low merchandise export dependence

FY26 could be a constructive year for FII flows: Pranav Haridasan, Axis Sec

Haridasan believes that the 90-day pause on the new US reciprocal tariffs provides temporary relief but does not eliminate the uncertainty

Revenue hit looms for all brokerages, says CJ George, CMD, Geojit Financial

George tells that the impact of tariffs on domestic corporates is expected to be limited, owing to the strong capital raised over the past three to four years

FY26 not promising for broking industry, degrowth real worry: Shripal Shah

The decline in volumes for cash and derivatives markets stems from distinct factors. The cash market has slowed mainly due to the broader market correction

I am sanguine IPO markets will take off soon: Tuhin Kanta Pandey

Pandey highlighted Sebi's efforts to engage with foreign portfolio investors and market participants to streamline compliance

Investors should reset return expectations: ICICI Pru AMC's Anand Shah

The tariff measures announced have the potential to weaken global trade and consumption, putting pressure on both margins and volumes for export-oriented manufacturers

What should mutual fund investors do amid the market crash? S Naren advises

The best time to invest is when panic grips markets and valuations are attractive. While there is fear in the market today, valuations haven't reached cheap levels yet, Naren of ICICI Pru MF said

Trump tariffs give India competitive edge in select sectors: Taher Badshah

At a granular level, with some sectors like pharmaceuticals kept out of purview for now, the overall impact on India is likely to be more indirect than direct

Corrections help adjust stretched equity valuations: Oisharya Das

Business sentiment has been impacted by global uncertainties and a minor macro slowdown in India

The best investment opportunity remains in India: Venugopal Manghat

Manghat tells that they have increased cash positions across most of their schemes over the past few months

Next big mkt surprise likely to be upward: Investec India's Mukul Kochhar

Kochhar says the most reliable investment approach centres around selecting mispriced stocks and holding them for the long term

Earnings growth, reversal in FPI flows crucial to mkt recovery: Bhandwaldar

Valuations are now more palatable compared to where they were 6-12 months ago, Shridatta Bhandwaldar, head of equities, Canara Robeco asset management company (AMC) said

Next 1-2 quarters' earnings key for FIIs' view of India: Akash Hariani

Forgotten asset classes like fixed income are being talked about, along with hybrid funds and offshore funds exposure from a diversification perspective

No redemptions in our small, midcap schemes: Rahul Agarwal, Bandhan AMC

Stock Market News: Investors have shown maturity till now and have continued to put faith in equities' long term potential