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.
Daily Voice | Vikas Gupta sees stronger earnings recovery each quarter; banking, finance may surprise
In the upcoming Union Budget, Vikas Gupta believes the Government can unleash large capex plans under infrastructure, power, railways and defence.
Daily Voice | Axis MF’s Ashish Gupta sees 15-16% FY27 earnings growth; flags dark horse sector, 4 themes for 2026
Ashish Gupta of Axis MF maintains an overweight stance on consumption. The positive impact of GST rationalization is seen across consumer discretionary companies which have reported strong festive-season sales.
Chartist Talk: Avoid Vodafone Idea; Escorts Kubota, Glenmark set for breakout, says Milan Vaishnav
One can certainly expect Nifty 50 to inch higher so long as it stays above 26,000 level, said Milan Vaishnav.
Daily Voice: Froth builds up in precious metals valuations; time to book some profits, says Equirus Family Office CIO
With expansionary fiscal and monetary policies, India could see acceleration in nominal GDP growth, which is one critical item for corporate earnings growth, said Chanchal Agarwal.
Daily Voice: Shailendra Kumar expects Q3FY26 earnings season to be strongest in two years; sees 15–20% Nifty rally in 2026
With valuations now normalized to more reasonable levels and corporate earnings showing signs of improvement, the outlook favours Indian markets in the year ahead, said Shailendra Kumar.
Chartist Talk: Sudeep Shah targets 26,500 for Nifty next week, bets on 4 stocks but advises caution on ITC
Sudeep Shah believes NHPC and Bosch look well poised to extend their upmove in the coming week, but advised caution on ITC after sharp fall last week.
Daily Voice: Another 10% rally in 2026? PL Asset’s Siddharth Vora sees earnings, liquidity lining up
While global challenges may persist, domestic-facing sectors with stronger balance sheets and operating leverage are better positioned to deliver positive earnings surprises, said Siddharth Vora.
Daily Voice: This CEO sees portfolio opportunities in financial services, automobiles, and healthcare for 2026
While a US trade deal could boost investor confidence, it's uncertain if large-scale FPI inflow will occur only after the deal, said Mohit Bhatia.
Daily Voice: DSP MF’s Vinit Sambre suggests top investment themes for 2026, avoids fresh aggressive allocations to gold and silver amid expensive valuations
Real estate could see a pickup in activity as new launches recover after a softer 2025, particularly among stronger developers, DSP MF’s Vinit Sambre said.
According to him, both gold and silver appear expensive relative to their long-term history, and recent returns may be difficult to sustain. “With limited upside and a weak margin of safety, we would avoid making fresh, aggressive allocations,” he advised.
Daily Voice: Why India risks losing global capital in 2026 even as emerging markets boom
For US markets, Arindam Mandal thinks 2026 is unlikely to be a simple repeat of recent years, but opportunities should still exist beneath the surface.
Daily Voice: AI hype, fragile US growth, FII caution, and why metals may still shine in 2026
High metal intensity required for data centers and electric vehicle architecture ensures a long-term growth trajectory, said Jimeet Modi.
Daily Voice: Nimesh Chandan bullish on earnings growth acceleration next year; double-digit profit growth seen in H2FY26
Nimesh Chandan expects corporate profit growth to move closer to double-digit in the second half of FY26 and further accelerate into the mid-teens in FY27.
Chartist Talk: Bullish momentum intact in RVNL, IRFC on price action and technicals, Nifty F&O expiry seen in 25,970–26,130, says Sudeep Shah
Looking ahead, the 26,200–26,250 zone is likely to serve as a key barrier for Nifty 50. A convincing breakout above 26,250 could open the door for a swift upswing towards 26,500 and then 26,650 in the near term, said Sudeep Shah.
Daily Voice: Rishabh Nahar expects significant divergence in Q3 FY26 earnings season; markets look for delivery on priced-in expectations
On the domestic side, the surprise for markets could be earnings related. Either earnings come in weaker-than-expected, or they surprise positively if demand and margins improve faster than anticipated, said Rishabh Nahar.
Daily Voice: Rohit Sarin expects financials, consumer discretionary sectors to drive equity markets in 2026
Rohit Sarin's preference for 2026 is tilted toward large-cap stocks. This is primarily because large caps are currently more favourably valued relative to mid- and small-cap stocks.
Chartist Talk: Milan Vaishnav expects Nifty 50, Bank Nifty to hit fresh highs soon; bullish on Nifty IT & these 7 stocks
Milan Vaishnav believes the Nifty IT Index is breaking out from a multi-month consolidation and may inch meaningfully higher from current levels.
Daily Voice: Sandeep Bagla flags earnings recovery as key 2026 challenge; sees gold, silver rally continuing on inflation risks
Banks and financial services are relatively safer investment options for 2026 as the credit costs are low, monetary easing is underway and valuations are reasonable, said Sandeep Bagla.
Daily Voice: Avinash Agarwal explains why real estate sector can be a good contra bet for 2026
Avinash Agarwal believes 2026 will be much better for the mid and small-cap segment given that the earnings growth is expected to improve and the full benefit of rate cuts, GST reforms, and other announcements will flow into the economy.
Daily Voice: Sanjay Chawla favours consumer discretionary, healthcare; earnings growth to improve in Q3 FY26
IT and healthcare appear promising at this juncture which are both export-oriented, said Sanjay Chawla.
Daily Voice | Strong asset quality seen for banks, NBFCs in FY26; IT services a dark horse, AI risks to watch: Manish Gunwani
With reasonably healthy current account and inflation, Manish Gunwani thinks bright chances of the rupee having a much better year ahead.
