Versuchen GOLD - Frei
'Interesting to see whether domestic liquidity remains at elevated levels'
Financial Express Mumbai
|January 03, 2026
Chirag Setalvad, Head - Equities of HDFC AMC, expects some foreign interest coming back to Indian shores after the huge outflows in 2025.
-
He tells Ananya Grover that with the markets having been rangebound for some time now, and smallcaps and midcaps underperforming, it would be interesting to see whether domestic liquidity remains elevated. Excerpts:How you do read the markets?
Overall, given the underperformance in 2025, valuations relative to other markets have now normalised. The correction in smallcaps and midcaps was warranted given the sharp run up and it is getting easier to identify opportunities. The measures rolled out by government and the RBI and an IndoUS trade deal, should help support the economy. This could translate into a better earnings above average.
Are you seeing any contra opportunity?
Diese Geschichte stammt aus der January 03, 2026-Ausgabe von Financial Express Mumbai.
Abonnieren Sie Magzter GOLD, um auf Tausende kuratierter Premium-Geschichten und über 9.000 Zeitschriften und Zeitungen zuzugreifen.
Sie sind bereits Abonnent? Anmelden
WEITERE GESCHICHTEN VON Financial Express Mumbai
Financial Express Mumbai
Why IndiGo still matters
DISMANTLING A MODEL THAT KEPT IT AFLOAT WILL NOT IMPROVE SAFETY OR AFFORDABILITY
4 mins
January 07, 2026
Financial Express Mumbai
Ind-Ra sees FY27 growth at 6.9%
Reforms cushion global headwinds; Goldilocks phase to persist: Agency
2 mins
January 07, 2026
Financial Express Mumbai
MeitY warning to X indicates tougher stance for Big Tech
GENERATIVEAITOOLS UNDER REGULATORYRADAR
2 mins
January 07, 2026
Financial Express Mumbai
Honda Motorcycle sales up 45% in Dec
HONDA MOTORCYCLE & Scooter India reported a strong 45% year-on-year increase in sales in December 2025, clocking total volumes of 446,048 units.
1 min
January 07, 2026
Financial Express Mumbai
Automakers face an ‘EV winter’ in 2026 as sales growth slows
GROWTH IN GLOBAL sales of electric vehicles is expected to slow this year as China winds down some subsidies, Europe wavers on its phaseout of combustion engines, and US producers and policymakers make a U-turn from the segment.
2 mins
January 07, 2026
Financial Express Mumbai
Sapphire-Devyani merger to create $1-bn QSR giant
THE MERGED ENTITY of Sapphire Foods India and Devyani International is likely to cross $1 billion in annual revenue once the transaction is completed, Ravi Jaipuria, non-executive chairman of Devyani International, said on Tuesday, outlining plans to scale KFC while prioritising a turnaround of Pizza Hut in India.
2 mins
January 07, 2026
Financial Express Mumbai
The Fed’s six big challenges in 2026
IN COMING MONTHS, markets will undoubtedly obsess over President Donald Trump's choice to lead the Federal Reserve and whether this will give him the control he seeks over interest rates.
2 mins
January 07, 2026
Financial Express Mumbai
Mahindra targets 30% rise in demand from XUV 7XO
MAHINDRA EXPECTS THE newly-launched XUV 7XO to drive up to 30% incremental demand without requiring any immediate expansion in manufacturing capacity.
1 min
January 07, 2026
Financial Express Mumbai
MFI credit going south, stressed assets shrink
CREDIT TO THE microfinance sector declined sequentially for the sixth consecutive quarter and registered a 9.3% year-on-year fall in the first half of FY26.
1 min
January 07, 2026
Financial Express Mumbai
'PSBs driving rise in MSME credit'
ENHANCED REGULATORY OVERSIGHT IMPROVES OPERATING ENVIRONMENT
1 mins
January 07, 2026
Listen
Translate
Change font size