Daily Voice: Q1 EBITDA, PAT growth so far in line with expectations, but EPS estimates may see downgrades, says this CIO
Urban consumption should gradually recover with rural consumption improving further (on account of timely monsoons and a robust kharif sowing season). Thus, earnings could witness a revival from September quarter onwards, said Poonam Tandon of IndiaFirst Life.
Chartist talk: SBI Securities' Sudeep Shah sees rally continuing in these 5 stocks next week
The 100-day EMA zone of 24,600-24,550 will act as immediate support for the Nifty 50. Any sustainable move below the level of 24,550 will lead to further correction upto the 24,200 level. However, on the upside, the 20-day EMA zone of 25,100-25,150 will be the crucial hurdle for the index, said Sudeep Shah of SBI Securities.
Daily Voice: RBI likely to cut FY26 inflation outlook, keep rates unchanged in August, says JM Financial’s Ankur Jhaveri
US tariffs has been a major overhang on the global trade as well as the financial markets since the start of 2025. However, the frequent postponement of the tariff deadlines has allowed markets time to digest their likely impact, said JM Financial’s Ankur Jhaveri.
Daily Voice: Platform stocks risky; hospitals more promising, says this fund manager
Invasset PMS' Anirudh Garg believes cement companies are likely to see strong earnings growth in H2 FY26, driven by a stable volume trajectory and infrastructure growth.
Daily Voice: Earnings growth to pick up from Q2FY26; large-cap IT likely to stay in low-growth phase
Varun Lohchab of HDFC Securities expects FMCG companies to deliver only mid- to high-single-digit earnings growth this fiscal year, while these stocks are trading at rich valuations.
Daily Voice: Fed to implement 100 bps interest rate cuts by 2026, to bolster US economy, says DBS Bank
DBS Bank remains constructive on gold despite the current wave of consolidation. There remains a multitude of long-term tailwinds for gold, Joanne Goh said.
Daily Voice: RBI may cut interest rates twice more before entering prolonged pause, says Naveen Kulkarni of Axis Securities
The focus on growth will continue to remain strong, and thus the inclination toward rate cuts will continue to remain high, said Naveen Kulkarni of Axis Securities PMS.
Daily Voice: US tech sector provides more promising long term investment opportunities, here's why
Average Indian IT companies have traditionally not invested much in R&D and innovations; this could now start negatively impacting their growth prospects, said Siddharth Bothra of Ambit.
Chartist Talks: These 2 stocks likely to generate significant alpha compared to broader markets
Milan Vaishnav expects Bank Nifty to break 56,000 support. The correct range for Nifty Bank for the coming week would be 57,500 on the higher side where it is likely to find resistance and 55,000 where there is immediate pattern support.
Daily Voice: Ashwini Shami of OmniScience says this sector is severely mispriced, offers strong investment opportunity
OmniScience has been overweight on the banking sector, said Ashwini Shami.
Daily Voice: Threshold for RBI choosing to cut rates in August quite high, double-digit vehicle volumes growth in H2FY26 can't be ruled out, says PNB MetLife's CIO
The auto sector is gearing up for a robust second half in FY26, largely driven by boost in disposable incomes across both rural and urban India, said Sanjay Kumar of PNB MetLife.
Chartist Talks: FII long-short ratio signals limited Nifty downside, these 3 stocks likely to continue northward journey, says Sudeep Shah of SBI Securities
While the current FII long-short ratio points to a clearly bearish stance by FIIs, the extremely low long-short ratio also suggests that much of the negativity might already be priced in, leaving room for a potential bounce if any positive trigger emerges, said Sudeep Shah of SBI Securities.
Daily Voice: Nifty at 28,000? This fund manager says it’s likely if corporate profits rise
Multifaceted bullish case, with drivers spanning monetary, fiscal, and geopolitical domains, suggests that gold is well poised to outperform over the remainder of the financial year, said Rishabh Nahar of Qode Advisors.
Daily Voice: Cement, chemicals, consumer discretionary sectors poised for recovery, says Kotak AMC’s Nilesh Shah
Going ahead, the headline CPI inflation trajectory looks fairly benign and we continue to expect the FY26 inflation trajectory to remain favourable, driven largely by moderating food prices as well as benign commodity prices, said Kotak's Nilesh Shah
Daily Voice: With expectations of recovery in growth, markets remain broadly healthy despite elevated valuations, says Waterfield’s Vipul Bhowar
With expectations of a recovery in growth, markets remain broadly healthy despite elevated valuations, says Waterfield’s Vipul Bhowar.
Daily Voice: Jyoti Prakash of AlphaaMoney sees consumer demand picking up in second half of FY26
Demand from rural India will be strengthened given better-than-expected monsoons. Demand conditions in urban India remain tepid and should see revival considering more money in the hands of the people, said Jyoti Prakash of AlphaaMoney.
Daily Voice: Earnings, not Trump tariffs, will be the key trigger for Indian markets, says Julius Baer's Nitin Raheja
The revival of consumption in the festival season in the second half of the year will be another key trigger for the markets, said Julius Baer's Nitin Raheja.
Daily Voice: Equitree’s Bharaddia believes these 4 sectors poised for catch-up despite strong structural tailwinds
Consumption is a promising theme, especially in light of recent tax rate changes and interest rate cuts, said Pawan Bharaddia of Equitree Capital.
Chartist Talks: SBI Sec’s Sudeep Shah bullish on 4 stocks, but signals avoid for telecom stock, sees this bank at overbought zone after 81% rally
Technical signals suggest that downside momentum may be gaining strength in Nifty 50, said Sudeep Shah of SBI Securities.
Chartist Talks: I-Sec’s Dharmesh Shah sees strong Nifty structure despite recent correction; expects index to reach 25,800 in August
I-Sec’s Dharmesh Shah expects volatility to remain elevated amid progression of earnings season coupled with Tariff related development wherein strong support is placed at 24,900-24,800 levels.
Daily Voice: Tariffs will reshape global supply chains in these three strategic sectors, says Client Associates’ Rohit Sarin
There is a strong possibility that inflation will increase in the US due to higher tariffs as the cost of products is expected to increase significantly, says Client Associates’ Rohit Sarin.
Daily Voice: 15% market returns possible in FY26 despite trade uncertainty but bullish on domestic focussed small caps, says Lotusdew's Banerjee
Detachment from global headlines could be the dark horse, said Lotusdew's co-founder Abhishek Banerjee.
Daily Voice: India won't compromise despite short-term pain from US trade deal, says this Investment Strategist
Focus of Mr. Market is always on the India Inc. earnings performance in the long-term. Tariffs are one of the factors which could impact those, said Vikas Gupta of OmniScience Capital.
Daily Voice: Meaningful wave of earnings upgrades still distant, but worst of downgrades likely over, says Samco CIO
As the Q1 FY26 earnings season begins, several sectors are expected to contribute to earnings growth, supported by a combination of policy momentum and improving demand trends, said Umeshkumar Mehta of Samco Mutual Fund.
