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.
Is the recent market correction a buying opportunity or a warning sign? Join Business Today TV as Satish Ramanathan, CIO – Equity, JM Financial AMC, shares his outlook on Dalal Street amid volatile global markets. He explains why cooling crude oil prices, improving monsoon conditions and easing inflation fears remain positive for India's economy despite short-term pressure. Watch his views on pharma, NBFCs, gold finance, PSU stocks, IT, Q1 earnings, RBI's FCNR deposit scheme and upcoming mega IPOs. He also discusses whether value investing or growth investing is likely to outperform over the next 18 months, and what could revive FII inflows into Indian equities. Don't miss this insightful market discussion packed with actionable investment insights and sector-specific strategies.
In this episode of Market Guru, we speak with Satish Ramanathan, CIO–Equity at JM Financial AMC, to take a deep dive into the JM Midcap Fund and understand the investment philosophy driving its performance. Launched in November 2022, the fund has delivered a strong return since inception, backed by a diversified portfolio of 63 stocks. Satish Ramanathan discusses the fund's stock selection process, sector allocation strategy, risk management framework and the opportunities he sees in India's mid-cap space. We also examine key holdings including Godfrey Phillips India, Bharat Forge, Tube Investments of India, Marico, Glenmark Pharmaceuticals, and other portfolio favourites. The conversation covers the outlook for Indian equities, valuations in the mid-cap segment, emerging investment themes, and what investors should keep in mind while building long-term wealth through mutual funds. If you're looking to understand whether mid-cap funds deserve a place in your portfolio, this discussion offers valuable insights from one of the industry's leading fund managers. Watch Market Guru for expert market insights, fund analysis and actionable investment ideas.
Join Shailendra Bhatnagar on Business Today TV as he decodes the RBI’s latest policy signals, the government’s big tax relief for foreign investors, and what it means for Dalal Street. In this market discussion, Vaibhav Sanghavi, CEO, ASK Hedge Solutions, breaks down the impact of the government's move to exempt foreign investors from capital gains tax and interest income tax on government securities. Will this trigger fresh FII inflows? Can it strengthen the rupee, support bond markets, and boost equity sentiment? We also discuss RBI’s measures to attract foreign capital, the outlook for interest rates, market valuations, and key investment opportunities emerging from the policy announcements. Watch this insightful conversation for expert views on markets, bonds, FIIs, equities, and the road ahead for Indian investors.
Markets are holding firm on May F&O expiry day, but where is smart money really headed now? In this explosive edition of Market Guru, Anshul Saigal, CIO & Founder of Saigal Capital Advisors, decodes the next big opportunities on Dalal Street. From the AI-driven rally in data and power plays to defence, energy and smallcaps, Saigal explains why this could be a golden phase for long-term investors. He also shares why fear in the market may actually be creating massive wealth-building opportunities. Catch his sharp take on Business Today.
Business Today TV’s Shailendra Bhatnagar speaks exclusively with Atul Bhole, Senior Fund Manager at Kotak Mutual Fund, on the evolving outlook for India’s midcap space and the long-term wealth creation story of the Kotak Midcap Fund. With the fund delivering strong SIP returns over the years, Bhole shares his views on current market valuations, sector opportunities, portfolio strategy and the road ahead for midcap investors. The discussion also focuses on how disciplined SIP investing has helped investors create substantial wealth, with a ₹10,000 monthly SIP in the fund growing significantly over the long term. From navigating market volatility to identifying quality growth businesses, Bhole explains what continues to drive confidence in the midcap segment despite recent market swings. Catch this exclusive conversation for key insights into India’s midcap investment landscape and strategy ahead.
Markets may be flat on the screen, but the action beneath the surface is intense. In this special episode of Market Guru, Shailendra Bhatnagar speaks with Satish Ramanathan, CIO-Equity at JM Financial AMC, on the biggest trends shaping Dalal Street. From the sharp rally in Japanese and Korean markets to easing West Asia tensions, cooling crude oil prices and renewed optimism in Indian equities - the discussion covers it all. Satish Ramanathan shares his outlook on Nifty, midcaps, smallcaps, manufacturing, BFSI, IT and the future of India’s growth story. The spotlight is also on the JM Flexi Cap Fund, sector allocation strategy, smallcap opportunities and how investors should navigate volatility amid global uncertainty. Catch this insightful market masterclass packed with investment wisdom and long-term wealth-building strategies.
Dive into an insightful conversation with Dinshaw Irani, CEO of Helios Capital, as he shares his expert perspective on the Indian stock market, mutual funds, SIP investing and the broader market outlook. From trends in the NIFTY 50 and BSE SENSEX to strategies for long-term wealth creation, this discussion covers key themes every investor should watch. Gain valuable insights on market volatility, portfolio strategy, fund selection and where opportunities may lie in India’s evolving investment landscape. Whether you are a seasoned market participant or beginning your investment journey, this conversation offers practical perspectives on stocks, mutual funds and smart investing. Watch the full interview for expert analysis, market trends and actionable investment insights.
Markets are at a crucial inflection point after a volatile start to 2026, with a recent rally supported by easing tensions in West Asia and improving sentiment. In this insightful conversation, Prateek Agarwal, MD & CEO, Motilal Oswal AMC, decodes the road ahead for investors. He highlights how valuation concerns have largely eased, making this a good phase to deploy capital gradually despite near-term uncertainty from crude price volatility. The discussion also dives into emerging investment themes like electrification, EV adoption, renewables, and defense, which could drive the next leg of growth. Agarwal emphasizes focusing on long-term earnings growth over market caps, while advising investors to stay invested, ignore short-term noise, and align portfolios with future-facing sectors poised for structural expansion.
India’s IPO market in FY26 has seen a sharp reality check, with nearly 66% of listings trading below their issue price and many IPOs failing to deliver expected returns. Despite a record ₹1.79 trillion raised through 112 mainboard and 254 SME issues, weak secondary markets, aggressive valuations, and global volatility have hurt post-listing performance. Even large listings like Hyundai Motor India are trading below issue price, reflecting cautious investor sentiment. Analysts attribute the slowdown to excess supply, stretched pricing, and geopolitical uncertainty. Looking ahead to FY27, experts expect a more measured IPO pipeline, with recovery dependent on market stability and improved investor confidence.
Dalal Street is witnessing a powerful rebound! In this episode, we decode the sharp rally as the Nifty surges over 470 points and the Sensex jumps 1,500 points, driven by short covering, value buying, and easing concerns around the West Asia conflict. Broad-based buying across large caps, mid caps, and small caps signals renewed investor confidence after weeks of volatility. Market veteran Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, shares his insights on whether the worst is behind us, valuation comfort, FII flows, and the road ahead for 2026. He also highlights key sectors like banking and pharma, and explains his investment strategy during uncertain times. Is this the right time to invest? What should investors do next? Watch for expert insights and actionable market guidance.
Join Market Guru Shibani Sircar Kurian, Sr. Fund Manager & Head-Equity Research at Kotak Mahindra AMC, as she decodes today's Indian stock market volatility. With Nifty surging 2% to 22,970 and Sensex up 1,470 pts amid geopolitical risks and FII flows, Kurian shares insights on key sectors like banking, healthcare, and consumption—her expertise areas.
In the Market Guru episode today, George Joseph, CIO & CEO (Equity) at ASK Investment Managers, shares his strategy for navigating the current market volatility triggered by the West Asia crisis and global uncertainty. Speaking with Shailendra Bhatnagar, he explains why periods of market corrections can create powerful investment opportunities for long-term investors. Joseph highlights a growing tilt toward domestic cyclical sectors, large-cap financials, construction and infrastructure plays, while also identifying emerging opportunities in the data center and AI ecosystem. He believes global disruptions and elevated crude prices may be temporary, with markets eventually normalising. The discussion also explores India’s capex cycle, cement sector consolidation, and how investors can position portfolios over the next 6-8 months amid global volatility and shifting market sentiment.
Ahead of the Union Budget, Market Guru brings you an in-depth conversation on how investors should position themselves in a volatile and opportunity-rich market environment. Moderated by Sakshi Batra and Shailender Bhatnagar of Business Today, this pre-Budget special features Jyotivardhan Jaipuria, Founder & Managing Director of Valentis Advisors, as he shares his expert perspective on market trends, sectoral opportunities and key risks to watch. From identifying potential pre-Budget investment themes to understanding how policy signals could influence equities, interest rates and investor sentiment, this discussion offers practical insights for both retail and long-term investors. As expectations build around growth, fiscal discipline and reforms, the Market Guru decodes what really matters for your portfolio in the run-up to the Budget and beyond.
Market Guru Yogesh Patil, CIO-Equity at LIC Mutual Fund, shares his outlook for calendar year 2026, Q3 earnings expectations, sectoral trends, and asset allocation strategies. Patil highlights improving credit growth, potential interest rate cuts, normalization in Q3 earnings, and selective opportunities across BFSI, specialty chemicals, defence, and capex-led sectors. He also discusses the structural bull case for gold and silver amid global uncertainty and central bank buying. While challenges remain, Patil believes the next 15 months could be better than the previous phase, supported by policy reforms, easing liquidity, and improving economic momentum.
As markets take a breather in early January, all eyes turn to the Union Budget and what it may mean for equities. Market Guru Satish Ramanathan believes the Finance Minister faces a classic tightrope walk — balancing fiscal discipline with the need to sustain economic growth. With multiple demands on the tax rupee, from subsidies to social spending, the biggest hope from Dalal Street is stability. Investors want a predictable tax regime and a budget that remains expansionary rather than contraction-led. As pre-budget rally expectations stay muted, clarity on taxation, spending priorities and growth support could decide the next market move. For equities, stability may be the strongest stimulus of all.
Indian markets opened 2026 with early highs but quickly faced heavy selling pressure, with Nifty down ~200 points and Bank Nifty/IT indices sharply lower amid geopolitical tensions in Europe and South America, weekly expiry dynamics, and pre-weekend caution. JM Financial AMC CIO Satish Ramanathan views the volatility as an opportunity, noting reasonable economic momentum and improving earnings, though valuations warranted a pullback. He expects Q3 earnings to be solid and anticipates a post-Budget rally driven by domestic consumption push, possible tax reforms, and measures to attract FIIs. Precious metals continue strong on safe-haven demand. Strategy: Gradually build portfolios in volatile markets; avoid panic selling. Markets defend 25,900 on Nifty; IT down 2%.
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