Market Interviews

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

India evolving into core AI-play; SMIDs to drive innovation: Prateek Indwar

The SmallCap and MidCap space will drive innovation as companies in this space are agile enough to build around AI-native stack, said Indwar

In times of market volatility, stagger capital deployment: Rajesh Saluja

Amid market turmoil, ASK Wealth's Rajesh Saluja urges investors to stay disciplined on asset allocation, avoid panic, and use staggered investing to navigate volatility

Muted market return may temper SIP growth: Mythili Balakrishnan

Geopolitical tensions, rising crude prices, and sustained FII outflows are reshaping the outlook for Indian equities. Mythili Balakrishnan shares views on market direction and investment strategy

Equity markets appear to lean on early US-Iran truce, says Sailesh Raj Bhan

Elevated oil prices and prolonged West Asia crisis may hit earnings, but staggered investing offers opportunity for long-term investors, says Nippon MF CIO

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.

FII's India allocation unlikely to change in the near term: Rajat Rajgarhia

For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.

Markets still factoring-in second order impact of Iran war: Harshad Patil

As markets navigate geopolitical uncertainty, investors are recalibrating their strategies. Harshad Patil, CIO at Tata AIA Life, outlines how he is positioning portfolios amid the Iran conflict

India is a crown jewel, says Binance APAC head SB Seker on crypto growth

With deep digital penetration and a young, tech-savvy population, India, Seker believes, is a market unmatched globally for meaningful blockchain adoption and innovation

Liquidity glut to power IPO revival once volatility ebbs: Mahavir Lunawat

Lunawat says the current phase could reset valuations without derailing long-term capital formation

Retail investors tapped index-based investing amid Iran war: Vasanth Kamath

Retail investors remain resilient amid Iran war volatility, shifting towards index investing, diversification, and long-term strategies, says smallcase CEO.

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.

No intermittent circuits needed for gold, silver ETFs: Siddharth Srivastava

Despite the month-on-month (M-o-M) dip, inflow remains substantial, accounting for 54 per cent of all ETF flows in February: Siddharth Srivastava

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

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

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.