Markets have been in a corrective phase for about six months. According to Harish Krishnan, Co-CIO & Head-Equity at Aditya Birla Sun Life AMC, which manages assets worth nearly $44 billion, this started as a normal correction—driven by high valuations and slowing earnings—but has now been worsened by global uncertainty like US tariff actions. Index […]
Madhu Kela sees $6-billion opportunity in this sector over the next three years – CNBC TV18
India’s Contract Research Development and Manufacturing Organisation (CDMO) industry is set for a significant boom, with an estimated $6 billion opportunity over the next three years, according to Madhu Kela, Founder of MK Ventures. He said that India currently holds just 4% of the global CDMO industry, presenting vast potential for growth. The total global […]
More RBI rate cuts likely until demand improves: ICICI Prudential AMC – CNBC TV18
The Reserve Bank of India (RBI) is anticipated to implement two more interest rate cuts to stimulate the Indian economy, according to Manish Banthia, CIO of Fixed Income at ICICI Prudential AMC – which manages funds worth $2.3 billion. However, future policy adjustments will depend heavily on the economic data, as monetary policy operates with […]
A $22 billion fund manager expects this sector to bounce back by end of the year – CNBC TV18
Vineet Sambre, Head of Equities at DSP Mutual Fund, which manages over $22 billion, expects the consumption sector to recover by year-end. He acknowledges the ongoing uncertainty, citing “shifting wallet shares and changing spending patterns.” To navigate this, he suggests investors build a diversified portfolio of consumer discretionary stocks, anticipating that tax benefits and welfare […]
Indian market correction is temporary, not a bear phase, says Envision Capital’s Nilesh Shah – CNBC TV18
The Indian market is currently undergoing a correction, but not entering a bear market, says Nilesh Shah, Managing Director and CEO at Envision Capital — which manages funds worth ₹1367.27 crore. “I would be in the correction camp,” he said. He considers corrections of 15-20% as “pretty much powerful” and a normal occurrence even in […]
Retail-favoured stocks see steeper losses in latest market rout – CNBC TV18
Retail investors are known for bearing the brunt of market sell-offs, often experiencing steeper losses compared to seasoned institutional investors. An analysis of NSE500 companies reveals that stocks where retail investors hold at least 20% of outstanding equity have plunged 44% from their 52-week highs. In contrast, stocks with higher domestic institutional investor (DII) ownership […]
How far is India from a bear market? Shankar Sharma weighs in – CNBC TV18
Shankar Sharma, the founder of GQuant Investec, issued a stark warning about the sustainability of India’s stock market at the Moneycontrol Global Wealth Summit 2025 in Mumbai on Friday, March 7. Speaking during a panel debate with Samir Arora of Helios Capital, Sharma raised concerns that India could be closer to a bear market than […]
‘Always a good time to invest’: WhiteOak’s Prashant Khemka on why investors shouldn’t wait – CNBC TV18
Prashant Khemka, Founder of WhiteOak Capital Management, which manages over ₹5,800 crore in assets, advises investors to avoid timing the market and focus on long-term investments. “I generally tend to always believe it’s a good time to invest and not try and time the market.” Market fluctuations are natural and should not deter long-term investors. […]
Ashmore CEO: Investor shift from India to China is temporary – CNBC TV18
The recent outflow of foreign capital from India to China is not permanent, as investors will eventually rebalance their portfolios, said Mark Coombs, CEO of Ashmore Group, at the Moneycontrol Global Wealth Summit 2025. Coombs said valuations played a major role in the fund outflows, as India’s stock market had become relatively expensive. “China is […]
Zerodha’s Nithin Kamath warns of declining market activity, STT revenue shortfall — here’s why – CNBC TV18
Amid the ongoing stock market volatility, including today’s (February 28) significant crash, Zerodha Co-Founder Nithin Kamath pointed to a sharp downturn in the broking industry. He highlighted a “massive drop” in trader activity and trading volumes, which have fallen by more than 30%. For the first time in 15 years, the industry is experiencing degrowth, […]