Page 7 - Market Interviews

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

India is where smart money should be: Mirae Asset Global Investments

Kim says that even as short-term investor interest has shifted towards AI and tech stocks in the US and China, India remains an attractive long-term opportunity for global investors

I don't think it is time to start buying Indian stocks: Louis-Vincent Gave

The recent correction in Indian markets has been significant, but it's important to put it in perspective

Another 10-15% correction in mid, smallcaps is possible: Siddharth Vora

Stock Market Today: The Indian stock markets will remain range-bound in 2025 with a mild positive bias towards large-caps

It appears 2025 will be a tough year for the market: Samco's Jimeet Modi

Modi tells that FPIs are expected to stay away from Indian markets until expensive Indian equities become attractive to them

From FPI standpoint, India easiest market to sell: Herald Van Der Linde

Says investors should focus on sectors and stories that could benefit from the current macroeconomic environment

Pickup in consumption, capex key to earnings revival: ICICI Pru MF ED & CIO

Naren says investors should take a hybrid approach to navigate global uncertainties

Correction opens upside despite earnings cuts: Franklin's Rengaraju

Janakiraman discusses how easing valuations has opened up bottom-up opportunities across various market capitalisations (mcaps)

Ulips will grow as Indians have faith in stock mkts: PolicyBazaar.com CEO

Singh spoke about the major trends that dominated the insurance space in 2024 and the trends to look forward to in the new year