Expert view on markets: Mohit Khanna, CFP, Fund Manager, Purnartha One Strategy, believes the Indian stock market may remain rangebound until we get clarity on trade negotiations with the US. In an interview with Mint, Khanna shared his views on key risks for the markets, sectors that can generate alpha and trends of Q4 earnings….
Expert View on Markets: Divam Sharma, co-founder and fund manager at Green Portfolio PMS, believes the Indian stock market is poised to rebound. In an interview with Mint, Sharma pointed out that, historically, markets recover three to six months before the economy. Therefore, he sees this as a good time to increase equity allocation rather…
Expert view: Naveen Kulkarni, Chief Investment Officer at Axis Securities PMS, believes the Indian stock market has entered an oversold zone and looks set for a rebound. In an interview with Mint’s Nishant Kumar, Kulkarni said that gold is an important asset class to consider, but it shouldn’t come at the expense of equity investments….
Expert view: Deepak Ramaraju, Senior Fund Manager at Shriram AMC, believes a populist budget may strain the fiscal deficit and result in further rupee weakness. This will lead to lower rate cuts and delays in economic growth. Moreover, any miss on fiscal prudence or lower growth guidance may trigger a further selloff in the Indian…
Expert view: Puneet Sharma, the CEO and fund manager at Whitespace Alpha, believes that while a correction of more than 10 per cent is not the most likely scenario, it is within the realm of possibility, primarily due to global factors such as a sharp slowdown in global economic growth or a major geopolitical event….
New investors should be cautious as they invest in the financial markets since we are already half-way through the bull run. And a lot of sectors and stocks are trading at a very high premium to their P/E averages, says Jayesh Faria, Director, Regional Head, West, Motilal Oswal Private Wealth in an email interview with MintGenie. He also…
