Gws 2025

China is a good cyclical market to play; India still most expensive relative to other EMs

Arjun Divecha, Partner and Head of Emerging Markets for GMO, thinks India is still expensive while China is well-placed for a cyclical rebound

Valuations still 'expensive', even after the drawdown: Expert takes from MC Global Wealth Summit

Both Rashi Talwar Bhatia and Prashant Jain agreed that largecap stocks are starting to present attractive valuations, but were not comfortable with valuations in the broader market space.

Identifying multi-baggers: Chris Mayer, author of 100-Baggers, shares the key metrics that drive his investment decisions

Finding 100-baggers in today’s market is both easier and more difficult than in the past, says Mayer

Weak currency is a good thing for the country: Arjun Divecha, Emerging Markets Head, GMO

In a conversation with Moneycontrol, Divecha also explained why a weak currency is a good thing for countries that are growing; holds faith in India’s strong macroeconomics while China’s market is now attractively priced but structural disparity persists.

Markets simply don’t predict the future, they’re also compensating for the past: Samir Arora

After the sharp rallies Samir Arora noted, 'as long as you don't feel that you should reduce equity in favour of something else, because broadly it has corrected or that relatively a five-year number looks out of place… it is still a bull run'

Anish Shah and Neelkanth Mishra Share Insights on India’s Economic Growth and Future Outlook

During a panel discussion at Moneycontrol's Global Wealth Summit, Mahindra & Mahindra MD Anish Shah emphasised that work-life balance is personal and praised the government’s consistent capex strategy for its strong multiplier effect. He remains optimistic about India’s economy, projecting 20% SUV growth and 15% Q4 farm business growth. Axis Bank’s Neelkanth Mishra, also part of the discussion, called for government restructuring to boost competitiveness, citing excessive ministries. He termed the recent GDP slowdown "self-inflicted" due to fiscal, monetary, and regulatory factors but expects near 7% growth once liquidity improves. Mishra also suggested India should target 8% GDP growth over the next decade.

'Last 5 years taught me that ...': Devendra Fadnavis on potential alliance with Uddhav Thackeray, Sharad Pawar

"If Uddhav had answered his call at the right time, the situation today would have been different. But we now pick each other's phone calls," he said.

CM Fadnavis Outlines Vision for Maharashtra’s $1 Trillion Economy, Highlights Infrastructure Growth

At Moneycontrol Global Wealth Summit 2025, Maharashtra CM Devendra Fadnavis outlined his vision to make Maharashtra a $1 trillion economy by 2030, highlighting its leadership in FDI, fintech, and startups. He emphasised Maharashtra’s investment appeal, citing major projects like NPCI’s global HQ and semiconductor proposals. Fadnavis also discussed Dharavi’s redevelopment, drought-mitigation plans, and Gadchiroli’s rise as a steel hub. He expressed openness to Tesla investing in the state and stressed Maharashtra’s dominance in attracting industries. On politics, he affirmed Mahayuti’s unity for BMC elections and called for a constructive opposition with a clear vision for the country.

'He has that face': Fadnavis quashes 'sulking' Shinde rumours

He looked serious even when he was the chief minister. No one asked these questions then. Now, that he is not the CM, people are saying - look, Shinde ji isn't smiling, says Fadnavis.

Morgan Housel AI and Innovation Often Dismissed, But Ordinary People Drive Real Progress

At Moneycontrol Global Wealth Summit 2025, author Morgan Housel discussed historical misconceptions about innovation, citing how many in the 1990s dismissed the Internet as a fad, similar to the Wright Brothers' doubts about aviation's commercial potential. He noted that transformative industries often fail to generate profits for investors, as 90% of companies in new sectors disappear within 10-20 years. Housel also argued that access to information is no longer a major advantage; instead, disciplined behaviour determines success. He emphasised the power of ordinary individuals striving for incremental progress, calling them his true heroes.

Will turn Maharashtra into $1 trillion economy by 2030: Devendra Fadnavis at GWS 2025

Fadnavis, who was speaking at the Moneycontrol Global Wealth Summit 2025 in Mumbai, said that the BJP government mooted the idea of $1 trillion economy back in 2016-17.

'Mumbai becoming startup capital of India': Devendra Fadnavis's top quotes at GWS 2025

People used to build startups here and then go to Bengaluru. Now, reverse migration is happening, says CM Fadnavis

Daniel Pink on Regret: A Powerful Tool for Growth and Self-Improvement

At Moneycontrol Global Wealth Summit 2025, author Daniel Pink discussed the power of regret, stating that anyone claiming to have no regrets is lying. He noted that younger people have fewer regrets due to a shorter history of missed opportunities. Pink emphasised that regrets reveal what people value most and should be treated as valuable signals for self-improvement. He advised learning from regrets rather than dwelling on them, stressing the importance of self-compassion and acknowledging that regrets of inaction tend to be the most enduring and impactful.

Experts Debate Market Outlook: Arora Warns of U.S. Uncertainty, Sharma Predicts Flat Nifty Returns

At Moneycontrol Global Wealth Summit 2025, market experts shared mixed views on global and Indian equities. Samir Arora of Helios Capital said he is no longer bullish on the U.S. due to rising uncertainty from tariffs, deportations, and government instability. Shankar Sharma of GQuant Investech predicted near-zero Nifty 50 returns for the next 4-5 years, with large caps drifting downward. He criticised India's unified market views, contrasting them with diverse U.S. opinions. While Sharma warned of a problematic macro environment, Arora expects markets to bottom out in months, followed by a 7-8% rise in the short term.

Global Experts Optimistic About India's Growth, Call for Strategic Investments

At Moneycontrol Global Wealth Summit 2025, experts expressed confidence in India's growth trajectory. Florian Neto of Amundi projected 14.5% growth for India and praised the rupee’s stability. Norway’s Ambassador May Elin Stener highlighted the country’s sovereign wealth fund, which has tripled investments in India over five years, citing strong bilateral ties. Warburg Pincus MD Vishal Mahadevia stressed the need for India to stay competitive to attract investments, particularly in labour-intensive manufacturing.

Devendra Fadnavis says startups returning to Mumbai from Bengaluru: 'We are seeing reverse migration'

“There was a time when entrepreneurs founded their startups in Mumbai and then moved to Bengaluru. Now we are seeing reverse migration happening,” Fadnavis said.

Don't expect a V-shaped market recovery as that needs govt's intervention: Samir Arora

Market expert Samir Arora added that the market is set to bottom out in the next one or two months.

Shankar Sharma and Samir Arora face off: Who will win?

Moneycontrol GWS 2025: An Indian bull can run only for five years, while American bulls can run for 10 years, says Sharma

'Real bear market only in India': Veteran investor Shankar Sharma says Nifty will give zero returns for the next 5 years

"In my view large caps don't fall 50%, they rather slow down. The grind is going to be different. Large caps will drift down and bring correction in overvaluation," he added.

Unable to sell some of my smallcap holdings, hoping for bull market in 2030: Shankar Sharma

Moneycontrol GWS 2025: 'I am hoping for bull market in 2030 to be able to exit my stuck position. So, whatever was saleable, I sold between July and September,' says Sharma

SEBI and Experts Discuss Derivatives, Investor Education and Foreign Capital

At Moneycontrol Global Wealth Summit 2025, SEBI’s Ananth Narayan emphasised the importance of regulating derivatives to prevent excessive trading, noting a 23% YoY decline in index options volumes. He stressed investor education and foreign investment as key priorities, with SEBI conducting a nationwide survey to boost market participation. NSE CEO Ashish Chauhan highlighted evolving risk management and supported stricter regulations for market stability. SBI MF’s DP Singh predicted daily SIPs will gain popularity, expanding financial inclusion. Experts agreed on the need for responsible investing, with a focus on balancing domestic savings with attracting foreign capital for sustained growth.

Daily SIP will become an even bigger 'rage' than Rs 250 SIP, says SBI MF's DP Singh

SBI MF's Joint CEO DP Singh, while speaking at the Moneycontrol Global Wealth Summit has said that the fund house is aiming to take capital creation to the bottom of the pyramid, and is confident of making it big.

Crypto is a global asset: Crypto's Mainstream Acceptance Grows as Experts Predict Global Consensus

At Moneycontrol Global Wealth Summit 2025, experts discussed the growing mainstream acceptance of crypto. CoinDCX CEO Sumit Gupta highlighted that since January, several Trump administration promises on crypto have materialised, reinforcing its permanence. Mudrex Co-founder Edul Patel noted that nuanced discussions around crypto are emerging, with increasing investor confidence. Gupta advised investors to consider crypto for portfolio diversification, while Giottus CEO Vikram Subburaj observed rising interest from family offices. Experts emphasised the need for global consensus on crypto regulations, with Gupta predicting domestic players will eventually dominate India's crypto market over the next decade.