Market Interviews

Says that geopolitics will be the most important driver of financial markets in 2025

He tells that it may not be the wrong strategy to invest when the markets are at a high

Holland says that flows - especially passive - will favour the US and developed markets over emerging markets

Foreign institutional investors are selling equities across the world, not just India, said Mihir Vora, CIO, TRUST Mutual Fund, in an email interaction with Business Standard

Surana shares his insights on navigating uncertain market conditions

He discussed capacity expansion plans and how the company would balance presence between fossil and green sources of power

He talks about the sector's prospects, including the performance of real estate investment trusts (REITs) and the country's real estate debt investment market

Chhaochharia highlighted that FY25's weak earnings growth is now being factored into market expectations

Powell shares his insights on the US economy, the Federal Reserve's (Fed's) decisions, and the broader global economic outlook

BS BFSI Summit: Certain pockets may present risks, but the broader market is not in bubble territory, say leading mutual fund CIOs. They also highlight the need for diversified investment portfolios

Rahul Arora, CEO for institutional equities at Nirmal Bang, tells that, with earnings disappointments in India, foreign flows may not return immediately

Jignesh shares his outlook on the midcap and smallcap rally, which he expects to persist over the next two to three years, albeit with intermittent corrections that could present buying opportunities

Within EMs, UBS prefers markets that have attractive fundamentals and valuations, says Sunil

In an interview with Abhishek Kumar in Mumbai, Shah says this view may not hold true if commodity prices go up sharply

As India Inc prepares to unveil its financial performance for the September 2024 (Q2-FY25) quarter, market movement going ahead will likely depend primarily on earnings growth, said Vinit Sambre

Earnings in the banking sector are expected to moderate due to pressure on margins and potential elevated slippages in the unsecured loan book, he says

Investors are switching to sectors with strong earnings visibility. We have changed our portfolio towards high allocation to large-cap, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management

Now, the focus has shifted from creating investor intent through education to enabling easy execution via digital channels

He shares that his focus remains on finding companies that fit their 'U's' philosophy - undervalued, underowned, and undiscovered

There is a notable shift in global perception of India, Sandeep Bhatia said, as it is now seen as a rising star, reflecting growing international admiration