Market Interviews

Well-priced IPOs will build long-term market credibility: Kamraj Negi

Sustainable growth of IPO market will depend on issuer quality and the returns delivered to investors over time, said Pantomath Capital's MD & CEO - investment banking Kamraj Negi.

Knowledge, courage, patience: Vijay Kedia's mantra for stock market success

You can borrow knowledge from others, develop courage, but patience is something that comes from within, said Vijay Kedia.

Money best way to buy your freedom; gain choices in life: Ankur Warikoo

"Having choices is what puts you truly in control. Once you have that, you realise you're truly rich," said Ankur Warikoo.

Retail participation has been very strong in India, says Vikas Satija

Shriram Wealth's Vikas Satija says long-term investors should not fear market volatility, while AI will reshape wealth management without replacing relationship managers.

Earnings resilient, but energy prices cap rerating prospects: Bharath S

S Bharath says elevated oil prices could pressure inflation, corporate margins, but resilient earnings and private capex support the long-term case for broader market outperformance

Small-caps likely to do well over the next year: 360 ONE's Mayur Patel

Earnings of small-cap companies in the current financial year (FY27) may grow at a 30 per cent rate compared to the mid-teens for large caps, said Mayur Patel of 360 ONE Asset.

Mkt re-rating unlikely amid global uncertainty: Venugopal Manghat, HSBC MF

After a sharp run-up, valuations in parts of the SMID segment already factor in several years of strong growth, cautioned Venugopal Manghat, CIO at HSBC Mutual Fund.

Volumes should continue to grow even if prices soften: Hindustan Zinc CEO

Company plans to double capacity to 2.1 million tonnes in 3-4 years, with expansion and rare-earth exploration underway

AI will be revenue-accretive, LTTS sees no risk from US PERM: Rajeev Gupta

LTTS CFO Rajeev Gupta says AI-led deals accounted for half of the company's $203 mn large deal wins in Q2FY27, while sustainability and mobility growth support its outlook for a stronger second half

The great bull-market in India is over; prefer bonds, cash: Marc Faber

Foreign investors, Faber said, will reduce their exposure to markets around the world. "That is one reason I am reasonably positive about the US dollar," he added.

Open to acquisition to build capabilities: Piramal Finance MD & CEO

Jairam Sridharan says urban and semi-urban markets will drive H2 growth as the lender takes a measured approach to wholesale lending

Mutual fund inflows insufficient to lift markets: Manish Jain, Choice AMC

Manish Jain, Deputy CEO of Choice AMC has said that mutual fund inflows are not sufficient to lift the market alone. He added that domestic money sets the floor only, and not the ceiling.

Largecaps are most vulnerable as investors chase mid, smallcaps: Bhansali

Sushant Bhansali, chief executive officer of Ambit Asset Management discusses where the value is and how he runs a microcap book

Festival demand already picking up: Canara Bank CEO Brajesh Kumar Singh

Brajesh Kumar Singh says treasury and forex income should improve, while the bank aims to raise ₹8,500 crore in capital this fiscal

AI drives 75% of orders on ecom platform Meesho via personalised ranking

Meesho's AI-powered Prism drives nearly 75% of orders, while its Chorus agent handles 62% of user queries as the e-commerce platform expands AI adoption across operations

SMIDs to large-caps shift likely if earnings gap narrows: Bharti Axa CIO

The key issue is that high-growth mid/small-caps are stretched on valuation right now, while rest of the market appears relatively cheap, said Bharti AXA Life Insurance's CIO Rahul Bhuskute

Our non-satellite biz now matches satcom operations: Hughes India CEO

Hughes India CEO Shivaji Chatterjee says its satcom and non-satcom businesses are now equal in size, while faster regulatory approvals could unlock growth in satellite connectivity.

Market rerating needs earnings upgrades; buy in phases: Axis Direct CEO

He expects markets to go through a consolidation phase before a sustained recovery, advising investors to deploy money gradually over the next two to three quarters.

India needs to lift the poor, not take down the rich: Daniel Waldenström

Swedish economist Daniel Waldenström argues that education, broader asset ownership and growth-led redistribution are key to tackling inequality

Defence, PSU stocks' rally leave little room for error: Master Portfolio MD

Foreign selling and a weak rupee add pressure, and domestic SIP flows cannot absorb everything indefinitely.