Budget 2026: Divam Sharma, the co-founder and fund manager at Green Portfolio PMS, believes that a Budget focused on policy continuity and measures to address the visible slowdown in the investment cycle will cheer the Indian stock market. Sharma says markets will also look for fiscal discipline without sacrificing growth. In an interview with Mint,…
Expert view: Vinit Bolinjkar, Head of Research, Ventura, says the Indian stock market is volatile due to US tariffs and FII selling. In an interview with Mint, Bolinjkar says he is cautiously optimistic about Nifty EPS growth at 8-16% YoY—the strongest in 8 quarters—driven by earnings upgrades after five downgrade quarters, though global volatility caps…
Nitin Agarwal, CEO, Mutual Funds, InCred Money, believes the budget must encourage private sector investment while maintaining fiscal discipline. He says the government must adhere to current fiscal deficit targets even if it requires containing revenue expenditure growth. Apart from his Budget expectations, Agarwal also shared his views on the FII-DII trend, mutual funds, and…
Expert view on Indian stock market: Pradeep Gupta, Chairman and MD of Anand Rathi Share and Stock Brokerssays 2025 was a year of consolidation, and the market returns will be more earnings-led than valuation-led in 2026. For mid and small-cap segments, Gupta said that well-capitalized companies with pricing power and balance-sheet strength can outperform, but…
Expert view on Indian stock market: VK Vijayakumar, Chief Investment Strategist at Geojit Investments, is optimistic about the Indian stock market for 2026. He expects the market to deliver a decent return of 12 to 15%. He, however, sees no scope for a runaway rally of above 15%. In an interview with Mint, Vijayakumar says…
Expert view on markets: Rohit Srivastava, founder and market strategist at Indiancharts.com, believes the Indian stock market can potentially rise to 33,000 and the Bank Nifty can hit 72,000 by the end of 2026. He also points out that gold and silver are extremely overbought on their monthly charts, and says he firmly believes that…
