Ashwini Agarwal of Demeter Advisors remains optimistic about the Indian market, citing strong domestic flows and expectations of growth fueled by government spending and lower interest rates. While acknowledging stretched valuations, he suggests that a positive surprise, such as a private sector investment surge, could further propel the market.
Multi cap funds are gaining traction, with a corpus nearing Rs 1.75 lakh crore by May. Offering balanced exposure to large, mid, and small caps, they help investors benefit across market cycles. With Indias robust growth outlook and demographic edge, these funds offer a disciplined, diversified path to long-term wealth.
India's market regulator, SEBI, is tightening oversight on trading members following violation discoveries during regulatory inspections. Stock exchanges are now tasked with monitoring corrective actions taken by trading houses and brokerages. Non-compliance with SEBI's directives will attract escalating penalties, potentially leading to a ban on new clients and trading terminal shutdowns.
