Interview

Daily Voice: Harsh Gahlaut says the most disruptive phase is over; equities now better positioned than a year ago

Harsh Gahlaut of FinEdge believess from the next quarter onwards, the trend is likely to shift towards earnings upgrades rather than downgrades.

PFRDA says planning inflation-linked NPS products to protect retirees’ returns

NPS to offer same tax benefits to new inflation-protected payouts; 100% equity option already available

Daily Voice: India’s growth could accelerate to 7.5% if US trade pact is finalised, says Smallcase expert

Abhishek Banerjee of Lotusdew Wealth is quite bullish on formalization of economy which can be seen as increased GST collection even after GST tax cuts as well as increasing EPFO contributions.

Daily Voice: No earnings downgrades expected after Q2 FY26? This investment manager calls it overly optimistic

The delay in the India-US trade deal presents significant threats to Indian equity markets that could potentially undermine the anticipated earnings recovery, Robin Arya of GoalFi said.

Chartist Talk: Sudeep Shah keeps these two stocks on radar for next week, sees 25,100 as crucial zone for further Nifty rally

The zone of 25,050–25,100 will act as a crucial resistance area for the Nifty 50, as it coincides with the 61.8 percent Fibonacci retracement of the recent decline, said Sudeep Shah of SBI Securities.

Chartist Talk: Four-digit mark likely for this logistics stock, Bank Nifty to hit new highs well before Nifty 50

The support for the Bank Nifty is around 54,800 while next resistance is around 55,800 and 56,500 for the next few sessions, Arun Kumar Mantri said.

Daily Voice: With government increasingly focused on consumption, infrastructure capex appears to have peaked, says Ashish Chaturmohta

Ashish Chaturmohta of JM Financial is particularly positive on companies poised to benefit from a rural consumption recovery, which forms a significant part of overall demand.

Chartist Talk: Close above 25,000 crucial for sustainable rally in Nifty 50, these 2 stocks look overbought now, says Rahul Ghose of Hedged

Overall, the daily and weekly timeframe trend continue to be in a sideways band Nifty 50. There is no clear direction as far as Nifty is concerned, said Rahul Ghose of Hedged.

Daily Voice: Govt measures may boost short-term consumption, but broad-based job creation key to long-term recovery, says Kotak Life’s Hemant Kanawala

During the recent market correction, we have observed compelling investment opportunities emerging across both consumption-driven and investment-led themes, said Hemant Kanawala of Kotak Mahindra Life Insurance.

Daily Voice: No near-term triggers for fresh market rally; another 50 bps repo rate cut may be needed, says Ladderup's MD

Markets are now looking for something more concrete, be it a strong earnings surprise, significant trade measures with major partners, or a major geopolitical breakthrough to justify a move to new highs, said Raghvendra Nath of Ladderup Asset Managers.

Daily Voice: Divam Sharma explains why he leans towards Zomato and not Swiggy

Divam Sharma of Green Portfolio remainss cautiously optimistic on food delivery sector as the sector still faces competitive intensity and changing consumer preferences.

Daily Voice: Good monsoon, tamed inflation may give RBI MPC room to cut rates, says Shriram Wealth's Vikas Satija

India–US trade deal offers sector-specific benefits in electronics, agri-tech, and industrial goods, but not as a market-defining catalyst, said Shriram Wealth's Vikas Satija.

Chartist Talk: Nifty 50 faces make-or-break 24,500 support, charts flash warning signs

Bharti Airtel and Larsen & Toubro would be my picks for next week, said Milan Vaishnav.

Daily Voice: Possibility of a 5–6% market correction due to global volatility, says HDFC Securities' Varun Lohchab

Varun Lohchab does not anticipate a significant slowdown in aggregate earnings for Q2FY26, although some sectors may experience mild softness.

Daily Voice | IT sector needs earnings revival before rebound, FMCG valuations remain pricey: Shailendra Kumar

Current corporate earnings growth expectations are conservative, suggesting that further estimate cuts are unlikely, said Shailendra Kumar of Narnolia Financial Services.

Chartist Talk: Sudeep Shah sees 200 DEMA as crucial support for Nifty, identifies 2 stocks with upside potential

On the technical front, Nifty has broken below key short-term moving averages — the 20-day, 50-day, and 100-day EMAs — all of which have now turned downward, signalling weakness in trend structure, said Sudeep Shah of SBI Securities.

Daily Voice: Anil Rego cautious on US-exposed pharma stocks; warns against underestimating tariff-led global slowdown

With India supplying 45% of US generic drugs and the US being the largest pharma export market worth $8.7 billion in FY24, any escalation beyond current measures could fundamentally alter sector dynamics, said Anil Rego of Right Horizons.

Daily Voice: US-India trade deal could be a catalyst for sustained market uptrend, says this fund manager

The domestic story remains supportive, but a robust rebound toward record highs will likely require a strong trade agreement to ease market concerns, Anirudh Garg of INVasset PMS said.

Daily Voice: Markets may consolidate until clarity on US tariff policies, Q2FY26 earnings to remain subdued, says Dikshit Mittal of LIC MF

Dikshit Mittal of LIC MF anticipates a meaningful pickup in earnings momentum starting from Q3FY26, driven by themes such as consumption, BFSI, manufacturing, and capex.

Daily Voice: IT sector could be a good accumulation opportunity for patient investors, but with a pinch of salt, says Green Portfolio founder

Anuj Jain of Green Portfolio believes Donald Trump is using the H-1B visa issue as a tactical measure in trade negotiations with India.

Daily Voice: RBI’s hands are tied for near-term rate cuts as rupee depreciates sharply against USD, says this Investment Strategist

Besides many other factors, the gold prices are probably rallying since several central banks across the world are reducing exposure to the USD and increasing to alternatives including gold, Vikas Gupta of Omniscience Capital said.

Daily Voice: Quest’s Rakesh Vyas explains why he’s backing two private banks, affordable housing lenders

The recent improvement in US–India relations raises the possibility of the 25% additional tariff on Indian goods being rolled back, which could trigger a relief rally toward the end of CY25, Rakesh Vyas of Quest Investment Advisors said.

Daily Voice: India Inc enters upgrade cycle as Nifty eyes Diwali highs, says Wright Research’s Sonam Srivastava

The supportive policy backdrop and global liquidity easing set the stage for earnings upgrades rather than downgrades over the coming 2–3 quarters, said Sonam Srivastava.

Daily Voice: AI's impact on hiring could pose long-term challenges for jobs creation and economic growth, says Marcellus' Arindam

A durable move to new markets highs would still need support from earnings revisions and global rates rather than tariffs alone, says Arindam Mandal of Marcellus.