SEBI Chief Urges Investors to Remain Patient as Global Uncertainty Rattles Markets \u2014 Is Volatility Temporary?<\/a><\/p>\nHere\u2019s What Happened Today and Why Traders Reacted<\/h2>\n
Several themes discussed at the summit help explain the cautious tone prevailing across global and Indian financial markets.<\/p>\n
Key factors influencing investor sentiment include:<\/p>\n
\u2022 Geopolitical tensions disrupting global energy supply chains
\u2022 Persistent volatility across equity and commodity markets
\u2022 Market corrections creating selective opportunities in mid- and small-cap stocks
\u2022 Continued momentum in India\u2019s IPO ecosystem supported by domestic investors
\u2022 Structural changes in venture capital and private equity investment patterns<\/p>\n
For traders, these developments reflect a market environment where short-term volatility remains elevated, but where structural investment opportunities continue to emerge beneath the surface.<\/p>\n
Strong Businesses Continue to Deliver Through Market Cycles<\/h2>\n
Amid discussions about market volatility, speakers repeatedly emphasised the importance of focusing on business fundamentals rather than short-term market movements.<\/p>\n
Sekhar Garisa<\/span><\/span>, Managing Director and CEO of AESL<\/span><\/span>, noted that companies with strong business models and sound execution capabilities tend to perform consistently over time, regardless of market cycles.<\/p>\n\u201cStrong businesses continue to perform over time,\u201d Garisa said, highlighting a principle that many long-term investors rely on during periods of uncertainty.<\/p>\n
He also observed that companies preparing for initial public offerings today are far more aware of the expectations that accompany a public listing. Pre-IPO firms are increasingly learning from the experiences of earlier listings and preparing themselves for the intense scrutiny and operational demands that follow.<\/p>\n
This shift reflects the growing maturity of India\u2019s startup and corporate ecosystem as more companies transition from private to public markets.<\/p>\n
Venture-Backed IPOs Are Becoming an Important Feature of Indian Markets<\/h2>\n
Another key discussion point at the summit was the evolving role of venture capital and private equity in India\u2019s IPO landscape.<\/p>\n
Deepak Padaki<\/span><\/span>, president of Catamaran Ventures<\/span><\/span>, noted that the transition of venture-backed companies into public markets remains a relatively new development in India.<\/p>\n\u201cBoth investors and companies are continuing to learn from the experience,\u201d Padaki said.<\/p>\n
Despite broader market volatility, he emphasised that capital continues to flow toward strong late-stage companies, particularly those preparing for public listings.<\/p>\n
Padaki also stressed the importance of disciplined portfolio management, highlighting asset allocation and liquidity as essential tools for investors seeking to capitalise on market opportunities.<\/p>\n
\u201cWe are Test match players, not T20 players,\u201d he remarked, emphasising the importance of patience and long-term thinking in investing.<\/p>\n
Elevated Valuations Are Creating Pressure on Businesses to Deliver<\/h2>\n
While capital remains available for high-quality companies, some speakers cautioned that elevated valuations in both public and private markets could create execution pressure for founders.<\/p>\n
Rishabh Mariwala<\/span><\/span>, founder and managing partner of Sharrp Ventures<\/span><\/span>, pointed out that founders often seek high valuation multiples when raising capital.<\/p>\nIn some cases, these valuations can reach six times revenue, which shifts the burden onto companies to deliver rapid growth after investment.<\/p>\n
Mariwala also noted that public market valuations across large-cap, mid-cap and small-cap segments remain above long-term historical averages.<\/p>\n
According to him, the market may still need additional time to fully adjust valuations following recent volatility.<\/p>\n
Private Equity Is Navigating a Changing Exit Landscape<\/h2>\n
The summit also highlighted how private equity investors are adapting to evolving market conditions.<\/p>\n
Manish Kejriwal<\/span><\/span>, founder and managing partner of Kedaara Capital<\/span><\/span>, said that the IPO market has become one of the most important exit routes for private equity investors in India.<\/p>\nStrong domestic participation, particularly through systematic investment plans (SIPs), has helped sustain activity in primary markets even during volatile periods.<\/p>\n
At the same time, private equity firms are increasingly exploring alternative exit strategies such as:<\/p>\n
\u2022 Strategic acquisitions by multinational companies
\u2022 Sponsor-to-sponsor transactions between PE firms
\u2022 Public market listings through IPOs<\/p>\n
Kejriwal added that global institutional investors currently face capital constraints in certain Asian markets, particularly China, which has tightened capital availability and increased the importance of successful exits.<\/p>\n
REITs and InvITs Are Emerging as a Fast-Growing Investment Segment<\/h2>\n
Beyond equities and private markets, experts also highlighted the rapid expansion of Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs).<\/p>\n
Atul Mehra<\/span><\/span>, Managing Director and CEO of Axis Capital<\/span><\/span>, noted that investor awareness of these instruments has increased significantly over the past decade.<\/p>\n\u201cWhen the first REIT and InvIT transactions were launched nearly a decade ago, investors required extensive explanations about the structure,\u201d he said.<\/p>\n
Today, however, these investment vehicles have gained widespread acceptance among both institutional and retail investors.<\/p>\n
According to Mehra, the REIT and InvIT market has grown nearly tenfold in the past four years, making it one of the fastest-expanding segments within India\u2019s capital markets.<\/p>\n
What These Insights Mean for Investors and Market Outlook<\/h2>\n
The discussions at the Global Wealth Summit ultimately reinforced a central theme shaping today\u2019s investment landscape: periods of uncertainty often coexist with emerging opportunities.<\/p>\n
While geopolitical tensions, energy disruptions and technological change continue to influence market sentiment, several structural trends remain supportive of India\u2019s long-term investment outlook.<\/p>\n
For investors, the key takeaways include:<\/p>\n
\u2022 Select opportunities emerging in mid- and small-cap sectors after recent corrections
\u2022 Continued strength in India\u2019s IPO ecosystem supported by domestic capital flows
\u2022 Expanding opportunities across private markets, REITs and InvITs
\u2022 Increasing maturity among companies transitioning from private to public markets<\/p>\n
As India\u2019s capital markets deepen and investor participation broadens, the country is gradually establishing itself as one of the most dynamic investment destinations in the global financial landscape.<\/p>\n
For long-term investors, the evolving market environment underscores a timeless principle: volatility may shape the short term, but fundamentals ultimately drive value creation.<\/p>\n","protected":false},"excerpt":{"rendered":"
As global financial markets grapple with geopolitical tensions, energy shocks and rapid technological change, leading investors and policymakers at the Moneycontrol Global Wealth Summit 2026 highlighted a key message for market participants: volatility may dominate headlines, but structural opportunities are beginning to emerge across several sectors of India\u2019s capital markets. One of the most notable […]<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1331],"class_list":{"0":"post-22863","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1331,"user_id":4,"is_guest":0,"slug":"sourabh","display_name":"Sourabh Sharma","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/22863","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=22863"}],"version-history":[{"count":2,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/22863\/revisions"}],"predecessor-version":[{"id":22867,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/22863\/revisions\/22867"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/22865"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=22863"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=22863"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=22863"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=22863"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}