Category: Market Outlook

Holland mentioned that increased hiring freezes and layoffs across the technology sector globally, including by companies such as Apple and Amazon, are going to negatively impact Indian markets as well Growth in the auto and auto ancillary sector is going to be exponential on the back of reasonable valuations, said Andrew Holland, chief executive officer […]

Aditya Sood of InCred PMS InCred PMS expects market returns to be in line with the earnings growth with limited room for the P/E multiple to expand. There is a divergence in valuation in many sectors, which could be a constructive environment for bottom-up stock picking, Aditya Sood of InCred PMS says in an interview […]

Anil Rego of Right Horizons The overall corporate earnings growth looks muted so far but banking and automobile look upbeat, according to Anil Rego of Right Horizons PMS. The banking space reported strong topline growth because of healthy disbursements and higher loan rates and robust earnings growth on the back of good growth in advances, lower […]

Ridham_Desai India has done a lot of heavy lifting over the last few years, said Ridham Desai, head of India – equity research & India equity strategist at Morgan Stanley. Calling it a quintessential self-help story, Desai said, “India is helping itself probably dominate the world. It’s already hazardous to forecast a decade so I […]

“Even if the market were to touch record highs, it will continue to be treated as a large bull market correction,” Jai Bala told CNBC TV18 Upside in Indian market which has been witnessing sharp movements in line with global markets is likely to be limited, said chief market technician of Cashthechaos.com. “Even if the market were […]

CapGrow Capital Advisors believes 2023 could be a much better year for the equity market as the private sector capex picks up, earnings momentum continues to gain traction and the time and price corrections in the past one year have led to valuations becoming moderate. The Reserve Bank will hold a special meeting of the […]

Arun Chulani of First Water Capital Fund First Water Capital Fund co-founder Arun Chulani believes inflation will continue to make headlines through the rest of the financial year. “It’s a game of wait and see on what happens in the geo-political world,” he says in an interview to Moneycontrol. Seasoned in finances for over 20 years, […]

Ahead of the US Federal Reserve’s policy outcome this week, market participants are anticipating another steep interest rate hike by the US central bank to curb rising inflation globally. Chris Wood, global head of equity strategy at Jefferies, believes that this will be important and that there is a possibility of a year-end rally in […]

In an interview with CNBC-TV18, managing director Arun Jain said high inflation in the European market had hit the company slowing down decision-making Shares of Intellect Design Arena cracked in early trade on October 31 hitting a 52 week low after a weak September quarter saw the firm’s margin contract 10 percent. The company posted […]

Arvind Chari, Chief Investment Officer at Q India (UK) Ltd, an affiliate of Quantum Advisors There is a larger macro-structural reason where India may see large inflows from foreign investors. And, that’s due to geopolitics and structural reasons, according to Arvind Chari of Q India (UK) Ltd, an affiliate of Quantum Advisors. Talking to Moneycontrol, […]

Raghvendra Nath is the Managing Director of Ladderup Wealth Management “It is very likely that inflation remains sticky in the developed world for many more quarters,” Raghvendra Nath of Ladderup Wealth Management told Moneycontrol in an interview. The source of inflation is not just rising oil prices. The root cause is the unbridled liquidity that […]

Kunal Valia of Waterfield Advisors “It is difficult to estimate that inflation is likely to peak out in this calendar year. However, given the expeditious and synchronised tightening by global central banks, demand is likely to come off due to cooling down in the labour market,” Kunal Valia of Waterfield Advisors told Moneycontrol in an […]

Tailwinds are strong and India directionally is looking very strong and upwards, so chances of an upswing are more than potential downswing in the equity market, but it will remain volatile, Ajay Garg, Managing Director at Equirus says in an interview to Moneycontrol. Equirus is cautiously optimistic about the IT space as it still believes […]

Hou Wey Fook of DBS Bank Macro risks for India are by no means fading, particularly from high oil and food prices and potentially further rate hikes. The Indian market is vulnerable to a turn in risk appetite due to its high valuation, Hou Wey Fook, Chief Investment Officer at DBS, shares in an interview […]