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'Let them suffer': Market guru Shankar Sharma on new SIP investors facing market correction pain
Business Today · 4m ago
Medial
Market expert Shankar Sharma commented on the struggles faced by new SIP investors amid market corrections, suggesting it’s essential for them to experience such challenges to become better investors. SIP investments are declining due to investor panic, coinciding with a significant dip in key stock indices. Sharma predicts tougher times for the market, indicating potential negative returns in 2025, urging fund managers to adopt more meticulous and selective investment strategies.
More election rallies than market rallies: Shankar Sharma takes witty jibe at D-St volatility
Business Today · 4m ago
Medial
Stock market veteran Shankar Sharma humorously criticized the current market volatility amid state assembly elections in a post on the social media platform 'X.' He remarked that over the past 6-8 months, India has witnessed more election rallies than stock market rallies, highlighting the significant influence of political events on market dynamics. His comment underscores the unpredictability and sensitivity of markets to political climates.
‘Much-needed course correction may bring pain but...’: Samir Arora says Trump's measures will avert financial collapse
Business Today · 4m ago
Medial
Samir Arora suggests that Trump's policies, like retaliatory tariffs and America First, represent a necessary course correction to avert financial collapse. These measures may cause short-term pain but are crucial. The book "Empire of Debt" argues that America's reliance on borrowing to maintain global dominance is unsustainable, comparing the US to past empires like Rome and Britain that collapsed due to financial excess and military overreach. The authors predict an eventual major crisis.
India set to gain from shift in global asset allocation: Samir Arora
Economic Times · 1m ago
Medial
Samir Arora of Helios Capital discusses global shifts in asset allocation, highlighting reduced US equity weight in global funds. With geopolitical events and economic pressures affecting markets, there's increased interest in non-US ETFs. Arora suggests optimism for Indian markets given rebounding international flows and stable domestic growth, while also noting China's economic potential. Despite market uncertainties, strategic global diversification and investments in undervalued sectors are recommended. Arora emphasizes patience amidst market volatility.
In the big picture, IT services is not great any more: Samir Arora
Economic Times · 16d ago
Medial
Samir Arora, Founder of Helios Capital, expresses concern over the future of India's IT sector due to slow earnings growth, US uncertainty, and AI's increasing role in automating jobs. He suggests a realistic expectation of 10-15% equity annual returns, despite AI disrupting human roles. Arora emphasizes the potential for consumer and banking sectors to drive market growth if earnings increase, though he remains cautious about IT services heavily reliant on human billing.
Big banks may struggle, but smaller credit plays set to outperform: Nilesh Shah
Economic Times · 1m ago
Medial
Nilesh Shah, MD & CEO of Envision Capital, highlights opportunities in India's financial sector, suggesting large banks may struggle due to their size, while smaller banks and specialized credit plays are likely to outperform. He emphasizes financialization as a multi-decadal investment theme. Shah holds a positive outlook on financials, especially with online investment and fintech growth. He continues to support stocks like Angel One, noting resilient valuation and market potential despite regulatory challenges.
Investors must moderate return expectations, stick to asset allocation: Nilesh Shah
Economic Times · 26d ago
Medial
Nilesh Shah, MD of Kotak AMC, highlights the importance of asset allocation, emphasizing moderation of return expectations in the near future. He foresees a narrow range of expected returns across various asset classes, underscoring the need for diversification. Shah is bullish on consumer discretionary due to tax rebates and reduced EMI burdens, alongside optimism in select sectors like midcap IT, banking, financial services, and chemicals. He advises cautious participation in IPOs and acknowledges market liquidity's importance.
'Biggest risk to Indian market is...': Helios Capital's Samir Arora as markets plunge ahead of US tariffs
Business Today · 3m ago
Medial
Samir Arora highlights that the primary risk to the Indian market stems not from direct tariffs on India, but from the potential ripple effects of US tariff policies. As the US anticipates fresh reciprocal tariffs, India's economic vulnerability is linked to changes in the US market and economy. These changes can subsequently impact other global markets and sectors, such as Indian IT, as they react to economic shifts initiated by US trade actions.
'Steroid-driven growth model of government capex cannot continue,' says Shankar Sharma
Business Today · 4m ago
Medial
Shankar Sharma is bearish on the Indian equity market, anticipating negligible to negative returns until 2030. He has a low allocation in Indian equities, favoring fixed income and global markets like Europe and China. Sharma criticizes India's reliance on government-driven capex for growth and sees a lack of innovation in Indian companies. While bullish on technology firms globally, he doubts Indian companies can sustain growth in a slowing domestic economy.
Hari Shankar Tibrewala owned shares in these 14 companies. Now govt owns them.
Livemint · 5m ago
Medial
The Enforcement Directorate (ED) has seized shares from Hari Shankar Tibrewala in 14 public companies amid an investigation into stock market manipulation linked to the illegal Mahadev Online betting app. Tibrewala allegedly used Dubai-based entities to manipulate stock prices and invest gambling proceeds in the Indian stock market via foreign portfolio investment. While some associated entities still hold shares, the probe mainly targets Tibrewala, raising concerns over small-cap stock market valuations.
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