Market Interviews

Defence, PSU stocks' rally leave little room for error: Master Portfolio MD

Foreign selling and a weak rupee add pressure, and domestic SIP flows cannot absorb everything indefinitely.

Rate hike not to significantly impact earnings or growth: Ambareesh Baliga

Ambareesh Baliga said he does not see a rate-easing cycle even if the West Asia situation is resolved. However, if the situation remains unresolved, he expects further rate hikes by the central bank.

Tissot India growth a question of when, not if: Global CEO Sylvain Dolla

Growing at over 50%, India overtakes Switzerland; brand plans more mono-brand boutiques in Tier-II cities

GDP growth data masks weak domestic value creation: Dhananjay Sinha

There is a meaningful risk that inflation and input costs become bigger concerns in Q2 than they were in Q1, said Dhananjay Sinha of Systematix Group.

High oil prices biggest risk to corporate earnings: Anupam Tiwari, Groww MF

Tiwari says a sustained rise in crude oil prices could have implications for inflation, the fiscal position and corporate margins, and could consequently weigh on the broader earnings outlook.

India not exciting FIIs; headwinds not fully priced in: Nitin Bhasin of Ambit

Over the next 12 months, the Nifty is likely to remain within a fairly narrow range - perhaps it can be plus or minus 5 per cent from the current levels, Bhasin said.

'High US bond yield not a reason to be negative on Indian equities'

From a bottom-up perspective, there are more opportunities across the market given the challenging period that the market and economy have been through over the past two years, said Vetri Subramaniam.

Rich valuations, elevated crude narrow equity opportunities: Andrade

Andrade says rising valuations and macroeconomic (macro) headwinds are narrowing the opportunity set in the equity market

NSE's next growth leg: New products, newer markets, more technology

NSE is conservative in accounting for capital expenditure because much of its investment is in manpower and software, which is expensed rather than capitalised, says Ashishkumar Chauhan

Setting up NSE was the biggest reform in the capital mkts: Raamdeo Agrawal

Raamdeo Agrawal, cofounder and chairman of Motilal Oswal Financial Services talks about how reforms changed the equity culture in India

Hindi-speaking regions emerging as MF's new 'growth engine': Vishal Kapoor

Hindi and regional-language content, digital access and rising financial awareness can help mutual funds deepen their reach beyond major cities

'Equity investment across market-caps warrants a staggered approach'

With clear signs of an FY27 earnings revival, a stable INR and an anticipated dovish Fed, make case for an attractive FII entry point, said Anuj Kapoor of JM Financial.

Large-caps, financials, IT: Axis MF's Devalkar on where he sees opportunity

We remain constructive on the financial sector, particularly on high-quality private sector banks, said Shreyash Devalkar of Axis MF.

Earnings seem more supportive than in past few years: Harshad Patwardhan

Harshad Patwardhan says prolonged high oil prices remain a key risk, while investors under-exposed to equities should consider gradually increasing exposure through a 6-12 month STP

Ease of doing business is not a consideration even today: Anjan Chatterjee

Speciality Restaurants' Anjan Chatterjee on liberalisation, scaling brands, competition and the challenges confronting India's restaurant industry

Gold at $10k, SIP flows, smallcaps outlook: Chris Wood's India mkt playbook

Over a five- or 10-year view, if I were an Indian mutual fund investor, it makes sense to allocate half of your inflows into small- and mid-cap funds, Wood said.

Active large-cap funds can outperform in next 3-5 years: Ashwini Shami

We find the large-cap segment to be the most fairly priced compared to mid and small caps at the broad level, says Ashwini Shami of OmniScience Capital.

'Higher bond yields are making the equity market more earnings sensitive'

Fed expected to hike rate and RBI's recent minutes suggesting a likely start to rate hike cycle, could pave the way for yields to increase, said Elara Securities.

CAS' wild swings now an exception rather than the rule: Anand James

Anand James, Chief Market Strategist at Geojit Investments says incorporating the CAS market action into the final analysis makes chart reading more interesting and nuanced.

PL group spots next capex wave in power, data centres, and renewables

India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence