Page 8 - Market Interviews

Let discipline and patience do the compounding, says Anup Maheshwari

Anup Maheshwari, cofounder and chief investment officer at 360 ONE Asset, urges investors to stay disciplined, avoid the noise, and focus on long-term growth

Indian bonds unlikely to attract incremental flows: SBI MF's Radhakrishnan

While the RBI's overall policy intent is clearly growth supportive, the shift to neutral stance has been a communication challenge, Radhakrishnan said

Market rally fundamentally justified and not a bubble: Hemant Majethia

Market outlook: Several factors have been driving the sustained strength in the markets - supportive policies, significant infrastructure investments, and overall economic growth

India holds the top spot in our EM playbook: Bernstein's Venugopal Garre

Garre tells that improving macro conditions and lower earnings risk make this a good time to start evaluating bottom-up opportunities in quality midcaps

There will be polarisation in earnings, market returns: Ambit Asset CEO

Over the next year or two, earnings growth will be limited to a few sectors and not broad-based, said Sushant Bhansali, chief executive officer at Ambit Asset Management

Not the time for concentrated bets, thematic funds: Mirae's Neelesh Surana

Discretionary segments, he believes, may rebound as interest rates fall, rural incomes improve, and the government steps in with measures such as tax cuts and the Eighth Pay Commission

Many investors are sitting on notional losses, says Nikhil Rungta of LIC MF

The recent moderation in SIP flows is largely a function of short-term sentiment, particularly in response to sharp corrections in small- and mid-cap segments, Rungta said