Expert

Despite market volatility, Prime Wealth's co-founder insists the economic foundation for long-term wealth creation remains strong. Key triggers, such as oil prices and foreign flows, could impact the market's trajectory this year.

Equitree Capital's co-founder discusses the market's volatility and the importance of strategic investment amidst changing valuations. He says the India growth story is not fading, but a valuation and expectation reset is happening after a period of exceptional re-rating.

Ametra PMS co-founder Karan Aggarwal warns investors to avoid the IT sector due to potential AI disruptions. He expects markets to trade in a tight range for 1 to 2 quarters and wait for a potential EPS re-rating before deciding on a breakout move.

Deepak Shenoy, CEO of Capitalmind Mutual Fund, says signs of earnings recovery are emerging. In an interview, he emphasises the importance of perspective amidst volatility and suggests multi-asset funds for those uncertain about asset allocation.

Mihir Vora of TRUST Mutual Fund believes this is the right time to increase equity exposure, anticipating healthy earnings growth. Vora highlights that he has been consistently overweight in mid- and small-caps due to greater growth opportunities in these segments.

Speaking to Mint, Waterfield Advisors MD Riddhiman Jain emphasises the importance of diversifying investment portfolios to include REITs and InvITs while highlighting AI's structural role in transforming industries.

Devarsh Vakil of HDFC Securities emphasises the importance of asset allocation and a long-term focus in investing. With the Indian market showing signs of recovery and sectors poised for growth, he advises on strategies to manage risk and capitalise on opportunities for 2026.

Pankaj Pandey from ICICI Securities projects that Nifty 50 could hit 29,500 by the end of CY26, driven by robust earnings growth and favourable macroeconomic conditions. With small-caps expected to outperform, the Indian market's outlook remains positive despite geopolitical risks.

VK Vijayakumar from Geojit Investments reviews the recent budget proposal, highlighting its long-term growth focus despite initial market reactions. He emphasises the need for investors to target fairly valued growth stocks.

Divam Sharma, the co-founder and fund manager at Green Portfolio PMS, highlights the need for a Budget focused on policy continuity and capital expenditure revival to boost market sentiment.