Expert Views
Earnings rebound to drive next market rally; consumption to lead growth: Rakesh Vyas, Quest Investment
Quest Investment Managers’ Rakesh Vyas expects Indian markets to break out of their consolidation phase as earnings rebound 12–13% over the next few quarters. He sees consumption leading the next growth cycle, with hospitality, real estate, and retail emerging as key sectors. FII outflows may reverse gradually as India’s earnings visibility and macro strength improve.
Staying away from Lenskart IPO, bullish on BFSI, platforms, and hospitals: Dinshaw Irani
Helios Mutual Fund’s CEO Dinshaw Irani says the fund avoided the Lenskart IPO due to high valuations and limited growth visibility. Irani remains bullish on BFSI, platform companies, hospitals, and hospitality, but bearish on IT amid AI disruption. He prefers SBI among PSBs and avoids metals entirely due to cyclical risks and China’s dominant influence.
Defence stocks still have firepower; BEL, HAL, Data Patterns among top picks: Pankaj Pandey
Pankaj Pandey of ICICI Direct provides a sector-wise outlook. He sees strong performance in automobiles, with M&M and Hyundai leading. The chemical sector, especially fluorochemicals, shows promise. Defence stocks, particularly PSUs like Bharat Electronics, are expected to sustain high growth. Titan's jewellery business is set for steady growth, aided by softening gold prices and the marriage season.
Market consolidation at 26,000 healthy, broader momentum remains strong: Pankaj Pandey
Indian stock markets are consolidating after recent gains. Economic indicators show positive trends, with auto sales performing strongly. Sector rotation is adding stability, with PSU banks and oil and gas sectors showing strength. Private banks and NBFCs are also expected to perform well. Refining margins remain robust, making the sector attractive.
From AI chips to EVs: Why M&G’s Vikas Pershad sees Asia, not the US, leading the next market rally
Global equity markets are entering a new era driven by technology, policy, and demographics, says Vikas Pershad of M&G Investments. He expects long-term gains led by AI hardware, clean energy, and structural reforms in Asia. China’s rise in innovation and India’s improving macro setup will define the next growth phase, making Asia the focal point for global investors.
India’s IPO boom signals market depth, but caution advised: Santosh Rao
India's booming IPO market, now the world's fourth-largest, signals capital market maturity. However, investors are cautioned to carefully assess companies for solid fundamentals and clear profitability paths, as not all new listings possess strong underlying businesses. Global economic factors, including cooling oil prices and US-India partnerships, are expected to further bolster India's positive investment outlook.
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Fertilizer stocks poised for growth amid policy push: Siddhartha Khemka
Investors are cautiously optimistic across sectors. Siddhartha Khemka of Motilal Oswal sees strength in chemicals and fertilizers, with Coromandel International and PI Industries favored. He expects a steady quarter for SBI, citing strong asset quality. The metals outlook is turning positive, with Tata Steel benefiting from domestic demand and global cues. Khemka has a buy rating on Tata Steel.
Nifty headed for 5% drop? Dharmesh Kant flags weak earnings & auto slowdown
Indian markets turned volatile with Nifty slipping below 25,800 as Q2 results disappointed, says Dharmesh Kant of Cholamandalam Securities. With BFSI and IT posting modest growth and muted sector guidance, Kant expects a 4–5% correction in November. He remains bullish on PSU banks, metals, and defence, while expecting profit-taking in auto stocks amid weak festive volumes and high valuations.
Motilal Oswal’s AUM jumps 55% YoY; housing finance, AMC, and wealth units drive record profits
Motilal Oswal Financial Services (MOFSL) posted strong Q2 results with AUM up 55% YoY, driven by ₹14,000 crore inflows and 17 lakh new SIPs. The firm reported record operating profit of ₹554 crore, while housing finance disbursements jumped 50% YoY. CFO Shalibhadra Shah said stable asset quality, rising spreads, and lower funding costs will sustain growth momentum.
Capri Global aiming for ₹50,000 crore AUM by FY28; betting on gold loans and MSME growth: Rajesh Sharma
Capri Global MD Rajesh Sharma expects FY25 AUM growth of 40%, driven by branch expansion and tech efficiency, and targets ₹50,000 crore AUM by FY28. With a focus on secured gold and MSME lending, the company aims to sustain 4% ROA and 18% ROE while cutting its cost-to-income ratio to 40% over the next 18 months.
F&O Talk| Nifty logs 11 sessions of tight moves post 1,500-point rally. Here are the key levels Sudeep Shah is eyeing
Markets ended lower after a four-week rally due to profit-booking and mixed global signals. While broader indices showed strength, sectors like Auto and IT faced pressure. Analysts suggest PSU Banks, Oil & Gas, and Realty are poised for outperformance, with specific stock recommendations provided for investors seeking opportunities.
Mind Over Money: How meditation, fitness & sports shape Shripal Shah’s leadership at Kotak Securities
Shripal Shah, CEO of Kotak Securities, reveals how meditation, fitness, and sports cultivate leadership. Mindfulness aids clear decision-making under pressure, while strategic games like chess mirror business adaptability. Running fuels focus, and sports teach resilience in both victory and defeat, fostering a balanced approach to a demanding career.
Nifty breakout above 26,200 imminent, PSU banks and metals to lead next rally: Gautam Shah
Market strategist Gautam Shah, Founder of Goldilocks Premium Research, expects the Nifty to break past 26,200 soon, opening room for a 5–10% upside. He remains bullish on PSU banks, metals, and real estate, while maintaining caution on IT. With strong technical support at 25,600, Shah sees India entering its next bullish phase.
Every dip a buying opportunity, Paytm, Coforge top bets: CA Rudramurthy BV
Market veteran CA Rudramurthy BV anticipates India's benchmark indices to reach new record highs, viewing market dips as buying opportunities. He highlights strong earnings, renewed FII buying, and easing global uncertainties as key drivers for the ongoing rally. Rudramurthy is particularly bullish on IT, PSU banks, OMCs, metals, and new-age tech platforms.
Invest in Lenskart IPO for listing gains, long-term buyers should wait: Rahul Shah
Indian markets are driven by strong earnings momentum, with the current season exceeding expectations. Investors are buying dips as large-cap companies, including IT majors, meet street forecasts. Sectors like autos, defence, and real estate show positive trends, while FMCG demand is picking up, especially in rural areas.
Swiggy, Zomato duopoly to stay strong; Reliance entry won’t disrupt market: Karan Taurani
Karan Taurani of Elara Capital says quick commerce expansion could delay profitability for Swiggy and Zomato beyond FY27, even as Blinkit and Eternal emerge stronger. Reliance’s dark store strategy won’t disrupt leaders. Taurani remains bullish on Radico Khaitan in alcobev and prefers Jubilant FoodWorks and DMart among discretionary consumption stocks.