Market Interviews

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

India's catch-up with Asia mkts hinges on earnings delivery: Bharti AXA CIO

Earnings are the biggest lever for Indian markets to close the performance gap with the outperforming Asian peers, said Rahul Bhuskute CIO Bharti AXA

'Downside risks are rising; allocate 20% to global markets to diversify'

Jones George, executive director, Geojit Financial Services, said that an allocation of around 20% of total assets toward international equities can provide meaningful diversification benefits.

Global investors still under-allocated to emerging mkts: Candace Browning

BofA's Candace Browning sees inflation, central bank policy, AI, and India's market outlook as the key forces shaping global investments

Pvt capex revival, US-Iran truce key to next market upmove: Nimesh Chandan

Capex revival, easing West Asia tensions and improving earnings could drive Indian markets towards fresh highs, says Bajaj Finserv AMC CIO

Earnings growth matters more than valuation multiple: Anish Tawakley

Earnings growth matters more than PE compression in long-term wealth creation, says DSP MF CIO

We still lack a robust climate risk hedging tool, says NCDEX chief

National Commodity and Derivatives Exchange launched India's first rainfall-based weather derivatives contract to help businesses hedge monsoon-related risks

The Thursday sweet spot behind BSE's derivatives push: MD & CEO Ramamurthy

Ramamurthy discusses rising retail and institutional participation, upcoming derivatives launches, regulatory concerns around retail trading, and the sustainability of growth in the segment

Markets at risk of further downside if oil prices stay elevated: Ajay Tyagi

UTI AMC's Ajay Tyagi expects mid- and small-cap stocks to underperform large caps as valuations stay elevated and earnings growth remains uncertain

PM Modi has held up a mirror to the country: Nilesh Shah, Kotak AMC

At the moment, markets are driven far more by global developments than domestic factors, Shah said. The biggest concern globally, he feels, is energy supply and energy prices.