Market Interviews

Next two quarters will be tough for the markets, B. Gopkumar, Axis MF

We've also seen significant sector rotation over the past few weeks, making it difficult for fund managers to stay positioned across every segment, says B. Gopkumar, MD & CEO of Axis Mutual Fund.

Wealth opportunities exist across market spectrum: Baldev Prakash, SBICAP

Wealth creation opportunities exist across all the cohort of market and investors are recommended to adopt bottom-up stock specific approach, says Baldev Prakash, MD & CEO of SBICAP Securities.

Market re-rating will take time: 360 ONE Asset CIO Anup Maheshwari

he says that even a modest improvement in performance could trigger catch-up buying and support the next leg of the market rally

Crude oil prices will be the key driver of equities for now: Nilesh Shah

The oil market, Shah of Kotak AMC said, is signalling that supplies could get constrained again, which may lead to another increase in prices. All this will impact how equity markets play out.

Valuation excesses in low-quality stocks pose biggest risk: Vinay Paharia

Large-cap stocks offer attractive valuations, but a sustained recovery will depend on foreign investor inflows, earnings growth and avoiding excesses in low-quality small- and mid-caps

Renewed interest in large-caps; keep a tab on IPO pipeline: Shiv Gupta

For a balanced portfolio, Shiv Gupta of Sanctum suggests holding around 40 per cent in equities, 25 per cent in debt, and 25 per cent in alternatives, including private equity, private debt, and gold

Sustained earnings growth key to equity upside, says Rahul Singh

Rahul Singh of Tata Asset Management says easing geopolitical risks support equities, but sustained corporate earnings growth will be the key driver of the market's next rally

Indian markets are not fragile; tepid Q1 earnings priced in: Radhika Gupta

Markets are either portrayed as unstoppable or extremely fragile, whereas the truth generally lies somewhere in between, says Radhika Gupta of Edelweiss Mutual Fund.

Mid, smallcaps rally justified; largecap fortunes hinge on FIIs: Mihir Vora

Vora says the market recovery is still in its early stages, with valuations remaining supportive

Worst is over for crude oil prices for now: Jim Burkhard, S&P Global Energy

Oil prices will remain volatile, but we expect Brent to move into the $80-$90 range, says Jim Burkhard, vice-president and head of research for oil markets, energy and mobility at S&P Global Energy.

Marc Faber sees 20% fall in Indian markets, prefers to stay in cash

Marc Faber, editor and publisher of 'The Gloom, Boom & Doom Report', says that his advice is to stay in cash and bonds for now

Next mkt upcycle to be earnings-led, not valuation-driven: Anand Shah

ICICI Prudential AMC's Anand Shah sees manufacturing-led mid and smallcaps sustaining outperformance as earnings growth supports valuations

We expect solid growth once global tumult settles, says IFSCA chief

K Rajaraman says GIFT IFSC is poised for its next growth phase as global volatility eases, with plans to deepen bond markets and expand leasing

West Asia war: Bet on smallcaps, not Nifty to make money, says Shankar Sharma

In fact, a relief rally due to West Asia conflict resolution could provide foreign investors with another opportunity to reduce their exposure to India, Sharma said.

Money flows to growth; India a growth, not value, market, says Axis MF CIO

Axis Mutual Fund CIO R Sivakumar says stronger earnings growth, especially in large caps, is critical for reviving foreign investor interest in Indian equities

India remains better placed despite global turmoil, says BoI MF CEO

India remains relatively better positioned compared to many global economies as structural growth drivers remain firm, making the outlook constructive for long-term investors

'Retail investors not in panic mode despite geopolitical uncertainty'

If India's growth story plays out over the next two decades, Vikas Saitja, MD & CEO at Shriram Wealth believes there is enough opportunity for more wealth management firms.

Valuations offer meaningful room for re-rating: Mirae Asset MF CIO

Market correction is largely over and valuations remain attractive, says Mirae Asset CIO Neelesh Surana, citing earnings recovery and India's strong macro outlook

Foreign outflows meaningful, but not overwhelming: Citi's Kaustubh Kulkarni

Investors remain interested in India, but the AI theme is dominating global conversations, says Kulkarni

Tier-2, 3 cities to deepen retail investing ecosystem: Angel One Group CEO

Angel One Group CEO Ambarish Kenghe discusses market volatility, India's long-term growth story, AI-led investing, retail participation, and tapping tier-2/3 cities for the next 100 mn investors