Page 6 - Market Interviews

Use any tariff-triggered market correction to buy, says Jitendra Gohil

India is in a unique position where the return on equity for BSE 500 companies is among the best globally, second only to the US, says Gohil

Markets are ignoring positives at the current levels: Mohit Bhatia, BOI MF

Nifty50's earnings per share (EPS) growth rate is expected to be around 12-14 per cent compound annual growth rate (CAGR) over FY25-27, which translates to an earnings per share (EPS) of around ₹1,180

Trump tariffs to hit exports; 7% upside in Nifty till Dec '25: Satish Menon

Markets are currently concerned about weak Q1 earnings and a faltering trade deal discussion between the US and India, Menon said, which may severely impact domestic exports

Markets aren't overheated at current levels: Rahul Arora of Nirmal Bang

Markets have already scaled a wall of worry - from tariff tensions and border skirmishes to unrest in West Asia, says Arora

Our growth stable, diversified, not reliant on one driver: NSDL MD & CEO

The IPO is crucial for NSDL primarily to meet regulatory shareholding requirements. Meeting these regulatory expectations is of utmost importance to us, says NSDL MD & CEO

'Markets will continue to attract more flows compared to bank deposits'

Nikhil Ranka, chief investment officer - equity alternatives at Nuvama Asset Management, says investors could scout for bottom-up mid-caps and small-caps stocks to generate superior returns

Jane Street episode unsettled some institutional investors: Jignesh Desai

Institutional investors wary of midcap valuations, regulatory risks, and global cues; manufacturing seen as key investment theme

How to spot alpha stocks in an uncertain stock market? Himani Shah explains

Stock market outlook: Uncertain times in stock markets present interesting opportunities to invest in high-quality companies at attractive valuations, says Himani Shah of Alchemy Capital Management

See valuation challenge if earnings growth stays tepid: Pramerica Life CIO

Market outlook: In an email interview, Abhishek Das, chief investment officer, Pramerica Life Insurance said that Nifty earnings are projected to grow 7-8 per cent for the year

'Capital market-related stocks already discount couple of years of growth'

The margin of safety in capital market stocks for near-term investors is limited

Retail losses in derivatives is a macroeconomic concern: Ashish Gupta

Sebi's measures are necessary to align the derivatives market with its underlying cash market, as the current disconnect is unsustainable

Expect FIIs to influence market returns in the near term: Harish Krishnan

Harish Krishnan, co-chief investment officer and head of equity at Aditya Birla Sun Life AMC talks about the outlook for flows into EMs, reshaping the portfolio of their firm and more

Listing of MNCs, subsidiaries to remain a key theme for IPOs: Ranvir Davda

ECM activity has rebounded sharply over the last couple of months, with significant pickup in IPOs and block deals, says Davda

Bitcoin may hit $140k-$145k by Nov 2025: Sumit Gupta, Co-founder, CoinDCX

The availability of institutional-grade tools and improving regulatory clarity is encouraging a more sophisticated, professional investor base to participate in this evolving asset class

Margins may shrink for asset management cos: Anand Rathi's Feroze Azeez

Maintaining an asset allocation of 80 per cent equity and 20 per cent debt is recommended for long-term wealth creation, Azeez said

Why are short-term bonds in demand? Bondbazaar's Darak breaks it down

Bond market investors are looking beyond short-term geopolitical noise, anchored by strong domestic fundamentals, surplus liquidity, rate cuts and a dovish RBI

Earnings recovery critical for market rerating, says Sailesh Raj Bhan

Equity markets have spent nearly nine months consolidating since June 2024, says Bhan

Risk of sharp market correction is low: Rajkumar Singhal, Quest Investment

Stock market outlook: A new high in markets before the end of 2025 looks well within reach, provided earnings deliver and global stability holds, says Rajkumar Singhal, CEO, Quest Investment Advisors

Crude oil price can drop to $55-60 a barrel by December 2025: Premasish Das

Crude oil markets are pricing in a fair amount of uncertainty at the current levels, Das said. That's why oil had dropped below $60 for a time-before the West Asia tensions pushed it back up

Oil, trade deal concerns priced in by markets: Unmesh Sharma, HDFC Sec

In an exclusive interview, Unmesh Sharma, head of institutional equities, HDFC Securities, discusses FII flow, trade tariffs and market outlook