BFSI Summit highlights: Investor education on risk and asset allocation crucial, says Ananth Narayan

BFSI Insights Summit Day 3 highlights: The summit, scheduled from October 29 to 31, will bring together top policymakers, CEOs, and industry experts for a series of keynote addresses, fireside chats

5:06 PM

Investor education about risk and asset allocation is extremely important: Ananth Narayan

Ananth Narayan stated that sustained investor education is necessary to ensure the long-term growth of India’s capital markets. “Do not kill the goose that lays the golden eggs,” he said.

4:58 PM

BFSI update: Ecosystem depends on derivatives for revenue, says Ananth Narayan

Sebi is working with the RBI to simplify paper works for investors, Ananth Narayan said at the BFSI Summit today.

4:54 PM

We need good mix of practitioners to analyse type I and type II errors, says Ananth Narayan

4:49 PM

Data show retail investors were losing more than reasonable levels: Ananth Narayan

Ananth Narayan, former whole-time member, Securities and Exchange Board of India (Sebi), said there was sufficient data to indicate that retail investors were losing more than what could be considered reasonable.

4:37 PM

Social media has increased awareness about investing among youth: Amisha Vora, chairperson, PL Capital Group

4:22 PM

Flows alone don’t determine investor returns: Nippon AMC's Sailesh Raj Bhan

4:18 PM

Robust IPO activity has helped stabilise equity valuations: ICICI Prudential AMC's Naren

Sankaran Naren, Chief Investment Officer of ICICI Prudential AMC, said that if initial public offering (IPO) fundraising had not occurred at an elevated pace, the equity market would have faced a far tougher situation in terms of valuations.

4:03 PM

Corporate earnings growth should pick up: CIO, Aditya Birla Sun Life AMC

"Consumption, which was lagging, should get a boost due to GST cuts. Banking sector liquidity has also eased. Hence, corporate earnings growth should pick up, says Aditya Birla Sun Life AMC Chief Investment Officer (CIO) Mahesh Patil.

3:56 PM

India has significantly underperformed global markets: ICICI Pru MF’s Sankaran Naren

Sankaran Naren, chief investment officer at ICICI Prudential Mutual Fund, said India has now “meaningfully underperformed all the markets in the world,” highlighting the need for investors to take a more measured view of current valuations and growth expectations.

3:52 PM

Real growth lies beyond Nifty100 and Nifty200 firms: Bandhan MF’s Gunwani

Manish Gunwani, head of equities at Bandhan Mutual Fund, said he remains cautious on large-cap earnings. “This is more of a small-cap market,” he stated. 

3:42 PM

India’s muted equity participation sets stage for next rally: Franklin Templeton’s Shyamsunder

Global equities are witnessing a rally, but India’s relatively muted participation reflects the impact of last year’s strong performance and a lag in earnings, said Hari Shyamsunder, vice-president and senior client portfolio manager at Franklin Templeton. “The good news is that the extent of disappointment is narrowing, setting the stage for the next catalyst,” he added.

3:21 PM

BFSI update: Valuations have somewhat corrected, but not enough, says Marcellus Investment's Pramod Gubbi

3:15 PM

BFSI update: All IPOs in which VCs and PEs are making an exit, please be wary of them, says Sharma

3:01 PM

The big bet in the markets will be on tech, says Shankar Sharma

2:51 PM

Too soon to predict AI’s full impact on financial services: Shankar Sharma

“AI is still too new for us to form any definitive conclusions on whether it will fundamentally reshape financial services,” said Shankar Sharma.