Daily Voice: Q4 to see gradual uptick, not breakout rally; Axis MF's Devalkar bets on banks
Axis MF's Shreyash Devalkar expects Nifty 50 earnings to rebound meaningfully with mid-teen growth in FY27 and FY28.
Daily Voice: Earnings picking up in broader markets; IT AI panic 'exaggerated,' says LGT's Rajesh Iyer
AI is transforming the industry’s focus rather than reducing its relevance, says Rajesh Iyer of LGT.
Daily Voice: 'Pillars falling into place' - Earnings poised for double-digit growth, says Jitendra Sriram
Lag effects of softer monetary policy, the stimulus of GST rationalisation and the better prospects of manufactured exports post ratification of trade deals is expected to improve this earnings growth momentum further into the mid teens later into the year.
Daily Voice: Runaway market rally unlikely in 2026; FMCG recovery gradual but worst phase behind, says Shriram Life’s Ajit Banerjee
Ajit Banerjee expects fourth quarter to close the fiscal year on a firmer footing compared to the relatively softer first half. Overall earnings growth for FY26 is likely to be in the high single digits, with FY27 appearing more constructive, potentially delivering growth of around 15%.
Daily Voice: Earnings cycle turning; FY27 recovery to gather pace, says Mirae’s Varun Goel
While global events remain a risk, Varun Goel expects earnings growth for India small caps to bounce back from a cyclical low in FY25. Smallcaps are inherently more volatile, and sharp corrections are part of the cycle.
Chartist Talk: Nifty unlikely to slip below 25,000; build IT positions, says Rahul Ghose
The daily and weekly RSI oscillator levels also suggest a sideways trending market, said Rahul Ghose.
Daily Voice: Sell-off on AI disruption fears shows earnings catching up, but structural thesis intact, says Sonam Srivastava
If global risk appetite improves and domestic earnings remain in the mid-teens range, India can deliver relative outperformance, though returns are likely to be more moderate than the previous post-pandemic surge, said Sonam Srivastava of Wright Research PMS.
Chartist Talk: 25,300 key for Nifty downside, but momentum could lift these two large caps, says Sudeep Shah
Max Financial Services has delivered a horizontal trendline breakout on the daily chart, backed by steady follow-through and rising volumes, which strengthens the validity of the move said Sudeep Shah.
Daily Voice: Don’t short IT after sharp fall; bullish on banks, auto, chemicals, says HDFC Tru’s Uniyal
With Indian firms already diversifying into high-growth markets like the EU, US and UK, Pranab Uniyal doesn’t anticipate a long-term structural threat to India’s textile sector.
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.
Nifty’s 25,880 wall: SBI Securities’ Sudeep Shah maps 26,000-26,200 path and flags two buys for next week
Traders should refrain from aggressive dip-buying in IT stocks and consider using rallies toward resistance as opportunities to sell until momentum improves, Sudeep Shah said.
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.
Daily Voice | Ankita Pathak sees room for further growth reflation as monetary policy takes the baton
Ankita Pathak believes valuations remain high as compared to the EM basket and return of FPIs would be crucial for a based recovery of the market.
Daily Voice: Why Marcellus’ Pramod Gubbi isn’t betting big on the US trade deal
As far as earnings growth is concerned, given the low base, double-digit seems very likely. But valuations are demanding of more, perhaps closer to mid-teens which is likely but not a given by any assessment, said Pramod Gubbi.
Daily Voice: US trade deal lifts mood, but this MD says earnings are the real trigger
On the retail side, many new investors who enter the market do not have the capacity to hold or patience if they do not see returns for a year or two. That is already showing up in lower trading volumes in recent months, said Raghvendra Nath.
Interview: Budget reassures on fiscal math, manufacturing; earnings growth key for markets over next 12–18 months, says Rahul Singh of Tata AMC
The ongoing results season has offered some comfort on earnings stability, with the potential for recovery in FY27. Valuations are supportive, both absolute and relative to other EMs, but earnings delivery will drive flows, said Rahul Singh of Tata AMC.
MC Interview | Strategy-first Budget builds domestic base; US trade deal lifts India in global supply chains: Sonam Srivastava
The India–US deal reinforces India’s credibility as a reliable manufacturing and export partner at a time when global companies are actively diversifying supply chains, said Sonam Srivastava.
Daily Voice | Post-US BTA, India clears 70% export deals; FIIs urged to reassess underweight: Trideep Bhattacharya
With most macro overhangs now largely behind us, investor focus is likely to shift toward earnings progression across sectors in India, said Trideep Bhattacharya.
Chartist Talk: Sustained close above 25,750 post gap-up could revive medium- to long-term bullish trend in Nifty; Ashish Kyal picks 5 stocks
Buying on dips offers a superior risk-reward, while avoiding aggressive trades into the gap and keeping leverage low is advised, said Ashish Kyal.
MC Interview: US-India trade deal boosts earnings visibility for select sectors, says Artha Bharat founder
According to Sachin Sawrikar, the impact of the India-US trade deal is likely to be incremental and sector-specific rather than a sweeping catalyst for overall earnings growth.
India-US trade deal Impact: Narnolia's Shailendra Kumar anticipates multi-year re-rating in engineering, auto components, textiles, jewellery
India- US trade deal secures a massive price advantage for our engineering, textile, and pharma sector, said Narnolia's Shailendra Kumar.
