Expert View News

Expert view on Indian stock market: Mayur Patel of 360 ONE Asset maintains a positive long-term outlook for the Indian stock market. He emphasises the importance of India's strong fundamentals, consumer demand recovery, and growth opportunities in various sectors amid current global uncertainties.

Expert view: Neeraj Chadawar of Axis Securities predicts Nifty's Q1FY26 revenue, EBITDA, and PAT growth at 3.9%, 3.9%, and 3%, respectively. He believes earnings will drive markets in FY26, with notable improvements expected in sectors like telecom and financials in H2FY26.

Expert view: Rahul Ghose of Octanom Tech emphasises the need for tariff clarity and strong Q1 earnings to revitalise the Indian stock market. He discusses potential benefits from an India-US trade deal and identifies top stock picks across various sectors.

Expert view: InCred fund manager Aditya Sood sheds light on the Indian stock market's current high valuations and the crucial earnings recovery expected in FY26. With potential triggers from key sectors, can India sustain its growth trajectory and attract foreign investments amid global shifts?

Expert view: Anil Rego of Right Horizons PMS projects Nifty 50 EPS growth at 13% CAGR over FY25-FY27, driven by earnings. He highlights positive sentiments in banking, defence, and consumer sectors amidst global risks and domestic policy support.

Expert view: Divam Sharma predicts the Indian stock market will reach new record highs due to strong domestic growth and retail participation. He advises investors to be cautious about valuations and focus on quality businesses amid rising global uncertainties.

Expert view: Given current premium valuations, Shibani Kurian from Kotak Mahindra AMC advises moderate return expectations for Indian stocks. She highlights geopolitical risks and the importance of corporate earnings delivery while recommending high-quality companies for long-term investment.

Expert view: Ankit Patel from Arunasset Investment Services predicts the Indian stock market may exceed previous highs in H2CY25, driven by strong macro fundamentals and consumption growth. He advises disciplined investing amidst geopolitical uncertainty.

Expert view on markets: The Fed is expected to cut rates by late 2025 as tariffs may increase inflation. Analyst VK Vijayakumar believes that if the India-US trade deal happens without any tariff hikes on pharmaceutical exports, this sector can stage a comeback.

Expert view: Nitin Bhasin from Ambit predicts muted domestic market returns this year, with large-caps outperforming mid-caps and small-caps. Despite structural growth, a cyclical slowdown is expected.