India's Market Dynamics: Is it a Downturn or a Foundation for Growth? Experienced Investors Spot Opportunities Amidst Fluctuations
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India Markets: Slowdown or Setup? Investors See Opportunity Amid Volatility
M
Moneycontrol•28-02-2026, 10:53
India Markets: Slowdown or Setup? Investors See Opportunity Amid Volatility
•India's equity market slowdown is cyclical, not structural, creating attractive entry points for investors.
•Vikas Khemani of Carnelian Asset Management views the slowdown as part of India's natural economic journey, maintaining a structural growth phase.
•Pankaj Murarka of Axis Asset Management advises careful stock selection in large caps and highlights AI as a structural shift favoring larger companies.
•Samit Vartak of SageOne Investment Managers notes small caps follow 3.5-4 year cycles, with sharp rallies historically following corrections.
•Pre-IPO space offers rewards for investors backing the right businesses and staying invested through market swings.