The US economy and US President Donald Trump’s “America First” trade policies will be the two biggest drivers for markets going forward, according to Robert Subbaraman, Head of Global Macro Research at Nomura. He believes Trump’s focus has shifted from Wall Street to Main Street, meaning his policies may not be as concerned with stock […]
India is now the second least favoured Asian stock market, BoFA Survey says – CNBC TV18
Indian equity markets have become the second-least favoured stock market in Asia, according to the latest Bank of America (BofA) fund manager survey. Company Value Change %Change Benchmark indices in India have been under pressure since the start of 2025 as an exodus of foreign investors and muted earnings growth have dragged the Nifty 50 […]
Rahul Chadha’s investment strategy for industrial and consumer stocks – CNBC TV18
Shikhara Investment is taking a selective approach to the consumption space, favouring autos, hospitality, hotels, travel, and tourism, while staying cautious on certain consumer staples due to high valuations. Founder and CIO Rahul Chadha, pointed out that some segments, like paints, value retail, and quick commerce, face rising competition and margin pressures, making them less […]
Manishi Raychaudhuri flags two key concerns for India’s markets – CNBC TV18
Manishi Raychaudhuri, Chief Executive Officer of Emmer Capital Partners, says two factors make him cautious about the Indian market in the near term: slowing earnings growth and high valuations. “Earnings estimates have been declining since late September, dropping by 6-7%, and this has been broad-based across sectors, be it domestic or international revenue dependent,” he […]
Morgan Stanley strategist says slowdown in India temporary, FPIs to be ‘very engaged’ in 2025 – CNBC TV18
India’s earnings slowdown is expected to be a temporary 2-3 quarter phenomenon, after which earnings growth could return to 15-20% annual compounding in rupee terms, according to Jonathan Garner, Chief Asia and Emerging Markets Equity Strategist at Morgan Stanley. Morgan Stanley projects India’s GDP growth at 6.3% for 2024-25 (FY25) and 6.5% for 2025-26 (FY26), […]
Indian market needs 5-6% more correction for better valuations: Andrew Holland – CNBC TV18
“If the market was to fall another 3-5%, valuations will start to become a little more compelling. We’re getting to oversold territory, particularly in the banking index, which might see bounces,” according to Andrew Holland, CEO at Avendus Capital Alternate Strategies. Company Value Change %Change Holland noted that weaker economic growth and earnings revisions are […]
Pankaj Murarka expects modest market returns, investment-led sectors outpacing consumption in 2025 – CNBC TV18
Pankaj Murarka, CEO and Chief Investment Officer at Renaissance Investment Managers, which manages over ₹1,000 crore in assets, expects high single-digit market returns in 2025. He remains cautiously optimistic due to India’s high valuations and a cyclical economic slowdown. He believes this will be a year of stock picking, with wide sectoral and stock-level dispersions […]
DSP Mutual Fund highlights growth opportunities in rural consumption, IT, and healthcare – CNBC TV18
In India, several sectors show strong growth potential, including rural consumption, building materials, healthcare, and IT, says Vinit Sambre, Head of Equities at DSP Mutual Fund, which manages assets worth $21.45 billion. Company Value Change %Change Sambre emphasised the potential revival of rural themes after a prolonged period of underperformance, driven by welfare spending and […]
Sensex target set at 93,000 by December 2025, says Morgan Stanley – CNBC TV18
Morgan Stanley has set an ambitious target for India’s benchmark Sensex, projecting it to reach 93,000 by December 2025, driven by a combination of structural and cyclical factors. Jonathan Garner, Chief Asia & EM Equity Strategist at Morgan Stanley is optimistic about India’s economic trajectory, emphasising that the nation remains one of the firm’s top […]
Soil in India is fertile for entrepreneurs, says Manish Chokhani – CNBC TV18
India’s entrepreneurial ecosystem continues to flourish, with fertile ground for businesses to grow and thrive, says Manish Chokhani, Director of Enam Holdings. Speaking on investment strategies, Chokhani emphasized that the price investors pay is the only factor within their control. “In times like these, it’s crucial to double down rather than lose faith,” he advised, […]