Prashant Nair

The CEO of Emmer Capital Partners warned that equity markets must brace for significant volatility in the first quarter of the year due to global and domestic uncertainties.

The switchgear segment margins, which weighed down on the third quarter performance, are expected to normalise to 38-40% soon.

Chetan Seth, APAC-Equity Strategist at Nomura expects the markets to reach peak pessimism by the end of the first or second quarter of 2025.

Matt Orton, Chief Market Strategist at Raymond James Investment, said that Donald Trump’s initial tariff policies may appear aggressive, but they could be strategic moves to drive better trade deals soon.

Pankaj Tibrewal, Founder and Chief Investment Officer of IKIGAI Asset Manager, expects earnings growth estimates for 2025-26 (FY26) to be revised

With the Fed maintaining its cautious approach and the dollar showing resilience, the economic landscape for 2025 suggests a period of relative stability and strength for US financial markets.

Arvind Sanger, Managing Partner at Geosphere Capital Management stated that corrections in stocks like Zomato and Dixon signal India's market is reaching a better balance between growth and valuations.

Taher Badshah, CIO of Invesco Mutual Fund, stated that sectors like digital commerce and capital market-related businesses, similar to consumer and FMCG stocks, have strong structural drivers that can sustain their valuations over the long term.

India's nominal gross domestic product (GDP) growth of 10% over the past decade, while reasonable, falls short of meeting the aspirations of its talented workforce, raising concerns about opportunities for the youth.

CMD G Krishnakumar expects BPCL's crude sourcing mix to stabilise in 1-2 months, and is hopeful of government support on LPG under-recoveries.