Investing Advice

Daily Voice: Railways, defence capex likely to rise sharply in Budget 2026, says Spark’s Devang Mehta

The December-quarter (Q3 FY26) earnings season is widely expected to build a strong base for subsequent quarters.

Daily Voice: 25% tariff cut key to 12-15% equity upside; FY27 Budget to back capital-intensive sectors, says LGT’s Chakri Lokapriya

Delay in India–US tariff agreement could weigh on markets despite reasonable valuations of around 20x earnings and India's premium to emerging markets remaining below long-term averages, said LGT’s Chakri Lokapriya

Daily Voice | Budget 2026 to focus on capex continuity, jobs, human capital and fiscal credibility: Pradeep Gupta, Anand Rathi

In Budget 2026, continuity in public capex, particularly in infrastructure, defence, energy transition, and logistics, will sustain the investment cycle, said Pradeep Gupta.

Daily Voice | Tariff shock nearing peak, not a long cycle; Budget must prioritise foreign capital: Divam Sharma

In the near term, focus is firmly on the upcoming Union Budget and the extent to which the government is willing to deploy fiscal measures to support growth, said Divam Sharma.

Daily Voice: Carnelian’s Manoj Bahety sees IT, auto, BFSI as attractive contra plays on valuation comfort

IT sector looks especially compelling on a 3–5 year view, as the sector is back to its historical valuation range, said Carnelian’s Manoj Bahety.

Daily Voice: Budget 2026 to prioritise strengthening domestic manufacturing, boost export competitiveness, says Quest’s Rakesh Vyas

Budget 2026 is likely to emphasize targeted, sector-specific incentives aimed at crowding in private capital expenditure, said Quest’s Rakesh Vyas.

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