Market Interviews

Markets at risk of further downside if oil prices stay elevated: Ajay Tyagi

UTI AMC's Ajay Tyagi expects mid- and small-cap stocks to underperform large caps as valuations stay elevated and earnings growth remains uncertain

PM Modi has held up a mirror to the country: Nilesh Shah, Kotak AMC

At the moment, markets are driven far more by global developments than domestic factors, Shah said. The biggest concern globally, he feels, is energy supply and energy prices.

Rate hike in CY26? Why SBI MF's Rajeev Radhakrishnan thinks tide could turn

Radhakrishnan said a persistent supply shock accompanied by a weaker currency can negatively impact inflation and fiscal direction, given the likelihood of higher subsidy requirements

Bajaj Electricals looks to close growth gap with FMEG peers from FY27

In the centenary year marking the inception of Bajaj Group as a business house in Mumbai, Chairman Shekhar Bajaj speaks about the journey and the road ahead for Bajaj Electricals

Don't expect more than a mid-to-high single digit return: KIE CEO Gupta

Kotak Institutional Equities CEO Pratik Gupta warns that high oil prices, AI disruption and monsoon uncertainty could cap gains in Indian equities

Retail trading is becoming more disciplined, says Upstox CEO Ravi Kumar

Upstox CEO Ravi Kumar says retail investors are becoming more discerning and risk-aware, with trading behaviour shifting from momentum-driven bets to more disciplined strategies

We used the March stock market crash to deploy funds: Kashyap Javeri

India Inc's Q4FY26 earnings have largely met expectations, supported by steady demand trends. However, rising commodity prices and geopolitical risks could pressure margins in coming quarters.

Cutting Sensex, Nifty targets now is premature: Harendra Kumar, Elara Capital

Data has shown that on falling market days, retail investors were net buyers, and on rising days, they were net sellers. So, the idea that they are always disadvantaged is a misnomer, Kumar said.

Remain structurally bullish on India despite headwinds: Ben Powell, BlackRock

The long-term story as regards India -demographics, reforms, digitalization, and improving efficiency- remains intact, Powell said.

'What investors should do now depends more on temperament than market view'

Markets are reasonable but not cheap: Kalpen Parekh of DSP Mutual Fund flags risks from geopolitics, flows, and inflation; urges disciplined investing

Equity investing in good shape and fashionable as ever: Saurabh Mukherjea

In developed markets, we are investing in defence & aerospace, power turbines & plant construction, the data center supply chain and in ultra-luxury consumption plays, Mukherjea said.

Earnings, currency stability key to FY27 equity performance: Devalkar

Valuations are now more balanced after the correction and advises investors to adopt a staggered approach to equity investing, says Devalkar

I've turned bullish on the markets after a long time: Andrew Holland

Andrew Holland, head - new asset class, Nippon India Asset Management in a Q&Q with Puneet Wadhwa says that the markets are assuming that the West Asia conflict won't be prolonged.

'Still expect double-digit earnings growth for Nifty 50 firms in FY27'

Harish Krishnan notes early signs of an earnings upcycle, with improving sales and operating trends across companies

Mark Mobius was an icon, a brand in his own capacity, says Raamdeo Agrawal

Veteran investor Mark Mobius, who put emerging markets on the global map, has passed away-here's how Raamdeo Agrawal remembers him and the key lessons for investors.

'Full impact of high crude oil prices on earnings not priced in yet'

Nikhil Khandelwal of Systematix Group, said that while immediate geopolitical shock has been priced in, the full macro impact, especially of higher crude, has not yet been fully reflected in earnings.

Earnings momentum, structural drivers stronger for other EMs: Tirumalai

UBS flags elevated valuations as global investors stay cautious on India, favouring other EMs amid stronger AI-driven growth opportunities

'West Asia conflict duration, oil price trajectory hold key for markets'

Equity, by its nature, Rashesh Shah, CMD, Edelweiss Financial Services believes, is not a one- or two-year asset class, it represents ownership in businesses that compound over a decade.

Markets believe that the worst phase of West Asia war is over: Samir Arora

Markets had discounted the bad news with select pockets seeing a dip of over 15 per cent, which have recovered partially now, Arora of Helios Capital said.

India's high valuation premium to other EMs won't return easily: Amish Shah

Shah said any further market upside is likely to be earnings-led rather than driven by valuation expansion