Investing Advice

Daily Voice: Quest's Rakesh Vyas sees FY27 earnings normalisation driving fresh capital inflows

The government’s focus on stimulating domestic consumption is expected to enhance capacity utilisation levels, which should, in turn, catalyse a meaningful pickup in private capital expenditure over the next 12–18 months, said Rakesh Vyas.

Daily Voice: Markets could deliver 15–20% gains in 2026, says INVasset's Anirudh Garg

The Indian IT sector is likely to witness moderate growth in FY26, with earnings stabilizing after a period of strong expansion, said Anirudh Garg.

Daily Voice | Q3 earnings mixed; outlook optimistic, downgrades seen easing: Samco MF CIO

The textile sector in India is relatively well placed as compared to other countries following the announcement of the India-US trade deal. Lower tariffs will improve the competitiveness of the sector and support export-oriented players, said Umeshkumar Mehta.

Daily Voice: Geopolitical and commodity risks persist, yet domestic growth stays resilient, says Divam Sharma

Divam Sharma expects volatility to persist in the short term, but the medium-term outlook for Indian equities remains firmly positive.

Daily Voice | Strong Q4 outlook; energy, cleantech, data centres, defence, industrials in focus: Ashwini Shami

Third quarter earnings showed sector-level divergence where overall the good revenue growth for sectors such as financial services, industrials, healthcare, auto and business services, said Ashwini Shami.

Daily Voice: India Inc's continued earnings growth to be big market catalyst going forward, says Helios India's Dinshaw Irani

Dinshaw Irani doesn't expect the RBI to undertake any rate cuts in the next couple of meetings as even the previous rate cuts have not resulted in the G-Sec yields coming down.

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