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AIFs expect rebound in investor flows as West Asia uncertainty eases
AIF managers are seeing investor allocations revive as geopolitical risks ease, while GIFT City continues to attract strong fund inflows and global investment interest
India could outperform as AI trade cools, but structural challenges remain, say fund managers
Rahul Chadha, Founder & Chief Investment Officer of Shikhara Investment and Prashant Paroda, Portfolio Manager-Emerging Markets at Allspring Global Investments discuss FII outflows, valuation concerns, IT services, data centre opportunities, emerging market allocations and the factors that could drive India's next phase of market performance.
Expert view: A correction possible in the US stock market, says Marcellus Investment Managers' Head of Global Equities
Arindam Mandal from Marcellus Investment Managers says there may be a potential correction in the US stock market. He emphasises the importance of focusing on high-quality, non-tech companies with predictable cash flows, as consumers remain cautious amidst inflation pressures.
Expert view: A correction possible in the US stock market, says Marcellus Investment Managers' Head of Global Equities - Mint
Expert view: A correction possible in the US stock market, says Marcellus Investment Managers' Head of Global EquitiesMint
Marcellus launches global equities fund in GIFT City, targets AI, defence and luxury themes
Marcellus Investment Managers has launched a global equities fund through GIFT City, offering Indian investors access to overseas stocks. The fund targets defence, power, AI-led infrastructure and luxury themes, enabling dollar-denominated investing, diversification and exposure to long-term global growth opportunities.
Renaissance Investment CIO sees value in IT, autos and financials
Pankaj Murarka, CEO & CIO of Renaissance Investment Managers, says the global AI investment boom could benefit Indian IT services as enterprise adoption rises. He believes fear-driven selling in IT stocks is fading and sees value emerging in the sector. Murarka is also positive on autos, EV-linked themes, energy and financials over the medium term, while cautioning that some AI and power infrastructure stocks are difficult to justify on traditional valuations.
Sowilo’s Sandip Agarwal sees 6–7% dollar revenue growth in IT services over next 2–3 years
Sandip Agarwal Fund Manager at Sowilo Investment Managers which manages assets worth nearly $20.44 million as of April 30, 2026, makes a case for Indian IT stocks despite global uncertainty. He points to rupee weakness, a 40–50% valuation correction, and the early stages of an AI-driven services cycle as key reasons to buy. He expects 75% earnings growth over three years and favours large and midcap traditional IT services over expensive ER&D names. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
India growth story strong; banks, power and defence seen as key bets: ASK Investment CIO
George Joseph, Chief Investment Officer & CEO–Equity at ASK Investment Managers, says India’s long-term fundamentals remain strong despite global uncertainty, with GDP potentially doubling in 7–10 years. He favours cyclicals like banks, autos, capital goods, real estate, and defence, supported by inflation trends and global spending. He is also bullish on the entire power value chain, driven by AI-led data centre demand, while remaining cautious on expensive consumer stocks.
Manish Sonthalia flags 12–13% earnings reset as global shock clouds FY27 outlook
Manish Sonthalia, CIO of Emkay Investment Managers highlights opportunities in financials, defence, power and IT, while advising caution on travel and real estate amid cost pressures.
Neo Alternative Asset Managers bets on real estate, ropes in ex-Walton Street India trio to lead charge
Neo Alternative Asset Managers is expanding into real estate. The firm has hired a seasoned team from Walton Street India to lead its new investment platform. This move targets structured and opportunistic real estate deals across key Indian urban markets. The expansion aims to leverage India's growing real estate sector, driven by urbanization and infrastructure development.
Where are the Indian markets headed? Here's a bull case Vs bear case scenario
Brokerages remain divided on India’s market outlook amid global uncertainties. Jefferies, ICICI Prudential AMC and 3P Investment Managers are positive on India, driven by improved valuations, limited earnings downside and supportive domestic flows. They highlight attractive Nifty valuations, favourable allocation signals and recent market correction as key reasons to increase exposure, with a preference for sectors like banks and pharma and a gradual approach to adding equities. On the other hand, Nomura, Goldman Sachs and UBS remain cautious, citing rising oil prices, weak foreign flows and global risks that could weigh on growth and market returns in the near term.
Sedemac Mechatronics IPO: Analysts cautious on valuations as issue opens today
Ahead of the issue opening, Sedemac Mechatronics raised ₹325.88 crore from anchor investors. Participants in the anchor book included Goldman Sachs, Abu Dhabi Investment Authority, 3P Investment Managers, WhiteOak Capital and Pinebridge Global Funds.