Page 2 - Market Interviews

'Surprised by market reaction to Kevin Warsh's nomination to the US Fed'

The dollar, said Aditya Bhave, senior US economist at BofA Global Research, will most likely remain the world's reserve currency.

Smallcaps, midcaps could see more pain: Ambit Capital's Nitin Bhasin

Bhasin says valuations of SMIDs relative to largecaps are still expensive and need to converge

Market rally hinges on earnings revival, valuation comfort: Chhaochharia

Indian equities may stay range-bound unless earnings revive or valuations turn more attractive, says UBS, noting moderation in FPI selling but limited near-term upside

Markets need clarity on trade deal for the rally to sustain: Shankar Sharma

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

F&O STT hike unlikely to deter active traders; markets will come around

The key message from the Budget is clear: fiscal consolidation will continue alongside growth, supported by responsible financial management

India's outlook in 2026 looks better than in 2025: Axis MF's Ashish Gupta

Axis MF CIO Ashish Gupta says global markets are defying old correlations, while India lags for now but looks better placed in 2026 on earnings and valuations

Markets await devil in the details in the India-EU FTA: Nilesh Shah, Kotak AMC

From a purely market standpoint, India-EU trade deal is a positive step and clearly in the right direction, Shah said

India remains in early phase of private credit cycle: UTI Alternatives CEO

Private credit is fast becoming a core funding source for India's mid-market firms, bridging gaps left by banks and bonds, says UTI Alternatives CEO Rohit Gulati

Budget may not lure FPIs immediately: Somil Mehta, Mirae Asset Sharekhan

India's structural story (demographics, digitisation, manufacturing) is intact despite tactical noise, said Mehta

Budget 2026 likely to be a non-event for the markets: Jio BlackRock AMC CIO

There has been significant representation to the government on Securities Transaction Tax (STT), and that remains something markets are watching closely

Earnings growth to move more in line with nominal GDP: Anand Shah

Valuations cap broad upside in 2026, with market returns increasingly driven by earnings growth in line with nominal GDP and selective stock-specific opportunities

Markets to stay sideway till US-India sign trade deal: Shreyash Devalkar

A breakthrough in negotiations or clarity on tariff policy could lift sentiment, said Shreyash Devalkar, Head - Equity at Axis AMC

Broader geopolitical risks not fully priced-in, says Trideep Bhattacharya

Indian equities outlook 2026: Trideep Bhattacharya of Edelweiss MF decodes geopolitical risks, Budget 2026 expectations, sector winners, consumption revival and portfolio strategy

High-quality growth stocks better valued vis-a-vis rest of market: Paharia

Paharia points out that sectors like healthcare, telecom, consumer discretionary, and private banks and NBFCs appear attractive currently

Equities poised for comeback in 2026 as growth improves: Ramesh Mantri

BFSI stocks offer strong fundamentals and attractive valuations, says WhiteOak's Ramesh Mantri, as growth improves and equities look set for a 2025 comeback

India is still early in passive investing compared with US: Ashutosh Singh

As the Sensex turns 40, passive investing is reshaping India's markets, with indices emerging as the backbone of ETFs and low-cost investment products

India has a solid foundation for long-term market growth: BSEL MD & CEO

As the Sensex turns 40, BSE MD Sundararaman Ramamurthy explains how the index mirrors India's journey from a closed economy to a global market powerhouse

Allow private players to operate gold monetisation scheme: WGC India CEO

WGC says fundamentals will keep gold strong in 2026 as India drafts a long-term gold policy, with rising wedding budgets, ETF demand and a push to privatise monetisation schemes

Record flows in 2025 underpin durability of SIP habit, says Navneet Munot

Steady SIP flows and rising retail participation anchor mutual fund growth in 2025, even as market sentiment tempers lumpsum investments and global risks cloud the outlook

Better valuations set stage for a stronger 2026: Canara Robeco AMC CIO

Improving earnings visibility and fairer valuations could set the stage for a stronger 2026 for Indian equities, with financials and consumer discretionary stocks leading gains