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Stable8 articles4 sourcesDernière mise à jour: 13/07/2026

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Mirae Asset CIO Neelesh Surana on Market Outlook and Fund Strategies
En développement
Business·13/07/2026Résumé IA

Mirae Asset CIO Neelesh Surana on Market Outlook and Fund Strategies

Mirae Asset Investment Managers (India) CIO Neelesh Surana discusses market conditions, fund strategies, and investment philosophy. Despite recent underperformance, Surana remains positive on the market, citing attractive valuations and a recovering economy. He emphasizes buying quality at reasonable prices and outlines the firm's approach to portfolio construction and risk management.

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Economic Times
9 min de lecture
India's Economic Headwinds Easing: Helios Mutual Fund CEO Dinshaw Irani's Market Outlook
En développement
Business·26/06/2026Résumé IA

India's Economic Headwinds Easing: Helios Mutual Fund CEO Dinshaw Irani's Market Outlook

Helios Mutual Fund CEO Dinshaw Irani predicts India's economic headwinds will ease due to falling crude oil prices (to $65/barrel) and a stabilizing rupee, driven by policy moves and foreign flows. He advises investing in discretionary consumption, especially digital-first companies targeting younger generations, while avoiding FMCG and being cautious on IT and financials.

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Economic Times
3 min de lecture
Axis AMC MD & CEO B. Gopkumar on Market Outlook and Fund House Strategy
En développement
Business·22/06/2026Résumé IA

Axis AMC MD & CEO B. Gopkumar on Market Outlook and Fund House Strategy

Axis AMC MD & CEO B. Gopkumar discusses India's economic challenges, including inflation, monsoon concerns, and AI's impact. He expresses optimism for the next three years, highlighting infrastructure and consumption as key drivers. Gopkumar also details Axis AMC's efforts to regain investor trust through structural strengthening, technological advancements, and a refined investment framework, emphasizing a true-to-label approach for equity funds.

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Economic Times
11 min de lecture
Jim Cramer: Bond Stability Key as Mag 7 Resurgence Drives Market Outlook
En développement
Business·19/04/2026Résumé IA

Jim Cramer: Bond Stability Key as Mag 7 Resurgence Drives Market Outlook

Jim Cramer analyzes the market outlook as bond yields remain stable despite oil volatility and Middle East tensions. The 'Magnificent Seven' megacap tech stocks are resurging as the market recognizes their strong balance sheets and AI infrastructure spending is paying off. With the S&P Short Range Oscillator at positive 7.89% indicating an overbought market, Cramer suggests focusing on earnings rather than oil-related fears, while highlighting opportunities in AI agents, data center infrastructure, and energy buildout.

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CNBC