Interviews
Nifty may scale new peaks in 12-18 months as valuations turn attractive: Nuvama AMC's Nikhil Ranka
Despite $30 billion in outflows, Nikhil Ranka, CIO-equity alternatives at Nuvama Asset Management, believes the worst of FII selling is over, and the Nifty is primed for a recovery within the next year.
5 min read23 Feb 2026Subsidies can’t be rolled back abruptly, reforms will be gradual: Govt official
V. Vualnam stressed the need for ongoing subsidies in India, highlighting food security and agricultural support. The government plans to rationalize these subsidies while leveraging technology for fertilizer optimization, alongside a commitment to maintaining fiscal discipline.
3 min read4 Feb 2026Budget long-term positive, investors should focus on fairly valued growth stocks: VK Vijayakumar of Geojit Investments
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.
3 min read1 Feb 2026Budget 2026: Capex revival, policy continuity could lift stock market sentiment, says Green Portfolio PMS co-founder
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.
3 min read31 Jan 2026Fiscal deficit target for FY27 may be 4.2-4.3%; no big tweaks in HNI portfolios ahead of Budget: Shriram Wealth MD, CEO
Budget 2026: Vikas Satija, MD and CEO of Shriram Wealth, expects the Budget to remain pro-growth. He says high-net-worth individuals are increasing real estate investments through AIFs, REITs, and InvITs to acquire luxury homes and generate income.
3 min read30 Jan 2026Budget 2026 may offer incentives for the struggling export sector: Nuvama Group's Senior VP for Research
As Budget 2026 approaches, Nuvama Group's Senior VP Sandeep Raina suggests potential incentives for the struggling export sector and rural economy. With a pause in fiscal consolidation, the budget may signal a shift towards growth amidst global economic challenges.
2 min read27 Jan 2026Budget expected to take infrastructure-led growth to the next level, says YCH India's Country General Manager
As India gears up for Budget 2026, YCH India's Country General Manager, Jossy Sebastian, shares insights on how strategic investments in logistics infrastructure can enhance competitiveness and create jobs, making a pivotal difference for manufacturing and exports.
3 min read27 Jan 2026Budget 2026: Capex can cross ₹12 trillion; minor income tax benefits possible, says Sunny Agrawal of SBI Securities
Over the last few years, the importance of the Union Budget as the only window for reform measures has reduced significantly, and reform measures have become round the clock process, says Sunny Agrawal, Head of Fundamental Research at SBI Securities.
3 min read27 Jan 2026Investor appetite for IPOs may moderate: Mahindra Manulife CEO Anthony Heredia
With investor interest in IPOs expected to decline due to high supply and external challenges, Mahindra Manulife's Anthony Heredia highlights the importance of policy measures for boosting foreign capital flows. He also notes India's growing attractiveness in global market valuations.
6 min read26 Jan 2026Defence, railways may get big Budget push; new measures to boost consumption unlikely: Pankaj Pandey of ICICI Securities
Pankaj Pandey of ICICI Securities shares insights on the upcoming Union Budget 2026, predicting modest capital expenditure growth, particularly in defence and railways. He also shares his views on Q3 earnings trends and how investors should navigate rising geopolitical risks
5 min read27 Jan 2026Wait for it…
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