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Expert view on markets: Rishabh Nahar, Partner and Fund Manager at Qode Advisors, is reducing the overall market exposure and shifting focus to select unique stock ideas where he still sees strong earnings momentum and low volatility, offering a good balance of risk and reward. In an interview with Mint, Nahar shares his views on…
Expert view on markets: Ajit Mishra, SVP of research at Religare Broking, believes defence and PSU sectors are well-aligned with India’s structural growth and self-reliance goals, offering significant wealth creation potential. In an interview with Mint, Mishra shared his views on market triggers, mid and small-caps and sectors he is positive about. Here are edited…
Expert view on markets: Vinit Bolinjkar, Head of Research at Ventura Securities, says India’s healthy economic growth, robust corporate earnings and steady inflows from domestic institutional investors have supported the Indian stock market. He, however, is cautiously optimistic about the domestic market for June 2025. In an interview with Mint, Bolinjkar shares his views on…
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: Ankur Jhaveri, MD & CEO, Institutional Equities at JM Financial Institutional Securities Ltd., believes a major trade war could impact the Indian economy, but domestic consumption could restrict the overall impact. In an interview with Mint, Jhaveri shared his views on the stock market strategy, sectors he is positive about and key triggers…