Page 7 - Market Interviews

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

There's ample room for new entrants in equity exchange: NCDEX MD & CEO

With a strong rural connect, cutting-edge risk management systems, and a clear growth vision, the exchange sees vast untapped potential beyond India's metros, says Arun Raste

Caution name of the game in Indian markets, says Manishi Raychaudhuri

With tariff uncertainties, weakening earnings, and premium valuations, investors are urged to adopt selective stock-picking strategies while awaiting clearer market triggers.

Markets seem to have priced in earnings downgrades: Yogesh Patil, LIC MF

Yogesh Patil of LIC Mutual Fund believes that trade near-term uncertainty around trade wars may impact the investment decisions for now.

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