Daily Voice: India’s FY27 growth story is intact despite Middle East tensions, says Qode’s Gaurav Didwania
Oil can certainly spike on supply fears, but unless there is a prolonged and meaningful disruption to physical supplies, prices may not sustain at levels that derail global growth, Gaurav Didwania of Qode Advisors said.
Chartist Talk: Is Nifty’s technical rebound still alive? Milan Vaishnav says 24,000 is possible, bets on these two stocks
If the Nifty 50 consolidates, Milan Vaishnav expects the 23,000 level to stay defended.
Daily Voice: Iran de-escalation remains highly uncertain; near-term market view stays cautious, says OmniScience's Ashwini Shami
From a longer-term perspective, a nearly two-year price correction and a sharp fall of around 15 percent in recent weeks have increased the attractiveness of Indian equities, said OmniScience's Ashwini Shami.
According to him, the current Middle East crisis is expected to have a limited impact on the long-term earnings potential of Indian listed companies, as most of them are focused on the domestic economy.
Daily Voice: India structurally attractive if Iran war de-escalates, earnings visibility improves: Edelweiss MF’s Trideep Bhattacharya
Edelweiss MF's base case still assumes oil moderates if conflict de-escalates. Strategic stock releases by the International Energy Agency and temporary sanctions flexibility on Iranian cargoes are already acting as stabilizers, said Trideep Bhattacharya.
Daily Voice: Recession odds rise but aren’t base case; growth could turn fragile if Iran crisis persists, says Marcellus’ Arindam Mandal
In the near term, risk-off sentiment can persist simply because visibility is low. Markets are still trying to assess whether this is a contained disruption or something more prolonged, said Marcellus' Arindam Mandal.
Sell-on-rise market? SBI Securities sees Nifty under pressure, picks two stocks for the week ahead
On the charts, Nifty faces strong resistance at 23,345–23,380, and until this zone is decisively breached alongside improvement in FII positioning, the broader undertone is likely to remain cautious with a sell-on-rise approach, said Sudeep Shah.
Daily Voice: Why RBI may avoid a rate move in April despite strong domestic macros
Overall, RBI MPC's stance is likely to be ‘pause with readiness to act’, rather than any immediate shift towards easing, said ALF Accurate's Rajesh Kothari.
Daily Voice: Why Baroda BNP Paribas MF's Jitendra Sriram is betting on utilities, healthcare, and consumer stocks in a turbulent market
Markets are clearly in an uncertain frame given the breakout of hostilities in Iran. What is most critical from an India point of view is the “new normal” for crude, said Jitendra Sriram of Baroda BNP Paribas Mutual Fund.
Global stagflation, rupee stress, volatile stocks: Mavenark’s Ponangi maps the big CY26 risks
The current Middle East crisis, if it persists over the next 3-4 months, will create a multi-year buying opportunity, said Mavenark's Phanisekhar Ponangi.
Daily Voice: No Fed rate cuts soon? Sandeep Bagla says next move may be a hike, not a cut
Sandeep Bagla of TRUST Mutual Fund believes West Asia war will be a long-drawn war between US and Iran. Hence, FY27 is likely to be a muted return generator from equity markets perspective, he said.
Daily Voice: DSP's Anil Ghelani flags earnings hit if oil supply blockade persists
Once the immediate US-Israel-Iran conflict cools down, a positive move in equity markets is surely possible, but it might not be a “sharp” rally, said DSP's Anil Ghelani.
Daily Voice: Deeper market drops improbable without ongoing global energy disruptions, says Anil Rego
If oil prices remain closer to current levels rather than sustaining above $100, the direct impact on March quarter earnings is likely to remain limited for most sectors, said Anil Rego of Right Horizons PMS.
Daily Voice: Middle East tensions may keep foreign investors cautious on India in near term, says Karthick Jonagadla
Karthick Jonagadla doesn't think oil supply concerns fade quickly from here. Traffic through the Strait of Hormuz is still badly disrupted.
MC Interview: Too early to say worst is over; supply pressures to persist, says Sonam Srivastava
The relaxation in Press Note 3 is a meaningful shift in India’s FDI posture and signals a pragmatic recalibration of the earlier blanket restrictions on investment from land-bordering nations, said Sonam Srivastava
Daily Voice: Naveen Kulkarni sees growth challenges to Indian economy if Iran war gets prolonged
The volatility index serves as a crucial indicator of market stability, and a higher volatility in equity markets clearly indicates instability at the present juncture. The war in Middle East has been very tricky as it continues to escalate, said Naveen Kulkarni of Axis Securities PMS.
Chartist Talk: Sudeep Shah flags deeper correction risk as Nifty breaks 61.8% Fibonacci level; suggests two stocks
Given the current chart structure and weak momentum setup, any near term rebound, if it occurs, is likely to attract fresh selling interest, especially near resistance zones, said Sudeep Shah of SBI Securities.
Daily Voice: Large caps past worst of correction; mid-, small caps face more pain, says Ametra’s Karan Aggarwal
Strait of Hormuz blockage might not last beyond month of March 2026 as blockage impact almost every Asian country and extended blockage might warrant a direct military participation from multiple players, said Karan Aggarwal.
Middle East war could trigger India earnings downgrades, GDP cuts if oil stays above $100: Chakri Lokapriya
With multiple commodities moving together right now, the cumulative inflation impulse could be larger than the headline crude number alone implies, said LGT's Chakri Lokapriya.
‘Rahu Kal’ for markets? Nilesh Shah warns oil spike from Middle East tensions could still sting India
Sustained high oil prices not only fuels inflation but pressures the rupee, bond yields, and equity sentiment. Markets hate uncertainty; volatility rises as investors recalibrate risks in response to events, said Nilesh Shah of Kotak Mahindra AMC.
Daily Voice | Markets could rebound as earnings strengthen, oil steadies: Nimesh Chandan
Nimesh Chandan remains positive on domestic-oriented sectors, as they are better insulated from global uncertainties.
Daily Voice: Prolonged Iran war may make 2026 tough for global economy, says Vikas Gupta
The resolution of the Hormuz issue will definitely be a positive signal for the markets. But without resolution of the ongoing war it does not signal full market optimism, said Vikas Gupta.
Chartist Talk: Nifty risks fall to 23,000 on weekly close below 24,300; Rahul Ghose bullish on Sun Pharma, ABB
According to Rahul Ghose, a close below 24,300 would turn this market into a sell on rallies, from buy on dips from a trading perspective. Only a substantial visible improvement in the geopolitical situation would change this outlook.
Daily Voice: India better placed to absorb oil shocks despite Middle East tensions, says Carnelian’s Swati Khemani
FY27 presents a clearer runway for earnings improvement with valuations no longer stretched and interest rates easing, the earnings cycle appears poised for gradual acceleration This year should be better than last calendar year gone by, said Carnelian’s Swati Khemani.
Daily Voice: Valtrust’s Rahul Bhutoria warns of second leg of market repricing if US-Iran conflict drags on
LNG price spikes also merit attention — city gas distribution companies and fertiliser manufacturers with spot LNG exposure could see meaningful input cost pressure if the disruption persists into Q4, said Valtrust's Rahul Bhutoria.
Chartist Talk: Sudeep Shah sees this sectoral index extending gains; shares 2 stock picks for next week
Considering the current chart structure and overall market setup, Sudeep Shah of SBI Securities continues to recommend a sell on rally approach.
