Author: India

Anand Dalmia of Fisdom “2022 has been a story of opportunity in adversity. The biggest learning from markets in 2022 is the virtue of humility and importance of developing conviction,” says Anand Dalmia of Fisdom. And next year, he adds, is expected to create a conducive environment for domestic business growth, earnings expansion and a […]

His investing tip: “… we live one month, one week, one year at a time and that’s how we really have to play our innings. It’s like cricket.” CEO Marathon Trends Advisory Pvt Ltd A potential slowdown in the US markets over the next few months could decide the trajectory for Indian markets as well, Marathon […]

Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital Dr Vikas Gupta of OmniScience Capital is optimistic about the next calendar year and the upcoming financial year. In an interview to Moneycontrol, the CEO and chief investment strategist shares that the US will have a fast lowering inflation profile, 0-1 percent GDP growth and […]

His investing tip: “… we live one month, one week, one year at a time and that’s how we really have to play our innings. It’s like cricket.” CEO Marathon Trends Advisory Pvt Ltd Stock markets have been choppy and moved sharply this year, tracking steep movements in global macroeconomic conditions such as inflation, bond yields […]

Rajiv Shastri, Director & Chief Executive Officer at NJ Asset Management With a strong economy and sustained flow, Rajiv Shastri of NJ Asset Management expects the Indian equity markets to perform very well in the coming years. Over the last three decades or so, the Indian equity market has proved its ability to create wealth […]

Shailendra Kumar of Narnolia Financial Advisors “During this decade, India surely would be a larger economy than Germany and will be slightly ahead of the current third largest economy Japan,” Shailendra Kumar of Narnolia Financial Services says in an interview to Moneycontrol. He believes earnings growth will remain structurally strong for multiple sectors going forward […]

Fineman believes India will turn out to be stronger compared to other markets in the current global environment Sharing his views on investing in equities, Fineman said that he sees Asian equities to be cheaper than equity markets in the US and believes India will turn out to be stronger compared to other markets in […]

Vineet Bagri of Athena Investments In CY23, “equity investors would be better off focusing on pockets of domestic growth versus export-driven companies,” Vineet Bagri of Athena Investments told Moneycontrol in an interview. Another interesting theme to watch for over the next year, he said, is the performance of companies that have strong brands but that […]

“While the rate hike is a given, with international crude oil prices remaining steady, inflation stabilising, albeit at still reasonably elevated levels, and Indian retail investors continuing their participation in the equity market, we believe that the breadth of the market can improve,” Harshad Patil, Executive Vice President and Chief Investments Officer of TATA AIA […]

Naveen Chandramohan is the Founder & Fund Manager at ITUS Capital. “I believe we will continue into the tightening cycle in the first half of the year before Fed looks to re-evaluate its mandate. This could potentially lead to earnings for global corporates slowing down versus expectations,” Naveen Chandramohan of ITUS Capital says in an […]

Sonam Srivastava is the Founder of Wright Research In case of a worldwide recessionary environment, sectors whose earnings are linked more to the global market, like Pharma and IT, will be impacted and see downgrades, Sonam Srivastava of Wright Research says in an interview to Moneycontrol. But, she believes banks are an excellent pick for […]

“So we think that the economy is a lot closer to the pre-pandemic path than what even official data is suggesting,” he said The Indian economy is growing faster and doing way better than what is captured by the country’s official data, said Neelkanth Mishra, head of equity strategy India and Asia Pacific at Credit Suisse. “We […]

Rajesh Cheruvu of LGT Wealth India “As suggested by the US Fed and its dot chart, another 50-75 bps hike during 2023 can be seen, as consumer inflation is still well above their objective of 2 percent,” Rajesh Cheruvu of LGT Wealth India says in an interview to Moneycontrol. He feels that decades-low unemployment with […]

(Image: Bloomberg/File) India is growing faster than what is captured by the country’s official data, and it presents a case for an upgrade of equities outlook, a Swiss brokerage said on Thursday. Upgrading Indian equities to ‘benchmark’ from ‘underweight’, Credit Suisse said there is a scope for a growth of up to 14 per cent […]

Credit Suisse. (Representative Image) Credit Suisse’s Global Equities Strategy team has upgraded India from ‘Underweight’ to ‘Benchmark’ for 2023, on the back of the country’s underlying economic strength. The foreign brokerage held back from upgrading India to ‘Overweight’ because of high-valuation premium and the weakening balance of payments (BoP). India’s BoP, a measure of how […]

Viraj Gandhi of Samco Mutual Fund “June lows in 2023 cannot be ruled out completely. International factors such as intensification of China-Taiwan conflict or Russia-Ukraine war and inflation staying sticky for longer than expected leading to elevated interest rates across the globe can materially derail the markets,” Viraj Gandhi of Samco Mutual Fund said in an […]

Anil Rego of Right Horizons “The US economy facing a downturn for a prolonged duration, the slowdown in Europe, becoming more severe than expected, China continues to be cautious, reopening slowly, and Brent prices crossing levels of $ 100-110 per barrel are the major challenges to markets,” Anil Rego of Right Horizons says in an […]