India's finance minister, Nirmala Sitharaman, defended the private sector, saying they are investing and expanding despite the pandemic and war uncertainties. She highlighted the keenness with which many businesses from various sectors are coming to India, including renewable energy and space. Sitharaman also addressed tax evasion and noted that the tax authority is tackling misuse and encourages those who are genuinely paying taxes.

India needs to sustain 8% annual growth to become a $5-10 trillion economy, and the private sector must accelerate its investment, according to Amitabh Kant, India's G20 Sherpa. Uday Kotak, Executive Vice Chairman & MD, Kotak Mahindra Bank asks why can’t we see the animal spirit in broader corporate India? That is our challenge. He said the private sector will rise to the occasion, given time.

Deven Choksey , says that the Indian stock market is likely to see increased participation and support from domestic investors. He notes strong performances from FMCG, auto, and bank stocks, adding that Reliance has taken the market to new highs. On metal counters, Choksey says demand remains strong and margin protection should be back.

Investors should never forget that whether a fancied investor bought it, whether a highly campaigned IPO is coming up, in any case, some traders or gamblers could make money in between but normal investors stick to valuation, the future of the business, how the company has been managed and how it may get managed or is there any change, is there the symptoms of change in the culture of management, sharing of wealth with minority shareholdersm says Porinju Veliyath

Carnelian Capital Compounder Fund aims to invest in a concentrated portfolio of 25 long-only stocks within its QARP framework, focusing on capturing the trillion-dollar Indian market opportunity. In response to macro headwinds and geopolitical issues, all flagship schemes have reportedly delivered decent outperformance versus its benchmarks. The portfolio is reportedly evaluated within two broad baskets--Magic (50%-60%) and Compounder (30%-40%)--to identify companies with visible change and a blend of sustainable earnings growth.

Indian markets closed on a strong note in April with the Nifty50 reclaiming the 17,900 levels. Founder and CEO of Alice Blue, Sidhavelayutham, stated that the momentum remains strong for banks and real estate, while suggesting that investors buy on dips as long as global cues remain optimistic. The Bank Nifty added 2,770 points, while the Nifty50 added 963 points in April, backed by FII buying in their favourite counters

Ankit Agrawal, CEO, and founder of InsuranceDekho, spends 30 minutes daily chanting 'Om' while meditating to manage stress and maintain emotional well-being. He practices gratitude every day and stays mindful, calm, and grounded, which helps him deal better with the ups and downs of business. Besides, Agrawal believes maintaining social connections and relationships is crucial for mental health

“Our conviction on Divi’s is more from a stock-specific perspective rather than from a category oriented perspective. Divi’s is a firm where half of its business is not API related. It is a contract manufacturing of patented molecules largely etc. And as a result of this part of the business, there tends to be a lot of volatility from quarter to quarter in reported results.”

N Jayakumar’s portfolio won’t be mirroring the Nifty and there has to be stock selection. “Given the amount of coverage in the market, maybe a year, year-and-a-half down the line, we have to see if FIIs’ tactical play on moving from Indian markets to China, gets reversed.” Jayakumar also cautions against extrapolating the exaggerated move seen in April in midcaps and smallcaps.