“We will see a lot more companies list, a lot more companies come up, lots of very interesting things to happen in the next 10 years,” says Deepak Shenoy, Founder, Capital Mind.I just want to get your general sense on the market because after the kind of carnage that we have seen on D-Street, we … Read more
“I would say that maybe the worst is over unless there is additional bad news and certainly, investors should raise their exposure to equities,” says Dipan Mehta, Director, Elixir Equities. When everybody was, in a sense, worried about FII flows, what will happen to Donald Trump, what will happen to dollar index, markets have bottomed … Read more
“Policy relaxations in terms of risk weightages, ignored by the markets, and the third important point is the policy rate cut action after five years ignored by the markets,” says Pankaj Tibrewal, IKIGAI Asset Managers.Well, could have been better if markets were better.Pankaj Tibrewal: These are all cycles. You have seen it all across. So, … Read more
“I think that will depend frankly on what you were just discussing which is what does the Indian government, what do the regulators, what do the central bank do,” says Arvind Sanger, Geosphere Capital Management.I am assuming it is a yes to the comments what me and Ayesha were discussing right?Arvind Sanger: Yes, I largely … Read more
“Stocks like L&T, despite no significant negatives as such, has fallen more than 20% from the top, so that offers value. Auto stocks are at reasonable valuations. The only issue there is now related to the tariff news, etc. So, over the next two-three weeks that would get clearer and that could give opportunities out … Read more
“Going ahead what is interesting is markets are oscillating in a falling wedge pattern and Nifty today took support at the lower end of the wedge pattern and there it is trying to post a recovery. It will be interesting to see if market actually manages to scale past the resistance levels of 22,650, 22,700,” … Read more
“We have seen the US dollar index actually fall 2% this year, not rise. We have seen bond yields cool off significantly. And today, US is 70% of the world market capitalisation, up from maybe around 30% a few years back,” says Sandip Sabharwal, asksandipsabharwal.com.Are we now really reaching what could be called as the … Read more
Foreign investors have pulled out over Rs 23,710 crore from the Indian equity markets so far this month, pushing total outflows past Rs 1 lakh crore in 2025 amid rising global trade tensions. Going forward, V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services, believes that revival of FPI investment in India will happen when … Read more
“I think as an investor in India you have slightly better advantage for looking at incumbents and the reason is simple because we do not have the entire value chain of products that go into an EV that are coming from India,” says Raunak Onkar, PPFAS MF. It does not matter whether EV or ICE, … Read more
“There has been some pickup, whether in GDP numbers, in earnings growth, or in top line or something for it to get some trigger or some reason to be bullish about or to add on to what the current holding is, so that is what the whole situation is,” says Aman Chowhan, Abakkus Asset Manager.Let … Read more