Page 2 - Market Interviews
Q2 earnings reinforce confidence in growth revival, says Nimesh Chandan
Debt-to-GDP ratios in many countries are quite high, which could put pressure on bond markets, says Chandan
 "Q2 earnings reinforce confidence in growth revival, says Nimesh Chandan")
Expect a shift from derivatives to cash-market investing: Emkay's Karwa
As the global artificial intelligence (AI)-led trade moderates due to rich valuations, India will re-emerge as one of the most attractive growth markets in a slowing global environment, Karwa said
 "Expect a shift from derivatives to cash-market investing: Emkay's Karwa")
Execution, not valuation, is real risk in smallcaps: Equitree's Bharaddia
India's small and midcap profit pools are expanding faster than large-caps, driven by the manufacturing, capital goods, and infrastructure upcycle
 "Execution, not valuation, is real risk in smallcaps: Equitree's Bharaddia")
The market is more likely to melt up than melt down: Stephen Dover
Monetary easing, strong earnings, and capital investment will drive markets higher, with India and other emerging markets set to benefit, says Dover
 "The market is more likely to melt up than melt down: Stephen Dover")
An IPO's on the table for near future: Equirus Group MD Ajay Garg
India is entering a sustained public-market boom - with rising entrepreneurial listings, deeper capital access, and a robust long-term outlook, says Garg
 "An IPO's on the table for near future: Equirus Group MD Ajay Garg")
India in sweet spot, has tailwinds to deliver alpha returns: HSBC MF CEO
India's bull run is expected to sustain in Samvat 2082 driven by earnings, consumption, and industrialisation, said Kailash Kulkarni,CEO, HSBC MF
 "India in sweet spot, has tailwinds to deliver alpha returns: HSBC MF CEO")
2025 may push IPO totals near or above 2024's record: Amit Ramchandani
With mega IPOs from Lenskart and Groww ahead, India's record ₹1.6 trillion fundraising looks set to be topped, says Ramchandani
 "2025 may push IPO totals near or above 2024's record: Amit Ramchandani")
Yields unlikely to drop sharply; favour short-to-medium bonds: Avnish Jain
25-bps rate cut by December looks likely, but RBI's neutral stance and global uncertainties mean yields may not fall sharply, says Jain
 "Yields unlikely to drop sharply; favour short-to-medium bonds: Avnish Jain")
There is renewed confidence in India story: JSW Steel CEO Jayant Acharya
CEO Jayant Acharya says domestic demand remains firm, expects steel prices to recover and safeguard measures to strengthen as imports rise
 "There is renewed confidence in India story: JSW Steel CEO Jayant Acharya")
Infra, EV, rare earths to gain from govt push in Samvat 2082: Deepak Shenoy
Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said
 "Infra, EV, rare earths to gain from govt push in Samvat 2082: Deepak Shenoy")
Small, midcaps may correct more in Samvat 2082: Nitin Bhasin, Ambit Eq
Nitin Bhasin of Ambit Institutional Equities expects consolidation in Indian equities through Samvat 2082 amid earnings normalisation and rising risks.
 "Small, midcaps may correct more in Samvat 2082: Nitin Bhasin, Ambit Eq")
India is well-placed to outpace other EMs: Amar Ambani, YES Securities
Just as domestic investors aren't married to one stock forever, foreign investors too assess all markets and make tactical shifts, says Ambani
 "India is well-placed to outpace other EMs: Amar Ambani, YES Securities")
Money market, PSU debt funds among best bets for investors: Marzban Irani
With headline inflation close to 2 per cent and a growth trajectory going south after Q2FY26, we expect interest rates to remain lower for longer, Irani said
 "Money market, PSU debt funds among best bets for investors: Marzban Irani")
Risk-reward is tilting in favour of Indian equities: Sonam Udasi, Tata AMC
If tariff concerns abate, global investors could eventually play catch-up
 "Risk-reward is tilting in favour of Indian equities: Sonam Udasi, Tata AMC")
We may see fewer IPOs in next Samvat: Samco Group founder & CEO Jimeet Modi
Samco's Jimeet Modi says investors now prize fundamentals over hype - expect fewer but higher-quality IPOs as India's markets evolve into a leaner, value-driven ecosystem
 "We may see fewer IPOs in next Samvat: Samco Group founder & CEO Jimeet Modi")
Commodities booming; other MFs may also halt silver ETF buys: Nilesh Shah
Our fund of funds isn't allowed to invest in silver futures, only in silver ETFs. So, we had no option but to pause fresh purchases - else, investors would enter at a 10 per cent premium, Shah said
 "Commodities booming; other MFs may also halt silver ETF buys: Nilesh Shah")
We have highest equity concentration among top players: Canara Robeco MF
Ahead of its ₹1,326-crore initial public offering (IPO), Narula says despite near-term market volatility, he remains confident about sustained equity inflows
 "We have highest equity concentration among top players: Canara Robeco MF")
Foreign investors should turn positive on India by early 2026: Sujan Hajra
The upward revision in RBI's FY26 growth forecast signals strong confidence in India's domestic economic momentum which has consistently beaten expectations
 "Foreign investors should turn positive on India by early 2026: Sujan Hajra")
Past year certainly raised doubts about the bull run, says Mahesh Patil
Aditya Birla Sun Life AMC's Mahesh Patil says headwinds are easing, and the next Samvat could see equities align with economic growth
 "Past year certainly raised doubts about the bull run, says Mahesh Patil")
I'd choose gold and silver over equities in most countries: Jim Rogers
The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself. That's been true for hundreds of years and will remain true now, Jim Rogers said
 "I'd choose gold and silver over equities in most countries: Jim Rogers")
