Category: Market Outlook

Sushant Bhansali is the CEO at Ambit Asset Management. Ambit Asset Management CEO Sushant Bhansali thinks that the Indian market, which has been scaling new highs, shrugging off weak global cues, has already priced in rate hikes by the Reserve Bank of India and the US Federal Reserve. Bhansali, who has more than 19 years […]

Piyush Garg of ICICI Securities “Going forward, we are positive on Indian equity markets but given the higher valuation, a further rise may be muted,” Piyush Garg of ICICI Securities says in an interview to Moneycontrol. Markets are coming out of the last 1.5 years of range as the US dollar and inflation seemed to […]

Manish Sonthalia believes the bull run in Indian equities will continue moving forward and market performance will get stronger moving forward. Manish Sonthalia of Motilal Oswal AMC Foreign institutional investors will continue to buy Indian stocks and support the markets in 2023 based on strong earnings and upbeat outlook for FY’23 and FY’24, said Manish Sonthalia, […]

Manishi Raychaudhuri Asia-Pacific Head of Equity Research and Asian Equity Strategist – BNP Paribas (Image Source: Twitter/ @Manishi_R) For the Indian economy, “the strongest tailwind is a rapid cyclical recovery apparent in strong credit growth revival and robust growth in GST collections,” says Manishi Raychaudhuri, Head of Equity Research – Asia Pacific at BNP Paribas […]

Jiten Doshi is the Co-Founder and Chief Investment Officer at Enam Asset Management Company This is India’s decade and returns from equities should outpace other asset classes, Jiten Doshi, Co-Founder and Chief Investment Officer of Enam Asset Management Company, says in an interview to Moneycontrol. With an experience of over 30 years in capital markets, […]

Bhasin believes that a bit of an upside is yet to be seen in the stock market where the Nifty may hit 18,800-18,900 points. Sanjiv Bhasin. It is a good time to withdraw money from the Indian stock markets or ‘take some money off the table’ as correction in the markets is likely to happen […]

Sahil Kapoor is the Head Products and Market Strategist at DSP Investment Managers From the list of recently listed companies, there are just a few that are on track of profitability and would make sense for investment at lower valuations, Sahil Kapoor of DSP Mutual Fund says in an interview to Moneycontrol. He, however, feels there […]

“Earnings outlook for industrial companies remains buoyant. But, unlike PSU banks, valuations here are more rich. Thus, it’s possible that these companies consolidate in the near term,” Niket Shah of Motilal Oswal AMC says in an interview to Moneycontrol. On the PSU banks, which are coming off from a decade of distress, the Senior Group […]

Jimeet Modi of SAMCO Ventures “We are extremely bullish on the consumption space, because most of the inflation and margin pressures are behind us,” Jimeet Modi, Founder & CEO, Samco Ventures, said in an interview to Moneycontrol. He also finds the technology space attractive, where Modi believes that nearly all the bad news has been […]

Sameer Kaul of TrustPlutus Wealth Sameer Kaul of TrustPlutus Wealth is of the opinion that the market pressure points of 2022 will not be at play in 2023 as they show signs of reversal for the better. But participants would do well to keep an eye on the rate of growth of major economies as […]

Ram Kalyan Medury of Jama Wealth PB Fintech is a good proxy for insurance demand in the country, but that does not necessarily mean that we simply buy and hold the stock forever, Ram Kalyan Medury, Founder-CEO, JamaWealth, said in an interview to Moneycontrol. With 23 years of experience in technology and financial services, Medury […]

“The medium-term outlook for India remains relatively better. The structural shifts in India’s economy have started yielding results,” Arun Malhotra of CapGrow Capital Advisors says in an interview to Moneycontrol. The manufacturing sector, driven by PLI (production-linked incentive) schemes and China + 1 factor, has pushed industrial growth, leading to higher capex and kick-start of […]

On November 24, the Nifty 50 reported a record closing high of 18,484 and now remains 120 points away from its previous record high of 18,604. The Nifty 50 index is likely to cross the 18,950 mark in the month of December, implying a new record high for the benchmark index, according to Gautam Shah […]

Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital “India is on a very strong domestic growth path, which is only likely to grow stronger with decreasing global macro uncertainty and the resilient US economy, which has a 50-year-low 3.5 percent unemployment rate and a strong consumer spending outlook for the festive season (Christmas […]

Gautam Duggad Indian stock market beat the estimates for the July-September quarter of FY23 as Corporate India financials played a big catalyst, said Gautam Duggad, head of research and institutional equities at Motilal Oswal Financial Services. “The July-September quarter went slightly better than what we had anticipated and there are a couple of factors which drove it,” he said […]

Divam Sharma is the Founder of Green Portfolio “We are cautiously bullish going into 2023,” Divam Sharma of Green Portfolio says in an interview to Moneycontrol. Rather than the bluechips, he sees more run up in the broader markets (midcaps and smallcaps) in 2023 considering the valuations. The smallcase manager and co-founder of Green Portfolio […]

Basant Maheshwari of Basant Maheshwari Wealth Advisers LLP The valuations of some of the new-age companies have been so out of whack that even after a 50-60-percent correction with relentless cash burn and no sight of profitability, they do not make sense from any investment standpoint, Basant Maheshwari of Basant Maheshwari Wealth Advisers LLP says […]