“If you feel that the US economy is stabilising or rather there is a soft landing, then the whole economic atmosphere over there or rather all the IT companies, should see the positive benefits. Plus falling interest rates will obviously lift the valuation multiples also. FPI flows will be going into largecaps as small and midcaps cannot absorb those kinds of flows.”
"If the market is of a scenario wherein there is a net inflow, that incremental money will always keep looking for sectors and stocks which will give good performance over a period of time and which is where we will see the returns coming in from across the sectors and within those sectors across the stocks."
“Inflation is definitely under control. We have seen quite a bit of moderation in the last few quarters and even going ahead, barring some uneven food inflation numbers that may come up temporarily, overall inflation trajectory seems to be well in control. Crude has fallen from $95 to about $75 a barrel. Inflation is unlikely to become a spoilsport in the very short term.”
The CEO of Trust Mutual Fund says interest rates will not rise dramatically or fall in the near term. However, a rate cut is likely somewhere at the start of FY25