Ignore market noise, India’s long-term story intact, say D-Street bulls Ramesh Damani and Sunil Singhania

Whereas Indian markets would possibly briefly be on a slippery slope amid important international outflows, geopolitical pressure and rising considerations if India is lagging behind in areas reminiscent of synthetic intelligence and semiconductors, the nation’s structural development drivers stay intact, feels D-Street’s high bulls like Ramesh Damani and Sunil Singhania.

Talking at a hearth session throughout the Groww India Investor Competition 2026 in Mumbai, each traders urged retail members to disregard short-term market noise and keep targeted on long-term wealth creation by way of disciplined investing.

“Now we have turn out to be used to markets delivering 15-20 p.c returns yearly after COVID. Markets don’t transfer in a straight line,” Damani mentioned, cautioning traders in opposition to drawing conclusions from short-term corrections or momentary underperformance.

Referring to previous market cycles, Damani mentioned benchmark indices throughout international markets have often moved sideways for lengthy stretches, even whereas essentially sturdy corporations continued to steadily create substantial shareholder worth beneath the broader market’s muted efficiency.

“After I began my investing journey, the Sensex was under 1,000. At the moment it’s above 80,000. There isn’t any purpose to consider India’s subsequent 10-20 years won’t proceed to create large wealth,” he mentioned.

Addressing considerations over persistent international institutional investor outflows and India lagging friends reminiscent of Korea, Taiwan and the US in latest months, Damani argued that fears of a slowdown in home investor participation have been overstated.

“Every time foreigners promote, somebody is shopping for these shares. Home traders perceive Indian companies finest, and they’re backing Indian corporations with conviction,” he mentioned.FIIs have offloaded home equities price Rs 2.06 lakh crore in 2026, remaining web sellers for the third successive month-to-date. They’ve bought shares price Rs 14,231 crore, up to now this month. In lower than 5 months, international funding outflow has surpassed 2025 figures of Rs 1.66 lakh crore.

Additionally learn: FIIs promote over Rs 2 lakh crore price of Indian equities in 2026. What lies forward?

Nifty is down over 7% on an year-to-date foundation whilst its Asian friends like Shanghai Composite (4%), Nikkei 225 (21%) and Kospi (74%) have outperformed the headline index. Its Wall Avenue rivals like Dow (2.5%) and Nasdaq Composite (13%) have additionally fared higher.

Echoing an identical sentiment, Abakkus Asset Supervisor Founder Sunil Singhania mentioned India’s financial mannequin stays essentially stronger due to its consumption-led development engine, although he acknowledged that India has not but emerged as a dominant participant in sectors reminiscent of semiconductors and deep expertise.

“There isn’t any doubt that a number of international corporations have achieved phenomenally properly in AI and semiconductors. However consumption and folks in the end maintain economies, and India stays one of many strongest long-term consumption tales globally,” Singhania mentioned.

Each traders repeatedly burdened the significance of endurance and compounding, warning retail traders in opposition to chasing speculative returns or shifting between trending asset lessons.

“There isn’t any secret to wealth creation. The true secret is compounding,” Damani mentioned throughout the viewers interplay, including that traders ought to deal with high quality companies and permit investments time to develop.

Sectoral alternatives

Damani stays bullish on defence, infrastructure, logistics and energy-linked companies, arguing they may emerge as long-term beneficiaries in an more and more fragmented geopolitical setting.

“The world has modified. Each nation now desires stronger self-defence and supply-chain independence,” he mentioned, including that traders would want to reposition portfolios for a altering international order.

Asset allocation: Gold/silver

The 2 traders additionally pushed again in opposition to the rising retail fascination with gold and silver following the sharp rally in valuable metals.

Singhania known as gold and silver as non-productive belongings whereas emphasising the significance of equities, referring to them as rising belongings. He advisable solely restricted allocation in the direction of valuable metals.

(Disclaimer: The suggestions, ideas, views, and opinions given by the consultants are their very own. These don’t characterize the views of The Financial Occasions.)