Market Interviews

Indian equity market has more room to correct: Manishi Raychaudhuri

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

During downturns quality stocks truly survive, thrive: Saahil Murarka

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

Earnings downgrades widespread and more expected, says Andrew Holland

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

FII flows will return to normalcy in medium-term, says Mihir Vora, TRUST MF

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

Midcaps often misunderstood as being too risky, says Neelesh Surana

Surana shares his insights on navigating uncertain market conditions

Aim for 60-40 ratio, where 40% is green, rest is fossil by 2032: NTPC CMD

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

More investor education about REITs is needed: Certus Capital founder

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

FY25 as weak-earnings year is gradually getting priced in: Chhaochharia

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

Market volatility partly driven by structural changes, says Ben Powell

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

BS BFSI Summit: MF CIOs flag market risks, stress need for diversification

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

Nifty may consolidate between 22,000 and 26,000, says Rahul Arora

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

Moderate rally in Samvat 2081; DIIs key drivers, says Jignesh Desai

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

'UBS underweight in Indian equities vs other EMs': Sunil Tirumalai

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

50 bps cut in interest rate likely by March 2025: Axis Mutual Fund

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

Don't mistake recent pullback in equities for a bear market: Vinit Sambre

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

A Nifty pullback needs to be taken in stride, says Sharekhan's Gaurav Dua

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

Time to think contrarian in market; pick quality over value: Nimesh Chandan

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

Role models like Rakesh Jhunjhunwala inspire new investors: Hiren Ved

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

Investors must temper return hopes after stellar equity run: Jaipuria

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

India's one of the most crowded trades for FIIs, says Sandeep Bhatia

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