Market Interviews

Retail investors slow fresh investments, but aren't withdrawing: HSBC MF

Personally, as an experienced investor, I would allocate more to mid, small-caps; if India grows faster than the world, these companies should grow faster too, said Kailash Kulkarni, CEO, HSBC MF.

'Investors should remain selective, deploy funds in a staggered manner'

Utsav Verma of Choice Institutional Equities said that long-term investors should deploy funds in a staggered manner in sectors with stronger earnings visibility

This is not a time to be bearish on markets: Rishi Kohli, Jio BlackRock AMC

Given that the last 18 months have been weak in terms of valuations, earnings and technical trends, the outlook for the next 18 months is becoming attractive, he said.

Portfolio pain deeper than headline indices suggest: HDFC Securities CEO

Market volatility from the West Asia conflict may keep equities in risk-off mode, but a sharp downgrade to India Inc's earnings would require sustained oil shock, says Dhiraj Relli of HDFC Securitie

Risk-reward ratio favorable for long-term investors: Rahul Singh, Tata AMC

Strategy for 2026, he said, is shifting toward sectors with a probable growth visibility such as Banking, Consumer, Resources and Manufacturing.

'Debt attracts interest amid volatility; Rupee faces geopolitical risks'

Sunaina Da Cunha, Co-CIO (Debt) at Aditya Birla Sun Life AMC, said that the geopolitical situation in West Asia is likely to continue injecting volatility into the currency markets

Poor sentiment is a good vintage for building a portfolio: Vikas Khemani

Selective IT services companies with strong digital portfolios, diversified clients, and disciplined cost structures could indeed present a contrarian opportunity, he said.

Equities remain core for long-term wealth creation: Harsha Upadhyaya

In India, equities are often a long-term wealth creation product and flows typically normalise once volatility stabilises, Upadhyaya said.

Markets react strongly to geopolitics but eventually move on: Jim Rogers

Oil prices, Rogers said, could definitely cross $100 a barrel again, especially if the geopolitical developments continue.

Earlier, almost any IPO could find demand. That phase is over: Neha Agarwal

Agarwal outlines why the next cycle will reward quality over quantity and which sectors are best placed to attract capital

Earnings outlook for Indian IT sector remains subdued: Geojit's Vinod Nair

AI adoption is reshaping cost structures, leading to shorter project timelines and thereby layoffs in low-skill roles, said Geojit's Vinod Nair

Risk-reward tilting towards higher exposure to equities: Mihir Vora

Q3FY26 marked a good cyclical improvement in growth, though it may need one or two quarters to call it a decisive earnings inflection, said Vora

Geopolitics, muted earnings growth worrying markets: Sunny Agarwal

Sunny Agarwal of SBI Securities said that going ahead, the financial services sector will lead, which includes banks, both public sector (PSU) and private

Crypto markets await clearer macro catalysts, says Bitget's CEO Gracy Chen

Globally, investor sentiment has shifted to extreme fear, leading to reduced risk appetite and capital rotation into safer assets such as precious metals, says Gracy Chen, CEO, Bitget

Markets need time to recalibrate to new STT regime: Pankaj Pandey

ICICI Securities' Pankaj Pandey says markets may need time to adjust to the new STT regime but sees strong FY27 earnings and midcap outperformance

Regulatory clarity key to long-term faith in crypto: Sumit Gupta, CoinDCX

India, to truly excel in Web3, Sumit Gupta of CoinDCX said, must move beyond reactive policies and craft regulations that foster innovation, protect consumers, address risks, and provide clarity

How can your portfolio outperform markets? Sandeep Neema shares strategy

The next phase of returns in Indian equities will be increasingly driven by companies demonstrating strong earnings visibility, says Sandeep Neema of PL Capital

Sentiment towards India more favourable than month ago: Abhiram Eleswarapu

After prolonged underperformance, India is regaining appeal among emerging markets as trade overhangs ease, foreign inflows return, and earnings show early signs of recovery

STT hike, US deal, NSE listing: SMC's Aggarwal decodes 2026 market roadmap

The reduction in US tariffs and the interim trade deal framework are set to significantly boost India's export competitiveness, said Subhash C. Aggarwal

Selling, AI concerns around Indian IT stocks overdone: Jignesh Desai

FY27 earnings growth could be broader, with mid and smallcaps leading the upside, while AI fears around IT stocks are overdone, says Centrum Broking's Jignesh Desai