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Rajkumar, CIO of Quest Investment Advisors, suggests that while Indian markets show stability, global factors like U.S. tariffs and Federal Reserve policies create uncertainty. He emphasizes that earnings growth and resilient inflows from SIPs and FPIs are crucial for the Nifty to surpass its all-time high.
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News and Media
Siddharth Vora of PL Asset Management suggests a range-bound market with a shift to 'buy on dip' sentiment. While positive triggers seem priced in and valuations aren't cheap, a runaway rally is unlikely.
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News and Media
Vikas Khemani of Carnelian Asset Management is optimistic about India's economic future. He believes the RBI's actions are crucial for market direction. Khemani anticipates improved corporate earnings in the second half of the year. He focuses on quality management and high-compounding businesses. He suggests India's tariffs should be competitive with other nations.
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News and Media
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