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Market Guru: Strategies, Valuations & Market Direction With George Thomas
23:05
Updated : Dec 22, 2025

Market Guru: Strategies, Valuations & Market Direction With George Thomas

On Business Today Television, George Thomas (Quantum AMC) discussed India's challenging 2025 equities market—characterized by weak earnings, demand slowdown, FII outflows, rupee at record lows (~90.5-91/USD), and momentum shifting to precious metals like silver (surpassing ₹2 lakh/kg amid historic rally).Despite government measures (tax cuts, 125bps rate reductions), markets slid slowly. He anticipates 2026 improvement: earnings rebound from low base, private capex revival, favorable valuations attracting flows. Optimistic on financials (banks/insurance tailwinds), IT (tech refresh).Advise continuing SIPs in valuation-conscious funds; selective in small/mid-caps. Prefer gold (20% allocation diversifier) over silver (industrial risks, tactical only).Rates likely stable medium-term; strong two-year Nifty upside. Quantum Value and Small Cap funds poised for best returns.

IT, Pharma Shine As Inflation Data Boosts Risk Appetite | Market Guru Sadip Bansal
20:58
Updated : Dec 22, 2025

IT, Pharma Shine As Inflation Data Boosts Risk Appetite | Market Guru Sadip Bansal

On December 19, 2025, amid a market rebound with Nifty reclaiming 25,900, ASK Investment Managers' Deputy CIO Sandeep Bansal shared a hopeful 2026 outlook after a painful 2025. He expects earnings growth recovery, improved sentiments from potential US trade deals/bilateral agreements, and rising government/private CAPEX benefiting from rate cuts. Fresh deployments focus on domestic cyclical plays - BFSI (credit growth, asset quality, valuations), discretionary consumption, manufacturing/capital goods. Tactically bullish on IT due to weak rupee boosting exports, attractive valuations, and improving demand. Prefers large-caps for better risk-adjusted returns; selective mid/small-cap opportunities. Advises cleaning weak portfolios, expects FII return. Long-term India story intact at ~21x forward earnings.

Equity Strategy With Jyotivardhan Jaipuria | Macro, Sectors & Growth Themes
26:41
Updated : Dec 22, 2025

Equity Strategy With Jyotivardhan Jaipuria | Macro, Sectors & Growth Themes

In a year-end market discussion, Jyoti Varadhan Jayapuriya, founder of Valentis Advisors, expresses cautious optimism for Indian equities in 2026 after a painful 2025 dominated by large-cap outperformance and sharp mid/small-cap underperformance. He anticipates better days for mid and small caps, driven by reduced valuations, diminished euphoria, and an expected earnings recovery with double-digit growth benefiting smaller companies more. Fresh deployments will focus on undervalued, underowned sectors, adding to banking on weakness, entering cement post-poor December numbers, and selectively buying chemicals impacted by US tariffs. Valentis remains underweight on IT due to long-term growth concerns from AI disruption and consumer staples owing to high valuations. Jayapuriya sees improved FII flows ahead as India's relative valuations normalize, with the base case pointing to a better, broader market in 2026.

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