Page 3 - Market Interviews

Additional rate cuts may offer diminishing returns: Vetri Subramaniam

SIP investors must diversify across market caps, with largecaps better for lump-sum bets amid high mid-smallcap valuations, says Subramaniam

Tariffs to dent India Inc's Q2; Fed cut to benefit India most: Swastika MD

Recent US tariffs of up to 50 per cent on over half of India's exports are creating significant headwinds for Q2 FY26 corporate profits, says Nyati

GST reforms a mini budget; market risk greater in mid, smallcaps: S Naren

The current market cycle, Naren said, does not resemble earlier periods. Today, the macroeconomic situation is extremely strong, which was not the case in the past

GST cut a partial cushion against trade headwinds, says Mahesh Nandurkar

GST rate cuts are definitely positive for consumption, especially with the festival season approaching, says Nandurkar

India's underperformance vs global markets about to end: Seshadri Sen

With a GST 2.0-led demand recovery expected in the Indian economy, Seshadri Sen, head of research and strategist at Emkay Global sees the period of stock markets's underperformance coming to an end

GST cut next level of reform; 2025 a tricky year for investors: Vijay Kedia

The GST reforms could revive consumption-driven sectors like automobiles, FMCG, and discretionary goods, which have been under pressure, says Kedia

Tariffs not a trigger point to exit equities: Equirus Asset's Sahil Shah

FII inflows will return once India's earnings growth shifts back to double digits, most likely in H2FY26, says Sahil Shah, CIO and fund manager of Equirus Asset Management

Access, education, personalisation to shape retail investing: Religare CEO

After an initial dip in Q3 and Q4 of FY25, we can now see volumes and client activity are starting to stabilise, says Gurpreet Sidana, chief executive officer at Religare Broking

'Resist chasing rallies, stay disciplined, and let compounding work'

India's consumption story remains the most reliable theme for the next decade, says Inderbir Singh Jolly, chief executive officer at PL Wealth Management in an exclusive interview

Markets continue to ignore impending risks: Pramod Gubbi of Marcellus

The incremental buyer in the market is primarily the retail investor - either directly or via mutual funds (MFs) - which makes the market even less reflective of these events in reality

PNB MetLife CIO suggests investment themes amid trade risks, high valuation

India's structural strengths (6.5 per cent GDP growth, easing rates, tax cuts, GST normalisation, and rural demand recovery) support a H2FY26 rebound, said Sanjay Kumar

Market complacent on tariffs; additional 25% pure hypocrisy: Nilesh Shah

If someone wants 25 per cent returns, I don't see opportunities. For high single-digit or low double-digit returns, there are plenty, says Nilesh Shah of Kotak AMC in this exclusive interview.

Capital support for defence, aerospace sectors critical, says Ravi Kapoor

The fund is focused on aerospace & defence, along with allied areas such as space and communications, says Kapoor

Build a portfolio of equities, fixed income, precious metals: Taher Badshah

'Build portfolio of equities, fixed income, precious metals'

GST 2.0, S&P upgrade may spur FII reweighting to India: Motilal Oswal AMC

Market outlook: We believe the market will reward companies that consistently deliver strong earnings growth, regardless of whether they are large-cap, mid-cap, or small-cap, says Ajay Khandelwal

Tariff worries? Allocate 40-50% to Sensex or Nifty basket: G Chokkalingam

The continued normal monsoon, falling inflation, and the S&P Global Ratings upgrade also contributed to the market recovery despite the US tariff threats, said Chokkalingam

MF AUM has potential to reach 50% of GDP in 20 years, says Amfi CEO

Chalasani believes the industry body has played a pivotal role in popularising MFs and ensuring transparency and high governance standards at AMCs

AMCs that create value for investors will grow: DSP Mutual Fund MD & CEO

I have been an investor since 1998, and in both the best and worst of times, there has never been a day without worries or opportunities, says Kalpen Parekh, MD and CEO of DSP Mutual Fund (MF)

Motilal Oswal explains why stock market investing is about trust, not fear

Lunch with BS: Motilal Oswal MD & CEO, Motilal Oswal Financial Services

Earnings in downturn; FPI inflows unlikely in short-term: TRUST MF CEO

Indian investors have understood that equities/mutual funds are the best way to beat inflation and participate in the structural growth story in a tax-efficient manner