Page 8 - Market Interviews

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

Market will likely take its cue from the Budget, says Samco Group CEO

Geopolitical tensions, such as the Russia-Ukraine conflict, will continue to impact global markets

We want to grow better than industry, mindful of biz quality: Naveen Jha

Health and motor insurance will continue to be our two most important segments

Shift to 12-13% growth will create a selective market: Vinit Sambre

Says caution is warranted for segments with stretched valuations and peaking business cycles, such as engineering and capital goods or automotive

Equities to see muted returns in 2025, Gold a better bet: Sandip Raichura

Stock Market Outlook: Volatility may remain high over the medium-term and it is difficult to gauge market trajectory at this point, said Sandip Raichura of PL Capital

The market is irrational right now: ICICI Prudential AMC's Anish Tawakley

Tawakley talks about his hits and misses in 2024 as a fund manager, and the opportunities and key risks for the markets in the year ahead

Indian equity market has more room to correct: Manishi Raychaudhuri

Says that geopolitics will be the most important driver of financial markets in 2025

During downturns quality stocks truly survive, thrive: Saahil Murarka

He tells that it may not be the wrong strategy to invest when the markets are at a high

Earnings downgrades widespread and more expected, says Andrew Holland

Holland says that flows - especially passive - will favour the US and developed markets over emerging markets

FII flows will return to normalcy in medium-term, says Mihir Vora, TRUST MF

Foreign institutional investors are selling equities across the world, not just India, said Mihir Vora, CIO, TRUST Mutual Fund, in an email interaction with Business Standard

Midcaps often misunderstood as being too risky, says Neelesh Surana

Surana shares his insights on navigating uncertain market conditions

Aim for 60-40 ratio, where 40% is green, rest is fossil by 2032: NTPC CMD

He discussed capacity expansion plans and how the company would balance presence between fossil and green sources of power

More investor education about REITs is needed: Certus Capital founder

He talks about the sector's prospects, including the performance of real estate investment trusts (REITs) and the country's real estate debt investment market