Market Interviews

InCred Wealth's 2026 game plan: Staggered bets on equities, metals

In an email interview, Yogesh Kalwani says he prefers a mix of largecaps and select mid- and smallcap names, with sector tilts towards BFSI and healthcare

Investors unlikely to make much money in India next year: Marc Faber

Investors should diversify, as we don't know what the world will look like in five years. Markets valuations are sky-high, but the economic reality for ordinary people is not good, Faber said.

EM equities, and India especially, on the back foot: Praveen Jagwani

The MSCI India Index has lagged broader EM by nearly 15 percentage points in 2025 - the widest gap since 2011

A large part of India's capital needs to be met via GIFT City: Ifsca Chair

K Rajaraman, chairman of the IFSCA, outlines how the IFSC is emerging as a hub for India Inc's foreign-currency needs

Next decade will unlock growth in retail investing: Angel One CMD Thakkar

Angel One CMD Dinesh Thakkar outlines how the company reached the No 3 spot in active clients, the structural changes shaping India's broking landscape, and why he foresees another wave of growth

AI stocks may correct, but a 2000-style crash unlikely: Vincent Nichols

While it is a crowded trade, ironically, we aren't seeing much new money flowing into it recently, says Vincent Nichols, investment specialist, US and thematic equity, at BNP Paribas Asset Management

Indian stock markets may see double-digit gains in 2026: Riddhiman Jain

With earnings expected to revive and valuations becoming more reasonable, the groundwork for the next upcycle is in place, said Riddhiman Jain of Waterfield Advisors

Q2 earnings reinforce confidence in growth revival, says Nimesh Chandan

Debt-to-GDP ratios in many countries are quite high, which could put pressure on bond markets, says Chandan

Expect a shift from derivatives to cash-market investing: Emkay's Karwa

As the global artificial intelligence (AI)-led trade moderates due to rich valuations, India will re-emerge as one of the most attractive growth markets in a slowing global environment, Karwa said

Execution, not valuation, is real risk in smallcaps: Equitree's Bharaddia

India's small and midcap profit pools are expanding faster than large-caps, driven by the manufacturing, capital goods, and infrastructure upcycle

The market is more likely to melt up than melt down: Stephen Dover

Monetary easing, strong earnings, and capital investment will drive markets higher, with India and other emerging markets set to benefit, says Dover

An IPO's on the table for near future: Equirus Group MD Ajay Garg

India is entering a sustained public-market boom - with rising entrepreneurial listings, deeper capital access, and a robust long-term outlook, says Garg

India in sweet spot, has tailwinds to deliver alpha returns: HSBC MF CEO

India's bull run is expected to sustain in Samvat 2082 driven by earnings, consumption, and industrialisation, said Kailash Kulkarni,CEO, HSBC MF

2025 may push IPO totals near or above 2024's record: Amit Ramchandani

With mega IPOs from Lenskart and Groww ahead, India's record ₹1.6 trillion fundraising looks set to be topped, says Ramchandani

Yields unlikely to drop sharply; favour short-to-medium bonds: Avnish Jain

25-bps rate cut by December looks likely, but RBI's neutral stance and global uncertainties mean yields may not fall sharply, says Jain

There is renewed confidence in India story: JSW Steel CEO Jayant Acharya

CEO Jayant Acharya says domestic demand remains firm, expects steel prices to recover and safeguard measures to strengthen as imports rise

Infra, EV, rare earths to gain from govt push in Samvat 2082: Deepak Shenoy

Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said

Small, midcaps may correct more in Samvat 2082: Nitin Bhasin, Ambit Eq

Nitin Bhasin of Ambit Institutional Equities expects consolidation in Indian equities through Samvat 2082 amid earnings normalisation and rising risks.

India is well-placed to outpace other EMs: Amar Ambani, YES Securities

Just as domestic investors aren't married to one stock forever, foreign investors too assess all markets and make tactical shifts, says Ambani

Money market, PSU debt funds among best bets for investors: Marzban Irani

With headline inflation close to 2 per cent and a growth trajectory going south after Q2FY26, we expect interest rates to remain lower for longer, Irani said