Markets likely to remain in a range as valuations remain elevated: Ajay Tyagi

According to Ajay Tyagi of UTI AMC, Indian equity markets may continue to trade within a narrow range for an extended period as high valuations and subdued earnings growth trend upward even as domestic support remains strong.Markets have made intermittent gains over the past week, but overall sentiment has remained cautious despite continued selling from […]

Indian markets are still expensive but defensible: where Prateek Agarwal sees opportunities in 2026

Prateek Agarwal, MD and CEO, MOAMC, expects 2026 to be a year of selective revival for Indian equities, led by earnings growth, improved valuation comfort and potential returns from foreign portfolio investors (FPIs), after a challenging and tight market in 2025. In 2025, India broke away from global markets Speaking to ET Now, Agarwal said […]

Pharma is a ‘no-brainer trade’ for 2026, says Sandeep Tandon

Amid growing churn in high-growth parts of the market, investors’ focus is shifting from momentum-driven themes to valuation comfort and liquidity. The fast-paced trade, once a clear favorite, is now showing signs of fatigue as newcomers prepare to crowd an already frothy landscape. According to Sandeep Tandon, CIO at Quant Mutual Fund, the recent underperformance […]