Daily Voice | Market now a stock-picker’s game; avoid overweighting solar in 2026: Nikhil Khandelwal
If earnings stabilise and domestic liquidity stays healthy, 2026 still has room to surprise on the upside for the market, said Nikhil Khandelwal.
Daily Voice | FIIs to return in 2026: Helios’ Dinshaw Irani sees domestic consumption sectors outperform
Dinshaw Irani of Helios India does not like but loves the quick commerce space as this segment, given the under penetration, is expected to see exponential growth in the near future.
Daily Voice: Fed’s 2026 successor likely to stay dovish, push early rate cuts, says LGT’s Hofer
The big wildcard for 2026 is whether the war in Europe can end, delivering a major peace dividend for markets, said Stefan Hofer.
Daily Voice: OmniScience Capital's Ashwini Shami sees strong growth in power, logistics, professional services in 2026
With inflation below the lower end of the RBI’s target range, another rate cut in 2026 cannot be ruled out, said Ashwini Shami.
Daily Voice: Private banks may deserve higher valuations than PSUs, says UTI AMC’s Karthikraj Lakshmanan
The trade deal with US has been anticipated by the markets for some time now since the additional tariffs in August 2025, said Karthikraj Lakshmanan.
Daily Voice: Abakkus fund manager sees high-growth momentum to persist for new-age companies
Aman Chowhan feels it is unlikely that rupee will further weaken on its own against the dollar in 2026.
Daily Voice: Banking sector to lead markets in 2026, says Shailendra Kumar; sticks to underweight call on IT
A key positive trigger for the Indian market is the expected improvement in earnings, supported by the fact that valuations for the Nifty 50 and several large-cap stocks are now at reasonable levels, said Shailendra Kumar.
Chartist Talk: Avoid bottom-fishing in IndiGo after 9% slide, says Sudeep Shah; recommends 2 stocks for next week
IndiGo's MACD has dipped below both the signal line and the zero line, accompanied by rising red histogram bars, reinforcing the negative setup, said Sudeep Shah.
Daily Voice: Liquidity won’t be an issue for money markets, low probability of further rate cuts by RBI, says Emkay Wealth's Joseph Thomas
While Iow inflation opens up quite a bit of space for rate cuts, the extremely bullish growth numbers do not leave much room for soft policy, said Thomas
Daily Voice: Abhishek Banerjee explains why the rupee could return to 85 in 2026
If there is an US-India trade deal, the hardening of rupee will be quite severe which can negatively impact IT services most, said Abhishek Banerjee.
Daily Voice | Four ‘real economy’ sectors that can outlive the AI hype
Key challenge for Indian equity market is global economic conditions and geo-political crisis, said Akhil Bhardwaj.
Daily Voice: ‘Santa rally quite likely,’ says Prabhakar Kudva as he bets on double-digit 2025 gains, sub-5% repo
The most significant tailwind for 2026 is simply the mean reversion from the recent under-performance and under-ownership, said Prabhakar Kudva.
Daily Voice: Large private banks remain valuation-friendly; CIO George Joseph bullish on exchanges, depositories
Once uncertainty around the India–US trade deal clears, market attention is likely to shift toward broader macro and domestic drivers, said George Heber Joseph.
Cheap clean energy to power India as leading renewable, green hydrogen player, says Pralhad Joshi
Expansion of transmission infra, expansion of PM Surya Ghar and green hydrogen scale-up are among the steps the government will take to meet its clean-energy targets, the new and renewable energy minister tells Moneycontrol
Daily Voice | Fed likely to stay cautious in December, not cut rates: Waterfield’s Vipul Bhowar
The trade deal is anticipated to attract back foreign portfolio investors, who have been cautious due to tariff tensions and trade uncertainties, said Vipul Bhowar.
Chartist Talk: Bank Nifty could rally to 66,000 by March; Rahul Ghose backs HUDCO, Lupin for December
While the Nifty is yet to decisively breach its all-time high, unlike the Bank Nifty, both the price structure and candlestick formations suggest it could do so soon, said Rahul Ghose.
Daily Voice: RBI liquidity stance trumps rate cuts, says Nimesh Chandan; sees 2026 equity gains
While a 25-bps cut remains possible, it’s unlikely to be the dominant driver for long-term yields, which are more sensitive to fiscal dynamics and next year’s budget, said Nimesh Chandan.
Daily Voice: 8.2% GDP and steady demand to boost banking growth in 2025, says Smallcase manager
For the banking sector, Sneha Jain expects H1 2026 to reflect improved margins, healthier treasury performance, and more stable balance-sheet dynamics.
Chartist Talk: Sudeep Shah says Nifty IT may beat its June swing high next month; flags two stocks
The Nifty IT index is trading comfortably above its 200-day EMA, reinforcing the ongoing strength in its structure, said Sudeep Shah.
Daily Voice: Bajaj Life's Srinivas Rao Ravuri expects RBI to cut rate next week, optimistic about strong earnings recovery in FY27
Srinivas Rao Ravuri remains positive on Indian equities, with a preference for large caps. Valuations are at a modest premium to long-term averages, which is sustainable in an earnings-upcycle, he said.
Daily Voice: Moderate, stock-specific returns in 2026 as global risks rise, says this fund manager
The challenges for the market are on the global side in 2026. A slowdown in US growth after a long AI driven tech cycle, volatile foreign flows and stretched pockets in small and thematic names can create air pockets, Sonam Srivastava said.
Daily Voice: Markets may end 2025 with a 10% rally; 2026 expected to be fundamentally stronger, says Vikas Gupta
Tailwinds for India in 2026 could be the India-US trade deal and several other bilateral trade deals with other trading blocks or countries, said Vikas Gupta.
Daily Voice: India-US trade deal likely within 1-2 months; HDFC Bank looks undervalued, says Anil Rego
When energy realignment, tariff posture, and diplomatic signalling all shift in the same direction, they often foreshadow a breakthrough before it becomes publicly visible. Under those conditions, the emergence of a India-US trade deal within a short window would be a natural extension of the trajectory already in motion, said Anil Rego.
Daily Voice: Divam Sharma sees high probability of 25 bps repo rate cut in December, says NBFCs offer compelling growth lever
GST rationalisation and increased credit borrowing in the upcoming festive season is going to boost the growth in NBFCs, said Divam Sharma.
