Page 9 - Market Interviews

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

FY25 as weak-earnings year is gradually getting priced in: Chhaochharia

Chhaochharia highlighted that FY25's weak earnings growth is now being factored into market expectations

Market volatility partly driven by structural changes, says Ben Powell

Powell shares his insights on the US economy, the Federal Reserve's (Fed's) decisions, and the broader global economic outlook

BS BFSI Summit: MF CIOs flag market risks, stress need for diversification

BS BFSI Summit: Certain pockets may present risks, but the broader market is not in bubble territory, say leading mutual fund CIOs. They also highlight the need for diversified investment portfolios

Nifty may consolidate between 22,000 and 26,000, says Rahul Arora

Rahul Arora, CEO for institutional equities at Nirmal Bang, tells that, with earnings disappointments in India, foreign flows may not return immediately

Moderate rally in Samvat 2081; DIIs key drivers, says Jignesh Desai

Jignesh shares his outlook on the midcap and smallcap rally, which he expects to persist over the next two to three years, albeit with intermittent corrections that could present buying opportunities

'UBS underweight in Indian equities vs other EMs': Sunil Tirumalai

Within EMs, UBS prefers markets that have attractive fundamentals and valuations, says Sunil

50 bps cut in interest rate likely by March 2025: Axis Mutual Fund

In an interview with Abhishek Kumar in Mumbai, Shah says this view may not hold true if commodity prices go up sharply

Don't mistake recent pullback in equities for a bear market: Vinit Sambre

As India Inc prepares to unveil its financial performance for the September 2024 (Q2-FY25) quarter, market movement going ahead will likely depend primarily on earnings growth, said Vinit Sambre

A Nifty pullback needs to be taken in stride, says Sharekhan's Gaurav Dua

Earnings in the banking sector are expected to moderate due to pressure on margins and potential elevated slippages in the unsecured loan book, he says

Time to think contrarian in market; pick quality over value: Nimesh Chandan

Investors are switching to sectors with strong earnings visibility. We have changed our portfolio towards high allocation to large-cap, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management

Role models like Rakesh Jhunjhunwala inspire new investors: Hiren Ved

Now, the focus has shifted from creating investor intent through education to enabling easy execution via digital channels

Investors must temper return hopes after stellar equity run: Jaipuria

He shares that his focus remains on finding companies that fit their 'U's' philosophy - undervalued, underowned, and undiscovered

India's one of the most crowded trades for FIIs, says Sandeep Bhatia

There is a notable shift in global perception of India, Sandeep Bhatia said, as it is now seen as a rising star, reflecting growing international admiration

Tactically cautious on India, Fed rate cut quantum a surprise: Chris Wood

If the US Federal Reserve (US Fed) rate cut is combined with a weaker dollar then the EMs (ex-China) should do well

Largecaps appear reasonably valued: Capitalmind CEO Deepak Shenoy

Shenoy discusses how domestic-focused sectors like manufacturing, defence, railways, domestic consumption, and infrastructure are ready for long-term growth

India our APAC priority and primary market focus: Bhaskar Laxminarayan

He says that a 25-bp cut with a strong dovish message could be as effective as a 50-bp cut with minimal commentary

India a dynamic market with long-term promise: Sanctum Wealth CEO

'Economic growth and market expansion drive investor confidence'

We don't need lottery ticket sellers as option traders: Prakash Kacholia

Kacholia said that going forward, a sizeable portion of outperformance may come from SMID space, where earnings are rebounding more quickly and there are still pockets of reasonable value

Most IPOs reasonably priced, domestic funds drive a hard bargain: Kaushik

The primary market has witnessed a promising trend across products in the first half of the year. IPOs have performed exceptionally well, with a notable increase in average ticket size, Kaushik said