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Daily Voice: OmniScience’s Ashwini Shami explains why the rally in PSU banks could be sharper

The banking sector remains one of the most significantly mispriced segments of the market, said OmniScience’s Ashwini Shami.

Daily Voice: Srinivas Rao Ravuri of Bajaj Allianz Life foresees relatively high likelihood of earnings downgrades in FY26

The full implications of the US tariff measures are still unfolding and have not been entirely reflected in FY26 earnings estimates, said Srinivas Rao Ravuri of Bajaj Allianz Life.

Daily Voice: IT sector faces multi-level challenges in coming decade, says Alok Agarwal

While the outlook for IT sector is not exactly exciting, but the recent sharp correction does leave room for pullbacks, said Alok Agarwal of Alchemy Capital Management.

Daily Voice: Next Fed rate cut likely only if labour market slows significantly or consumer spending drops sharply, says this fund manager

The market’s bullishness on BFSI stems from structural tailwinds—robust credit growth (16% YoY), improved asset quality with GNPA (gross non-performing assets) at decade lows, and expanding net interest margins, said Sonam Srivastava.

Daily Voice: Tariff impact on earnings yet to completely unfold, but domestic and value-added plays remain solid bets, says Equitree's Pawan Bharaddia

Pawan Bharaddia of Equitree Capital remains positive on domestic manufacturing, engineering, ancillaries, and consumption, aligned with themes like "Make in India" and supply chain diversification out of China.

Chartist Talks: Sudeep Shah of SBI Securities believes FIIs cautiously optimistic on market, bets on these 2 picks for next week

Any sustainable move above the zone of 23,900-23,940 will lead to a sharp upside rally in the Nifty 50 upto the level of 24,200, followed by 24,500 in the short term, said Sudeep Shah of SBI Securities.

Daily Voice: Sustained uncertainty will derate assets, especially in US, says Marcellus’ Pramod Gubbi

The current period of tariff-led uncertainty is a great opportunity for long term investors to start looking for bargains, said Pramod Gubbi of Marcellus.

Chartist Talks: Ashish Kyal eyes 55,000 on Bank Nifty next week; reveals post-rally Nifty 50 strategy

Short term consolidation in Nifty 50 is possible, but it is best to use dips as buying opportunity for move to 24,200 over near term.

Daily Voice: India hits sweet spot with removal of reciprocal duty, 10% blanket tariff, says this cofounder

India domestic consumption is strong. Investing in consumption space is clearly a safe strategy, said Anuj Jain.

Daily Voice: Investors should remain prepared for turbulence, as full economic ripple effects of tariffs still unfolding, says Whitespace Alpha's Puneet Sharma

The 90-day deadline is likely a political gesture rather than a binding timeline, designed to signal urgency without guaranteeing outcomes. Stakeholders should anticipate extended periods of uncertainty, punctuated by sporadic progress on narrow issues, rather than sweeping solutions, said Puneet Sharma.

Daily Voice: US 90-day tariff pause a 'window for key trade talks,' says Waterfield's Vipul Bhowar

Although tariffs will raise substantial revenue for the United States, this may lead to decreased economic activity and lower consumer purchasing power, said Vipul Bhowar.

Trump bottom in place? Dharmesh Shah of ICICI Securities explains why Nifty at 24,000 in May, picks this strategy for this week

Any dip towards 22,300 should not be construed as negative instead that should be considered as buying opportunity for Nifty 50, said Dharmesh Shah of ICICI Securities.

Daily Voice: Probability of earnings downgrades exist in FY26, continue to prefer private financials over IT, says Bandhan AMC's Daylynn Pinto

Bandhan AMC's Daylynn Pinto believes that large cap IT post the recent correction are now trading at reasonable valuations.

Cautious market sentiment persists: SBI Securities’ Sudeep Shah on FII moves for coming week, bullish on 5 stocks

Considering the current chart structure, Sudeep Shah of SBI Securities recommends adopting a cautious stance and stock-specific approach.

Daily Voice: Declining interest rates, potentially rebounding earnings suggest Nifty may have found its floor, says Narnolia's Shailendra Kumar

From here on, the Nifty is likely to consolidate around current levels while global markets continue the high volatility phase, said Shailendra Kumar of Narnolia Financial Services.

Daily Voice: InCred's Aditya Sood expects earnings to grow at a high single-digit pace in FY26 given tariff impact on these 3 sectors

InCred's Aditya Sood believes concentrated portfolios are likely to outperform diversified ones.

DBS Bank's Radhika Rao believes downside risks for India's FY26 growth may rise if tariffs remain high

Dislocations in the asset markets, particularly bonds, likely persuaded the US administration to impose a 90-day pause on its high reciprocal tariffs for all countries except China, said DBS Bank's Radhika Rao.

Daily Voice: Post tariffs, growth in US may suffer in short term, but US may not enter recession conditions, says Tata Asset Management's Murthy Nagarajan

Post US tariffs, global supply will have some disruption, but it will not lead to higher inflation, said Murthy Nagarajan of Tata Asset Management.

Daily Voice: These 4 sectors likely to post healthy double-digit growth in Q4FY25, says Baroda BNP Paribas MF's Shiv Chanani

The tone of the RBI policy signaled more rate cuts given the change in stance. This will imply change in expectations of cumulative rate cuts in FY26 on the higher side, said Baroda BNP Paribas MF's Shiv Chanani.

Chartist Talks: Hedged's Rahul Ghose explains why he is betting on these 2 largecaps in this market correction

Both InterGlobe Aviation (IndiGo) and Tata Motors hold promise but require distinct approaches, said Rahul Ghose.

Daily Voice: Another 5-10% correction quite possible if uncertainty persists and situation in US turns more stagflationary, says TRUST MF's Sandeep Bagla

The probability of a recession in US is high this time around, as low economic activity is likely to be accompanied by high inflationary expectations, said TRUST MF's Sandeep Bagla.

MC Interview: With peak global economic uncertainty, FIIs may remain cautious about India allocation, says Nitin Bhasin of Ambit

Despite external uncertainties, India is expected to grow in the range of 6-6.25 percent YoY in FY26, and would be the fastest growing EM, Nitin Bhasin and Bharat Arora of Ambit believe.

Chartist Talks: Bulk of the pain might be over for Nifty, bet on these 2 stock ideas, says Gemstone's Milan Vaishnav

Gemstone's Milan Vaishnav expects NIfty FMCG to defend March lows and relatively outperform the broader markets.

Daily Voice: Don’t foresee Nifty falling significantly below June 2024 lows, bullish on gold since 2020, says Ashika Global's Amit Jain

In this volatile environment, Ashika Global's Amit Jain is betting on India’s domestic strength. Banking, capital goods, and infrastructure remain attractive, driven by strong fundamentals and government spending.