Market Interviews

Equity investing in good shape and fashionable as ever: Saurabh Mukherjea

In developed markets, we are investing in defence & aerospace, power turbines & plant construction, the data center supply chain and in ultra-luxury consumption plays, Mukherjea said.

Earnings, currency stability key to FY27 equity performance: Devalkar

Valuations are now more balanced after the correction and advises investors to adopt a staggered approach to equity investing, says Devalkar

I've turned bullish on the markets after a long time: Andrew Holland

Andrew Holland, head - new asset class, Nippon India Asset Management in a Q&Q with Puneet Wadhwa says that the markets are assuming that the West Asia conflict won't be prolonged.

'Still expect double-digit earnings growth for Nifty 50 firms in FY27'

Harish Krishnan notes early signs of an earnings upcycle, with improving sales and operating trends across companies

Mark Mobius was an icon, a brand in his own capacity, says Raamdeo Agrawal

Veteran investor Mark Mobius, who put emerging markets on the global map, has passed away-here's how Raamdeo Agrawal remembers him and the key lessons for investors.

'Full impact of high crude oil prices on earnings not priced in yet'

Nikhil Khandelwal of Systematix Group, said that while immediate geopolitical shock has been priced in, the full macro impact, especially of higher crude, has not yet been fully reflected in earnings.

Earnings momentum, structural drivers stronger for other EMs: Tirumalai

UBS flags elevated valuations as global investors stay cautious on India, favouring other EMs amid stronger AI-driven growth opportunities

'West Asia conflict duration, oil price trajectory hold key for markets'

Equity, by its nature, Rashesh Shah, CMD, Edelweiss Financial Services believes, is not a one- or two-year asset class, it represents ownership in businesses that compound over a decade.

Markets believe that the worst phase of West Asia war is over: Samir Arora

Markets had discounted the bad news with select pockets seeing a dip of over 15 per cent, which have recovered partially now, Arora of Helios Capital said.

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.