Expert Views
India’s IPO factory is a sign of market maturity, not mania: Venugopal Garre
Bernstein India’s Managing Director Venugopal Garre says India’s markets are entering a “healthy growth” phase in 2025, supported by strong macros, policy liquidity, and earnings recovery. He calls India’s IPO boom a sign of market maturity, not mania, and sees AI infrastructure, financials, and consumption as key investment themes in the coming quarters.
Nifty targeting 25,800 amid strong Q2 numbers; SBI, Shriram Finance among top picks
Markets traded optimistically on BSE expiry day, buoyed by strong quarterly results and key stock performances. Nifty found support, with analysts suggesting a 'buy on dips' strategy targeting 25,800. Banking stocks, particularly PSU banks like SBI, are expected to lead the rally, with Shriram Finance also highlighted for potential gains.
Insurance stocks set for better topline after GST changes: Nischal Maheshwari
As earnings season progresses, Nischal Maheshwari highlights positive trends in life insurance and asset management, favoring SBI Life and HDFC AMC. He advises caution on Axis Bank and Vodafone Idea, sees green shoots in IT despite AI concerns, and backs government-supported manufacturing and defense sectors. Consumption faces headwinds, but e-commerce shows promise, while real estate benefits from liquidity.
Samvat 2082: Bajaj Finserv AMC’s Nimesh Chandan says market like a coiled spring, poised for a rerating
India’s stock market is set for a rerating in Samvat 2082, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. With “markets like a coiled spring,” he expects a revival driven by consumption, metals, and real estate. From steady Nifty earnings to sectoral rotation, Chandan outlines why 2025 could mark India’s next big bull phase.
Market reaction muted despite Trump’s Russian oil claim: Vandana Hari
Oil markets showed little reaction to Donald Trump's claim that India would cease buying Russian oil. Experts cite skepticism due to a lack of official comment from India and ongoing trade talks. Market focus remains on economic factors and expectations of a crude oil glut.
Easy trading and instant rewards fuel short-term investment trends: Rajeev Thakkar
Investment strategist Rajeev Thakkar discussed evolving banking preferences, noting competition among top private and public sector banks. He addressed concerns about SIPs impacting bank deposits, stating money remains within the banking system.
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Markets Videos
Diwali 2025 cracker stocks to light up your portfolio: Experts pick Axis Bank, DLF, Paytm, MTAR Tech and more
This Diwali 2025, market experts Rajesh Palviya (Axis Securities) and Kunal Bothra (Bothra Advisors) reveal their top “cracker stocks” — from Axis Bank, SBI, and Hero MotoCorp to Paytm, MTAR Tech, and DLF. Discover which sectors are set to sparkle this festive season and how to build a winning Samvat 2082 portfolio with smart, selective picks.
Staying calm amid market noise: Rajeev Thakkar’s perspective on investing in transitioning sectors
Fund manager Rajeev Thakkar advocates for simplicity and focus in volatile markets, advising investors to "do nothing when there is nothing to do." He emphasizes valuation discipline over global events for maintaining cash reserves. Thakkar also highlights banking as an underappreciated sector with high entry barriers, offering attractive opportunities.
Market likely to remain range-bound amid global trade uncertainty: Ashi Anand
Indian markets have experienced a lacklustre year due to global trade uncertainties and slowing growth. Ashi Anand of IME Capital anticipates a range-bound market until clarity emerges on these issues. The upcoming Q2 earnings season is crucial for assessing corporate recovery and laying the foundation for future market performance.
Digital commerce, telecom to drive India’s next bull run: Rajesh Bhatia
Indian equities are poised for a significant rebound in 2025, according to ITI Mutual Fund's CIO Rajesh Bhatia. He believes the market has completed its consolidation phase, with earnings set to improve due to fiscal discipline and supportive monetary policy. A reduction in tariffs is seen as the key catalyst for a breakout, potentially leading to new highs.
ETMarkets Smart Talk: Ambit Capital’s Nitin Bhasin explains how tier-2 and tier-3 cities are shaping India’s consumption story
Nitin Bhasin of Ambit Capital highlights the growing consumption power in India's Tier-2 and Tier-3 cities, driven by rising rural incomes and digital penetration. GST cuts are boosting festive sales, particularly in autos and FMCG, with e-commerce volumes soaring in smaller urban centers.
Big India moves on pause till macros, markets tick up: Richard Oldfield
Schroders, a major asset manager, holds a cautious view on Indian equities. The firm is underweight due to slow growth and high valuations. However, Schroders sees significant long-term potential for India. Improved economic performance and supportive valuations would lead to a more constructive outlook on Indian equities. Domestic flows provide a market floor.
Will gold prices go higher? Here's what's driving commodities right now
Gold and silver remain supported by global uncertainty, US-China tariff tensions, and supply constraints, with gold trading near ₹1,23,700 per 10 grams and silver at ₹1,52,000 per kg, offering buy-on-dips opportunities.
Rohit Srivastava's Diwali 2025 strategy: Nifty poised for breakout; buy growth, not defensives
Rohit Srivastava of Strike Money Analytics says Indian markets are set for a breakout as Nifty eyes 26,300. He expects earnings growth to pick up on policy support and liquidity infusion, urging investors to avoid defensives like IT and FMCG and focus instead on financials, autos, metals, power, and real estate.
Gold may glitter, but equities shine brighter; SMEs, NBFCs & niche manufacturing to drive wealth creation: Madhusudan Kela
Market veteran Madhusudan Kela says India’s markets are set for an earnings-led upmove as liquidity, policy support, and AI-driven growth kick in. He’s bullish on AI, power, manufacturing, NBFCs, and SME entrepreneurship, urging investors to stay patient and selective for the next phase of India’s equity story in Samvat 2082.
Andrew Freris: Stay away from US equities; US-China talks meaningless
Ecognosis Advisory CEO Andrew Freris warns investors to stay away from overvalued US equities inflated by AI hype, calling US-China trade talks “meaningless” amid tariff turmoil. He says inflation pressures are tariff-driven, gold and Bitcoin aren’t true safe havens, and Asian markets — except India — offer stronger value amid global uncertainty and geopolitical tensions.
