Rahul Jain

Cofounder, Pendo

Search every verified Rahul Jain interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rahul Jain, a SEBI-registered research analyst and cofounder at Pendo, appeared in two videos in mid-2026. In a July 11 discussion with Anupam Tiwari, Jain expressed a bullish outlook on Indian markets, citing falling crude oil prices and improving earnings. He stated that he expects "more compounding and better opportunity of wealth creation" in small and midcap stocks over the next five to ten years, attributing this to "access to talent, access to capital, access to customer." Jain also commented on the IT sector, calling it "clearly overhyped," and remarked that "nobody owns AI stocks, everybody's positive about it." He advocated for cyclical diversification across sectors to manage business cycle risk. In a May 1 video, Jain discussed a media report alleging that HDFC Bank disguised payments as marketing spend. He noted that the bank's audit committee had initiated an internal investigation into a payment of around 45 crore rupees to a state firm, and that the bank's chairman had resigned shortly before. Jain stated that the bank's response to the stock exchange "has not denied these charges," and he argued that the bank's management needs to provide clarity. He also said that foreign institutional investors have been "very very bearish" on HDFC Bank due to corporate governance issues, and that in his view the bank's fundamentals "have not improved in fact they have gone down."