Expert Views
How this midcap fund turned Rs 1 lakh to Rs 4 crore in 30 years. The secret behind its winning streak
Over three decades, the Nippon India Growth Mid Cap Fund has scripted one of the Indian mutual fund industry’s most remarkable wealth creation stories — transforming an initial investment of Rs 1 lakh in 1995 into nearly Rs 4 crore today. Powered by a 22% CAGR and a disciplined bottom-up strategy, the fund epitomizes long-term compounding excellence.
Mind Over Money | Investor’s Trikon: Awareness, discipline and faith are the keys to long-term market success, Sandeep Agarwal decodes
Mental strength is key to wealth creation, according to Sandeep Agarwal. He explains how inner energies and planetary influences, like Saturn's discipline, Venus's gratitude, and Jupiter's vision, shape financial success. Agarwal suggests aligning karma with mind patterns for wealth. He also advises managing market noise and emotional reactions for consistent wealth building. Timing and energy are crucial for financial outcomes.
Buy on dip or wait? Motilal's Sneha Poddar breaks down H2 2025 market opportunities
Indian stock markets are poised for growth driven by domestic recovery and government reforms. While global cues influence, strong fundamentals offer resilience. Investors can find opportunities in BFSI, Capital Markets, Consumption, and Industrials. Caution is advised for IT and Oil & Gas sectors. Long-term investors should consider a buy-on-dip strategy.
PSU push: From rare earths to shipbuilding, Ramesh Damani on 3 sectors to watch for the next decade
BSE member Ramesh Damani says India’s shift to state-directed capex — from defence and rare earths to shipbuilding and urban redevelopment — will form the next decade’s profit pools. He urges active stock picking, long-term equity bets for grandchildren, and selective exposure to pharma and strategic PSUs as Samvat 2082 investment themes.
Neeraj Dewan sees consumer, realty and financials driving Diwali market rally
As Diwali approaches, markets have seen a strong rally led by large-cap banking and consumer stocks. Neeraj Dewan anticipates corporate earnings will drive future momentum, with consumer-facing sectors, financials like Jio Financial, and real estate stocks such as DLF and Max Real Estate showing promise for investors.
Wipro CEO Srini Pallia sees strong AI-led pipeline; CFO flags one-off Q2 margin hit
Wipro CEO Srini Pallia says demand remains strong across BFSI, healthcare, and technology as the company closes $9.5 billion in bookings for H1 FY25. CFO Aparna Iyer attributes margin dip to a one-off client provision while maintaining a stable outlook. Wipro’s pipeline, led by AI and automation projects, positions it for gradual growth in FY26.
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Markets Videos
Global markets stay resilient despite geopolitical concerns, says Cameron Brandt
Market strategist Cameron Brandt notes global markets are resilient despite geopolitical concerns, with investor behavior driven by fear of missing out rather than macro risks. While US bond yields are pulling back, Brandt doesn't foresee a recession, and India's investment outlook remains positive despite a temporary pause in flows.
IT sector faces slower growth despite AI buzz; midcap firms better placed: Nitin Raheja
India is not yet participating in the global AI rally. Consumption is expected to remain a key growth driver. Financials are poised for an earnings revival, with private banks and select PSU banks offering attractive opportunities. Midcap IT companies may benefit from AI transitions. The market anticipates a supportive backdrop for growth.
GST 2.0 to drive India’s next consumption boom: Nitin Raheja
India's consumption is showing early signs of revival, with analysts optimistic about a broader demand uptick under GST 2.0. The government's focus on boosting the lower end of the economy is yielding results, particularly benefiting discretionary spending and autos. Investors are advised to focus on premiumization and technology-driven disruptors for future growth.
Diwali 2025: Nifty heading to 26,500; Shriram Finance, L&T, Nykaa top cracker stocks; Hero MotoCorp, JK Tyre value bombs
Market experts Kunal Bothra, Jay Thakkar, and Ashish Kyal see the Nifty targeting 26,500 this Diwali, driven by the festive momentum as well as strong macros. Their top “cracker stocks” include Shriram Finance, L&T, Nykaa, SBI, and Hero MotoCorp, with themes like autos, banking, and realty expected to sparkle through 2025.
Indian IT sector shows resilience amid global headwinds: Gaurang Shah
India's top IT firms are demonstrating remarkable resilience, with major players like Infosys exceeding expectations despite global and domestic headwinds. Experts highlight that while Wipro's results were less impressive, the overall sector is poised for growth.
Autos, financials, and power to lead India’s market revival in Samvat 2082: Mahesh Patil
Aditya Birla Sun Life AMC’s CIO Mahesh Patil sees brighter days ahead for Indian markets in Samvat 2082, driven by double-digit earnings growth, consumption revival, and easing FII outflows. He expects strong gains in autos, financials, and power while calling IT a “contrarian buy” as India’s macro outlook stabilizes and valuations turn attractive.
India’s next 25 years will be size into growth, says MOFSL's Rajat Rajgarhia
Motilal Oswal’s Rajat Rajgarhia says India’s markets are entering a broad-based growth phase in Samvat 2082. With financials, travel, and digital platforms leading the next wealth-creation cycle, he predicts India’s next 25 years will be “size into growth.” Rajgarhia sees opportunity in top players, consumption revival, and the rise of new-age tech and tourism sectors.
Global shocks no worry, India stays investors’ darling: S&P Global Ratings President Yann Le Pallec
India's economy is poised for strong growth, with S&P Global Ratings projecting expansion around 6.5% this year and 7% in the next two. The nation is seen as resilient to global trade shocks and geopolitical risks. Global investors view India as an attractive destination for stable, long-term growth opportunities. This outlook supports India's economic trajectory.
India’s IPO factory is a sign of market maturity, not mania: Venugopal Garre
Bernstein India’s Managing Director Venugopal Garre says India’s markets are entering a “healthy growth” phase in 2025, supported by strong macros, policy liquidity, and earnings recovery. He calls India’s IPO boom a sign of market maturity, not mania, and sees AI infrastructure, financials, and consumption as key investment themes in the coming quarters.
Nifty targeting 25,800 amid strong Q2 numbers; SBI, Shriram Finance among top picks
Markets traded optimistically on BSE expiry day, buoyed by strong quarterly results and key stock performances. Nifty found support, with analysts suggesting a 'buy on dips' strategy targeting 25,800. Banking stocks, particularly PSU banks like SBI, are expected to lead the rally, with Shriram Finance also highlighted for potential gains.
