Category: Market Outlook

Naveen Chandramohan is the Founder & Fund Manager at ITUS Capital. “2023 is going to be a volatile year for the markets with risk-reward to the downside. It is going to be a great year to deploy capital and build portfolios for returns next year,” Naveen Chandramohan, Founder and Fund Manager of ITUS Capital says […]

Prateek Pant, Chief Business Officer at WhiteOak Capital Asset Management “In two-wheelers, the entry-level segment category is facing some challenges. In addition, the weak monsoon forecast will also weigh on rural sentiments,” Prateek Pant, Chief Business Officer at WhiteOak Capital Asset Management told Moneycontrol in an interview. He believes the overall demand outlook for passenger […]

Nirakar Pradhan of Finkasturi Nivesh “Exports continues to be a problem area for auto companies as key markets in Africa face demand issues. This could take a few months to resolve,” Nirakar Pradhan, the WealthBasket Curator, Founder & Chief Investment Advisor at Finkasturi Nivesh told Moneycontrol in an interview. On the contrary, he believes domestic […]

Amit Jain of Ashika Global Family Office Services “There is a very high chance that we see a hike of 50 basis points in the upcoming Fed meeting on March 22, 2023,” Amit Jain, Co-Founder of Ashika Global Family Office Services says in an interview with Moneycontrol. Given this scenario, he feels a consistent uptick […]

Anil Rego of Right Horizons “In the pharma space, we are bullish on companies available at reasonable valuations with CDMO segments since it supports pharmaceutical companies in the process of making medicines by providing services in the research and development stages, offering support in manufacturing, and providing formulating and finishing processes,” Anil Rego, Founder and […]

Santosh Joseph of Refolio Investments Renewables has to be a global theme because it just cannot be that one country will invest in renewables and the other countries won’t. I guess this theme will be more systemic across the board theme, Santosh Joseph, CEO and Founder of Refolio Investments says in an interview to Moneycontrol. […]

Unmesh Kulkarni, Managing Director-Senior Advisor, Julius Baer India. “The key challenge currently for the Indian economy is the softening demand environment, especially with persistent weakness in rural demand,” Unmesh Kulkarni, Managing Director Senior Advisor and Head of Markets & Advisory Solutions at Julius Baer in India says in an interview with Moneycontrol. The rising interest rates […]

Hardik Doshi of White Whale Partners “While valuations have seen a time correction over the last eighteen months, they are still above historical averages. This remains the biggest headwind for the Indian stock markets,” Hardik Doshi, WealthBasket Curator, and Head – Portfolio Management at White Whale Partners told Moneycontrol in an interview. He believes that […]

Divam Sharma, Founder of Green Portfolio “We believe interest rate cut should come in Q4 of this calendar year. Even the rate pause or a commentary towards growth concerns from US Fed should be positive for the markets,” Divam Sharma, Founder of Green Portfolio told Moneycontrol in an interview. He feels the markets are in the […]

V Srivatsa, Executive Vice President & Fund Manager at UTI AMC “The big challenge is the high-interest rates and high level of interest in the fixed income, which would cap the valuations of equity markets and also increase the cost of equity for the equity markets,” V Srivatsa, Executive VP & Fund Manager – Equity […]

Vivek Goel of Tailwind Financial Services “We do believe that monetary policy risk looms and that can continue to keep FII flows volatile in the next few months,” Vivek Goel, joint Managing Director at Tailwind Financial Services, says in an interview with Moneycontrol. However, “as we get close to Fed policy meets scheduled in May […]

Ajay Srivastava Stocks continue to be very expensive, even as the market is seeing a normalisation. As people move to fixed income, the incremental money flows are slowing down, said Ajay Srivastava, CEO of Dimensions Corporate Finance Services, while speaking with CNBC-TV18 in an exclusive conversation. He recommended investors balance their portfolios and get into fixed-income […]

Shailendra Kumar of Narnolia Financial Advisors Looking at strong domestic trends, during the current correction, Indian auto stocks that have lower global exposure look attractive for investments, Shailendra Kumar, Chief Investment Officer at Narnolia Financial Services says in an interview to Moneycontrol. Among auto stocks, with growth-in-value investing style, he believes commercial vehicles and passenger […]

Stock Market Today: In FY24, “earnings growth is expected to be in low to mid-teens and valuations are at fair levels from a 10-year average perspective,” Sandip Bansal of ASK Investment Managers told Moneycontrol in an interview. The Associate Director at ASK feels that globally, the market will take cues from geopolitics including the course of […]