Expert Views
Ending quarterly reports won't fix companies' accounting issues. What would.
SEC reporting is in need of a larger regulatory overhaul, Martin E. Persson writes in a guest commentary.
3 min read14 Oct 2025Markets may see turbulence, but Nifty can compound at 10–12% over 2-3 years: Varun Goel, Mirae Asset
This year, with tax and interest rate cuts, we expect the earnings cycle to complete and Nifty universe to deliver 10–11% earnings growth, said Varun Goel of Mira Asset. Over the long term, market returns tend to mirror earnings growth, he added.
5 min read5 Sep 2025Nifty likely to hit 26,000 by 2025-end, current valuations not stretched, says Himanshu Kohli of Client Associates
Himanshu Kohli, Co-founder of Client Associates, believes the Nifty level of 23,500 is reasonable with a year-end target of 26,000. He advises investors to be cautious of profit-booking in overbought segments and emphasizes the need for broad-based earnings growth for future rallies.
5 min read31 Mar 2025Another 5-10% correction likely before market stabilises, says Abhijit Bhave of Equirus Wealth
Abhijit Bhave, Managing Director and CEO, Equirus Wealth believes a 5-10% correction from current levels might be a fair expectation for stabilization. However, a strong earnings report card in December quarter is what might bring some sense of relief in the markets, he noted.
4 min read20 Nov 2024Shrikant Chouhan of Kotak Securities warns of market corrections, advocates buying on dips
Shrikant Chouhan of Kotak Securities believes that the markets are completely dependent upon global macros and geopolitical cues. Chouhan expects some time-based corrections if the markets fail to surpass the immediate highest levels of 26,277 and 85,978 on the Nifty and Sensex, respectively.
2 min read11 Oct 2024Expert View: FMCG, Auto, BFSI sectors still offer growth at reasonable valuations, says Kashyap Javeri of Emkay
Expert View: Sectors like FMCG, automobiles, BFSI, and chemicals still offer growth at reasonable valuations, presenting investment opportunities in the current market, says Kashyap Javeri of Emkay Investment Managers.
4 min read27 Sep 2024Defence, Railways, Capital goods sectors trading at elevated valuations: Prefer IT, Private Banks - Religare's Mishra
Expert Views: Sectors as Defence, Railways, Capital goods are still trading at elevated valuations, said Ajit Mishra – SVP Research, Religare Broking Ltd. He prefers private banks and IT, despite short-term hurdles while advices Investors to exercise caution with mid and small-cap stocks
3 min read13 Sep 2024Expert View: SMIDs to gain from rate cuts; Nifty 50 may deliver low-teen return: Baroda BNP Paribas MF's Jitendra Sriram
The leverage for the SMID space is usually higher, and they would be bigger beneficiaries of a rate-easing cycle as it gets underway, says Jitendra Sriram of Baroda BNP Paribas Mutual Fund.
6 min read13 Sep 2024Expert view: IPOs that primarily provide liquidity to early investors can be a red flag, says Sarvjeet Singh of Shoonya
Expert view: Sarvjeet Singh Virk discusses the surge in IPOs driven by India's economic growth and favourable market conditions. Key factors influencing stock markets include monsoon progress, corporate earnings, and global economic indicators.
4 min read12 Sep 2024Volatility could continue for another two weeks; Nifty may reach 23,500 by December end, says Trivesh D of Tradejini
Trivesh D, COO, Tradejini believes high market volatility may continue for another week or two due to mixed portfolio allocation after the elections. The banking sector is expected to outperform with a projected earnings growth of 14% CAGR.
5 min read5 Jun 2024