Expert View

Screening for companies with P/E ratios under 20 and PAT growth above 20% reveals limited options across sectors like capital goods and automobiles. The market's focus has shifted to execution over narrative, with the era of effortless gains ending due to inflated valuations and decelerating growth.

Shai Coelho of Vtrender emphasises that while AI enhances trading efficiency, it cannot replace the human judgment essential for successful trading. As markets evolve, understanding context, structure, and participant behaviour becomes crucial to making informed decisions.

Discover insights from Anil Rego, founder of Right Horizons PMS, as he reveals 10 high-potential sectors that could thrive despite market uncertainties. Rego sees Nifty earnings growth of around 12% CAGR during FY26-FY28E.

India appears to be on the brink of a technology revolution, with semiconductors, spacetech, and deeptech poised to reshape its economic landscape. Ajay Modi, Director at Piper Serica, believes these industries have the potential to create a market opportunity of $500 billion to $1 trillion.

In an exclusive interview, Baldev Prakash, MD and CEO of SBI Securities, offers insights on the Indian stock market. Discover which sectors could lead this ambitious charge and learn key investment strategies for navigating volatility.

Dhiraj Relli of HDFC Securities outlines how prolonged US-Iran conflict could impact Indian earnings estimates. However, he remains optimistic about the market's resilience, driven by domestic consumption and evolving business dynamics.

Gaurav Bhandari, CEO of Monarch Networth Capital, offers a refreshing perspective on the Indian stock market, suggesting that despite recent challenges, a recovery might be imminent.

Bharti AXA Life's CIO shares insights on India's resilient market potential amid geopolitical challenges. With attractive valuations and robust earnings growth, the expert emphasises a diversified investment strategy, hinting at upcoming foreign investments as a catalyst for future growth.

Expert view: Nandish Shah, AVP-PCG Research and Advisory, (Fundamental) Wealth Management, Motilal Oswal Financial Services, is overweight on diversified financials, automobiles, new age tech platforms, manufacturing and industrials, and consumer discretionary sectors.

Bajaj Life's CIO Srinivas Rao Ravuri forecasts promising double-digit returns for Indian equities over the medium term, emphasising improved earnings visibility and attractive valuations. Amid geopolitical fluctuations, he advocates for a balanced investment approach across market capitalisations.