Prashant Nair

Taimur Baig, Managing Director and Chief Economist at DBS Group Research expects gradual currency adjustment and modest RBI rate hikes ahead, while warning against disorderly moves. Baig also highlights the resilience of the US economy despite trade and energy shocks, and says AI-driven infrastructure spending is creating long-term productive capacity despite concerns over imports.

Vikas Gupta, Managing Director of PG Electroplast, said the company is moving ahead with its compressor manufacturing plans and expects production to begin in the fourth quarter of FY27.

Vikram Sahu, India CEO and Country Executive at Bank of America, remains optimistic about the increasing participation of domestic investors in the equity market. He believes that higher incomes, broader access to financial products and a steady shift of household savings towards equities will continue to drive strong inflows into Indian markets over the long term.

IRDAI Chairman Ajay Seth has outlined a sweeping six-part reform plan aimed at accelerating India’s ‘insurance for all’ goal, while banking and insurance leaders stressed that trust, technology and simplified products will be key to expanding coverage across the country.

CLSA's Laurence Balanco remains bullish on Indian midcaps, noting that the Nifty Midcap index has broken out of a prolonged consolidation phase since 2024, strengthening its technical outlook.

Gunjan Prithyani, Senior Analyst-Automobiles & Auto Components at BofA Global Research warns of near-term pressure on auto sector margins from higher steel and metal prices, while affordability risks could impact entry-level vehicle demand.

B Thiagarajan, Managing Director of Blue Star said the industry still needs further price hikes, but excessive increases could hurt demand as manufacturers struggle with shrinking margins and excess production capacity

Ridham Desai, Chief Equity Strategist for India at Morgan Stanley expects the AI-led capital expenditure cycle to remain strong through the next 12-18 months, while domestic retail inflows continue to support Indian equities. Desai also said easier market access and higher corporate issuances could help attract foreign capital back to India.

Vikas Khemani, Founder of Carnelian Asset Management and Advisors, said market weakness caused by geopolitical tensions and higher oil prices is temporary and expects conditions to improve once energy concerns ease.

Jonathan Garner, Chief Asia and Emerging Market Equity Strategist at Morgan Stanley, said passive funds that track benchmark indices are increasingly allocating capital to Taiwan and South Korea, where earnings momentum is strongest, while reducing exposure to India and China due to relatively weaker earnings growth.