As the Nifty reclaims its footing with a 1,700-point rally, Business Today analyzes the shifting liquidity dynamics driving Dalal Street into the new Samvat year. This exclusive livestream features Abhay Agarwal, Founder and Fund Manager at Piper Serica PMS, whose fund has delivered a robust 18.5% CAGR over its 12-year history. Agarwal dissects the ongoing mean reversion trade, noting a stark rotation of foreign capital out of aggressively valued AI and semiconductor equities globally, and into underperforming, reasonably priced Indian large-caps. Viewers will gain strategic insight into Piper Serica’s recent portfolio rebalancing, which increases cash and pivots heavily into non-discretionary staple consumption, betting on a large-cap valuation recovery cycle while scaling back mid-and-small-cap exposure amidst macroeconomic volatility.
Is the stock market pain finally over, or should investors brace for more volatility? As we step into Samvat 2083, Mirae Asset Mutual Fund Vice Chairman & CEO Swarup Mohanty joins Sakshi Batra on this Diwali special of Market Masters to decode the ultimate investment strategy. Mohanty explains why large caps offer the best value right now and why he is betting big on healthcare, manufacturing, and the energy transition. Plus, he answers burning questions: Should you invest via SIP or lump sum? Are debt funds the hidden gem right now? And why you shouldn't obsess over gold prices when buying digitally. Tune in for his rapid-fire insights and find out if Nifty will hit a new high by next Diwali!
In this special Diwali edition of Business Today, Helios Capital CEO Dilip Irani shares his outlook on Indian markets, Q2 earnings and investment opportunities. He explains why he believes the worst of the market correction may be over, highlights the growth potential in midcaps and smallcaps, and discusses sectors attracting investor interest, including new-age businesses, precision engineering, energy and banking. Irani also explains why he remains cautious on IT stocks amid AI-led disruption and shares his views on foreign investor outflows, the rupee and taxation. The conversation explores India's growth story, the changing market landscape and the importance of selective stock picking as investors navigate opportunities and risks in the new Samvat.
Watch BTTV’s Diwali Special Stock Market Coverage as Rahul Arora, CEO, Ashika Institutional Equities, shares his outlook for Samvat 2083. In conversation with BTTV, Arora discusses the sectors to focus on, stocks to watch, and investment opportunities that could shape the market in the new Samvat year. He also examines FII flows, key market drivers, emerging opportunities and the challenges investors may face amid evolving domestic and global cues. Where should investors look for growth this Diwali? Which sectors could outperform, and what risks should they watch out for? Tune in for expert insights on navigating the markets in Samvat 2083.
This Diwali, where could the next big investment opportunities emerge in the Indian stock market? In this special episode of Market Masters, Ajay Srivastava, Managing Director, Dimensions Corporate Finance Services, joins Sakshi Batra to discuss the market outlook for Samvat 2083. From identifying promising sectors and navigating valuation risks to understanding market trends and making smarter investment decisions, the conversation explores what investors should watch out for as they enter the new Samvat. Tune in to Business Today for expert insights on the opportunities, risks and strategies that could shape the year ahead.
Krishna Sanghavi, CIO – Equity at Mahindra Manulife Investment Management, joins Shailendra Bhatnagar on Market Guru to discuss Mahindra Manulife’s Multicap, Mid Cap and Small Cap Funds and the investment strategy behind them. With valuations, earnings and market volatility shaping investor decisions, where does the fund house see the most compelling opportunities? Sanghavi discusses his approach to investing across market capitalisations, the outlook for midcap and smallcap companies, the role of valuations in stock selection and how investors should think about risk and growth while choosing equity funds. He also shares his views on sectors and themes that could drive returns going forward. Watch the full conversation for Krishna Sanghavi’s take on Mahindra Manulife’s Multicap, Mid Cap and Small Cap Funds, market opportunities, valuations, earnings and the road ahead for equity investors.
Welcome to another episode of Market Guru on Business Today TV. With the Nifty crashing over 2,100 points to mid-April lows, investor panic is at peak levels. But is the Indian bull run really over? Joining us live to decode this massive market correction is Dinshaw Irani, CEO of Helios Capital. He breaks down why surging crude oil and 5.25% US bond yields are spooking foreign investors, and why FIIs have slashed their exposure to India's top 10 large caps to chase hyper-growth in mid and small-cap stocks. Discover the winning risk-management strategy behind the Helios Small Cap Fund’s staggering 33% return in just 6 months! We also discuss new portfolio additions, the boom in organized jewelry stocks, and the best mutual fund categories for new investors.
Anshul Saigal, CIO & Founder, Saigal Capital Advisors, says investors should focus on what they can control: owning quality companies at reasonable valuations. Addressing concerns over macro volatility and potential downside in the small-cap universe, Saigal says short-term market swings are difficult to predict but permanent capital loss can be reduced through portfolio quality and valuation discipline. He highlights earnings trajectory as the key factor determining stock performance over time. Saigal says recent quarterly numbers and company commentary point to an earnings uptick cycle. In his view, strong earnings can help markets absorb macro volatility, with stocks ultimately trending in line with the earnings trajectory. He also recalls how exiting small caps during a volatile period could have meant missing the subsequent rally, despite macro conditions remaining uncertain.
Anshul Saigal, CIO & Founder, Saigal Capital Advisors, says his portfolio has recently positioned itself in the CDMO pharma space, identifying what he sees as underappreciated opportunities. Saigal says India currently accounts for only around 4% of the global CDMO market, compared with China’s estimated 50–60% share. He expects even a modest shift in global CDMO activity away from China towards India to have a meaningful impact. According to Saigal, India’s pharma know-how and execution capabilities could support this opportunity, while global companies may increasingly seek to diversify supply chains for critical products. He also discusses how the portfolio has previously benefited from data centres, optical fibre and energy themes. Saigal says the CDMO space could see stronger investor interest going forward.
Anshul Saigal, CIO & Founder, Saigal Capital Advisors, names an energy stock held in his long-term portfolio and explains why he sees strong tailwinds for the oil and gas services space. Saigal says his firm bought Deep Energy earlier this year when the company was trading at single-digit multiples, with its business already performing well. He highlights the potential for higher oil and gas capital expenditure and compares the company to the “shovels” that benefit during a gold rush. Saigal says Deep Energy provides infrastructure and services to upstream oil and gas companies, including drilling and gas compression. He also points to ONGC’s recent gas discovery in the Mahanadi basin as a potential demand driver for oil and gas services. Saigal cautions that this is not a buy recommendation.
Are small-cap valuations stretched after the recent rally? Anshul Saigal, CIO & Founder of Saigal Capital Advisors, discusses the small-cap outlook amid rising bond yields, higher oil prices and geopolitical uncertainty. Saigal notes that investors who stayed in small caps from September 2024 through March 2026 saw significant portfolio declines before the small-cap index rallied more than 20%. However, he says valuations had undergone meaningful time and price corrections during the earlier period. Saigal also points to improving earnings and credit growth as important tailwinds. He cites around 19% credit growth, strong small-cap earnings growth and 7.8% GDP growth as factors supporting the broader investment case. He argues that investors should focus on earnings alongside valuations and avoid reacting purely to the recent rally when assessing small-cap opportunities.
Anshul Saigal, CIO & Founder of Saigal Capital Advisors, highlights a striking dichotomy in market sentiment. While companies remain positive about the short, medium and long-term outlook, investors have turned cautious after portfolios delivered limited returns over the past two years. Saigal says macro uncertainty has kept large caps and broader markets volatile, even as the underlying economy and corporate performance remain strong. He believes this divergence has created opportunities for stock pickers, with specific market segments delivering gains despite muted headline indices. Saigal says the current environment could be a period to build portfolios with a three-to-five-year horizon, rather than focusing only on broad-market performance. Watch the full conversation for his perspective on investor sentiment, stock-picking opportunities and how investors could approach a market where the headline indices have remained largely range-bound.
Join Shailendra Bhatnagar on Business Today Television for an exclusive and insightful conversation with Anshul Saigal, CIO & Founder, Saigal Capital Advisors, live from Dubai. In this episode, Anshul decodes the current market sentiment, explaining why periods of macroeconomic uncertainty present immense opportunities for stock pickers. Discover his top strategies for navigating small and mid-cap valuations and why earnings trajectory remains the ultimate driver of stock performance. We dive deep into high-growth themes, including data center infrastructure, the CDMO pharma space, and the energy sector, highlighting wealth-creation picks like Sterlite Technologies and Deep Industries. Finally, gain expert perspectives on the Indian Rupee, oil price forecasts, and the potential return of FIIs. Tune in to build your long-term wealth portfolio!
In this edition of Business Today’s Market Guru, George Thomas, Fund Manager – Equity at Quantum AMC, shares his outlook on the Indian stock market amid heightened volatility and evolving global risks. He discusses market valuations, the opportunities emerging across sectors and market caps, and where investors could find value in the current environment. The conversation also looks at the outlook for equities, the impact of crude oil and global uncertainty, and the key factors that could shape the next phase of the Indian markets.
Are midcap stocks still attractive at current valuations? In this episode of our Business Show, Aashish Somaiyaa, CEO of WhiteOak Capital AMC, shares his outlook on the midcap segment, valuations and the investment opportunities he sees across sectors. We look at the WhiteOak Capital Mid Cap Fund, its portfolio positioning, sector allocation and market-cap exposure, with financials, healthcare, industrials, technology and consumer discretionary among the key sectors. Somaiyaa also discusses the road ahead for midcap stocks, market valuations, portfolio strategy and what investors should watch as Indian equities navigate the next phase of the market.
In this episode, we speak with Abhay Agarwal, Founder and Fund Manager of Piper Serica, about how his PMS has delivered a 19.4% CAGR since inception, well ahead of the Nifty 50 TRI. We discuss the fund's investment philosophy, recent portfolio changes, key risks in the current market, and what investors should know before considering a Portfolio Management Service. A candid conversation on growth investing, stock selection, and navigating Indian markets.
Welcome to Business Today Television! In this exclusive interview, we sit down with Mihir Vora, CIO of Trust Mutual Fund, to decode Dalal Street's current momentum. With his AMC recently crossing the ₹5,000 crore AUM milestone, Vora shares his expert strategies for navigating market volatility. He explains how easing geopolitical tensions, robust FCNR inflows, and the cooling global AI hype are driving foreign liquidity back into Indian equities while stabilizing the rupee. Vora highlights a strong preference for small and mid-cap stocks over large caps, noting structural headwinds for large-cap IT services. Instead, he reveals massive growth opportunities in CDMOs, consumer discretionary, precious metals, and data center ancillaries. Tune in to discover where the smart money is heading next!
Welcome to Business Today TV! In this exclusive session, we are joined by Harsha Upadhyaya , CIO, Kotak Mahindra AMC, to analyze the latest trends driving Dalal Street. He decodes how easing geopolitical tensions in West Asia and strong Q1 corporate earnings are boosting market sentiment. Upadhyay also highlights the impact of massive FCNR(B) deposit inflows and foreign institutional investor buying on stabilizing the Indian Rupee. Furthermore, he shares key portfolio insights, including why Kotak Flexi Cap is building positions in private banks while staying cautious on IT, alongside his outlook on large, mid, and small-cap valuations. Tune in for expert market strategies and actionable investment perspectives!
Welcome to Business Today TV! In this exclusive interaction, Shailendra Bhatnagar connects with Aditya Khemka, CIO at InCred Asset Management, to decode the winning strategy behind their high-performing healthcare portfolio. Discover how InCred Healthcare PMS is expanding into an open-ended Category III AIF, offering seamless, tax-efficient access for investors. Khemka shares deep-dive insights on non-discretionary healthcare plays like HCG, FDC, Thyrocare, and Jeena Sikho Lifecare, explaining why domestic healthcare remains immune to global macro volatility and US FDA hurdles. Plus, get key perspectives on broader market valuations, rising inflation risks, the microfinance sector turnaround, and high-conviction ideas like Pine Labs and KEC International. Tune in for actionable wealth-creation strategies!
Welcome to Business Today TV! As Middle East tensions escalate, Brent crude breaches $100/barrel, and US bond yields cross 5%, Dalal Street faces renewed pressure. In this exclusive interaction, Shailendra Bhatnagar sits down with Anshul Saigal, CIO & Founder, Saigal Capital Advisors, to decode a winning strategy for navigating global market volatility. Discover why smart money is shifting toward resilient macro and micro trends—including AI data center infrastructure, energy security, cotton textiles, and the microfinance sector turnaround. Plus, get expert perspectives on the real impact of US generic pharma tariffs, small-cap portfolio outperformance, and why current market dips present prime value-buying opportunities for long-term wealth creation. Tune in for actionable stock market insights!
Quant investing is more than just numbers—it also requires constant evolution and disciplined investing. Aparna Karnik, Fund Manager and Head of Quantitative Investment and Analytics, DSP Mutual Fund, explains how the DSP Quant Fund selects stocks using a multi-factor approach instead of relying on a single investment style. She highlights key parameters such as return on equity, profitability, earnings visibility, and business consistency while continuously refining the fund's models to adapt to changing market conditions. Watch the full discussion to understand how quantitative investing works and the factors that help build a more balanced, all-weather investment portfolio.
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