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Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. 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.
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.
JPMorgan's Mookim sees value in large banks; renewables, defence draw interest amid volatility
Sanjay Mookim, Head of India Equity Research, JPMorgan, said rising input costs and supply constraints are affecting smaller businesses, with some reporting production disruptions. Import costs have increased due to premiums over global benchmarks. While earnings downgrades are expected, valuations are moving closer to long-term levels, with select sectors drawing investor interest amid uncertainty.
Retail valuations stretched; Indigo seen as long-term bet: Dipan Mehta
According to Dipan Mehta, Director, Elixir Equities, growth in organised retail is expected to moderate, with revenue expansion driven by store additions but earnings pace slowing from earlier levels. Investors may consider holding existing positions while being selective on fresh exposure. Travel-linked segments such as airlines and hotels could offer recovery potential over time. Defence stocks remain supported by policy but may see returns tied to earnings rather than re-rating, with timing of entry remaining important. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Vinit Sambre positive on insurance, private banks; favors IT firms on skilling and capital disciplin
Vinit Sambre, Head of Equities, DSP Mutual Fund, which manages funds worth $24.30 billion for the period of October-December 2025, said recent market volatility has brought valuations to more reasonable levels, with macro indicators like credit growth and auto sales still improving. He expects growth to recover after near-term disruptions and sees opportunities emerging in IT and BFSI. While uncertainty remains due to global risks, he suggests gradual equity allocation, maintaining a balanced approach with diversified funds and selective deployment as clarity improves.
Swan Defence shares in 5% lower circuit as OFS opens today for non-retail investors
Promoter Hazel Infra Ltd. plans to divest a 5.01% stake through an OFS on March 18 and 19 to meet minimum public shareholding norms.
SBI MF buys 4% in Urban Company via bulk deals; Wellington, others pare stake
SBI Mutual Fund acquired a 4% stake in Urban Company for ₹632 crore through bulk deals, while existing investors including Wellington and DF International Partners pared holdings in the company.
Too early to call market bottom; prefer gradual investing via SIPs and funds: Anand Shah
Anand Shah of ICICI Prudential AMC, which manages funds worth ₹28,318 crore as of February 28, 2026, advises investors to avoid deploying cash aggressively as markets may not have bottomed yet. He recommends gradual allocation through SIPs or staggered investments, using a mix of ETFs and mutual funds rather than direct stock picking. Amid inflation, rising energy prices, and global shifts, Shah prefers value over growth and asset-heavy businesses. Commodity producers may benefit, while consumers like autos could face pressure.
Too early to see shift from equities to FDs: Federal Bank CEO KVS Manian
Speaking to CNBC-TV18 on the sidelines of the 21st India Business Leader Awards, KVS Manian, MD and CEO of Federal Bank, said it is too early to see investors moving money from equities back to fixed deposits. A Balasubramanian, MD and CEO of Aditya Birla Sun Life AMC, added that mutual fund investors continue to see healthy three- and five-year returns, helping keep inflows steady despite recent market volatility.
Want to build immense wealth? Invest in equities the way you buy gold, says Mira Asset's Swarup Mohanty
If you can transfer that ‘buy and hold’ discipline from gold to equity, you will build immense wealth, says Swarup Mohanty, CEO, Mirae Asset Global Investments.
Global markets entering change of eras, but India ticking boxes for FII return: Mirae's Swarup Mohanty
Structural shifts in the dollar, oil markets and global geopolitics are reshaping investor sentiment, says Mirae Asset’s Swarup Mohanty. But improving earnings, stabilizing currency and strong growth could set the stage for foreign investors to return to India.
Digital platforms, defence and pharma stand out after market correction: Envision Capital
Nilesh Shah, Founder of Envision Capital, said market valuations have corrected to historical averages, creating opportunities despite negative global news flow. Several mid- and small-cap stocks now trade at 12–14 times earnings while still growing around 20%. He also remains constructive on banks, though some stocks may correct 5–10%.