Interview

Chartist Talks: Dharmesh Shah of ICICI Securities suggests market strategy, levels to watch for next week after tariff-led bloodbath

The upcoming RBI Policy will further dictate the trend which would have a bearing on the benchmark Bank Nifty, wherein any above expectation outcome would led to a gradual up move towards 52,500, said Dharmesh Shah of ICICI Securities.

Daily Voice: India likely to be beneficiary of ongoing tariff trade talks, focus on domestic sectors than export-oriented segments, says Bajaj Finserv AMC's Nimesh Chandan

The announcement of tariffs on all imports from all countries will ultimately lead to inflation in the US. The high tariffs that have been announced will result in higher prices for those products in the US, and these costs will ultimately be borne by US consumers, said Nimesh Chandan of Bajaj Finserv Asset Management.

Market looks shaky, but these 2 stocks shine: SBI Securities’ Sudeep Shah picks his weekly winners

Considering the current chart structure, weak momentum, and cautious global sentiment, it seems the bears are likely to retain control on the Nifty 50 in the coming sessions.

Daily Voice: Hope for earnings upgrades may delay further especially after higher than anticipated US tariffs, says DSP MF's Jay Kothari

According to Jay Kothari, the situation remains dynamic, and investors should be cautious about expecting immediate upgrades.

Daily Voice: US may see stagflation, likelihood of recession high if new tariff rates stay, says Quantum's Arvind Chari

However, Arvind Chari does not expect these tariffs rates to hold. Depending on how other countries respond, these rates will get adjusted, he said.

FII View: Trump tariff on India relatively high but pharma exemption a relief, says LGT's Stefan Hofer

Given the policy uncertainty, LGT Bank's Stefan Hofer sees a modest upside in gold prices, predominantly as a hedge against geopolitical risk and rising inflationary pressures.

Daily Voice: Likely double-digit earnings growth in FY26 to be driven by these 6 sectors, says this investment strategist

Vikas Gupta of OmniScience Capital believes the tariffs could potentially result in inflation in the US due to cost increases and supply chain issues or bottlenecks at customs or ports.

Daily Voice: These 3 sectors likely to be star performers in FY26, Q4 should see positive growth compared to Q3, says Green Portfolio's Divam Sharma

According to Divam Sharma, the Information Technology sector is expected to continue its solid growth trajectory, and FMCG is also looking good for FY26, with steady demand across urban and rural areas.

Daily Voice: This fund manager expects RBI to cut interest rates by 75 bps in FY26, advises betting on these 4 sectors

In an environment of heightened global trade tensions, domestic-focused sectors appear more resilient, said Rishabh Nahar.

Chartist Talks: In April, ICICI Securities' Dharmesh Shah sees Nifty at 24,200, bets on these 3 stock ideas

However, Nifty's move towards 24,200 would not be in a linear manner as bouts of volatility in the backdrop of looming US tariff announcement would prevail wherein, according to Dharmesh Shah of ICICI Securities.

Daily Voice: Centrum's Jignesh Desai expects earnings upgrade cycle to start from Q1FY26, suggests great bets for portfolio

Jignesh Desai of Centrum Broking is hopeful for better earnings mainly because most of the corporates have raised funds for growth and expect to get reflected in the earnings in coming years.

Chartist Talks: SBI Securities' Sudeep Shah bullish on these 6 stocks; says good time to accumulate, though market may consolidate

Going ahead, the current chart structure indicates that the Nifty 50 may continue its consolidation for the next couple of sessions before picking its next direction, said Sudeep Shah.

Daily Voice: Recent market recovery signals growing investor confidence, but V-shaped rally unlikely in near term, says Invasset's Anirudh Garg

According to Anirudh Garg, the market may consolidate in a broader range before attempting new highs.

Daily Voice: These 3 sectors have potential to drive earnings growth in Q4 FY25, says 360 ONE Asset's Raghav Iyengar

360 ONE Asset's Raghav Iyengar anticipates the RBI to reduce rates in the upcoming April meeting. Overall, he expects an additional 50-75 basis points (bps) of rate cuts in FY26.

No summer power woes, ample coal at thermal plants: Vismita Tej, Coal Ministry

She added that the barometer of better logistics is the fact that coal imports by domestic power plants have gone down by 30 percent.

Daily Voice: Avoid globally uncertain sectors, says Shriram Life's Ajit Banerjee

Market believes most of the negatives about the Indian stock market are discounted. Investors are focussing on earnings revival from Q1FY26 onwards, said Ajit Banerjee.

Daily Voice: Right Horizons' Anil Rego starts focussing on these 3 sectors now, with the worst likely behind for market

Right Horizons' Anil Rego expects the market’s performance from hereon will be driven by earning growth momentum with rate cuts acting as tailwinds.

Daily Voice: HDFC Securities' Varun Lohchab sees slight cut to earnings estimates even in March quarter as demand conditions still subdued

FIIs have never sold more than two quarters at a stretch (barring GFC of 2008) and going by the historical trends of how much they sell as a percentage of their holdings or buying of last few years, Varun Lohchab believes FII selling is largely done.

Daily Voice: Mahindra Manulife's Krishna Sanghavi sees 12-13% earnings growth in FY26 driven by these 3 sectors

Mahindra Manulife's Krishna Sanghavi believes the FMCG space could gradually turn more constructive.

Daily Voice: Markets to reclaim record highs in 2H2025, further earnings downgrades possible in Q4FY25, says this investment advisor

The sectors anticipated to lead the market rally in the near future include infrastructure and construction, healthcare, and information technology, said Nitin Aggarwal.

Chartist Talks: April charts signal strong market; SBI Securities' Sudeep Shah recommends 2 short-term stocks

Sudeep Shah advised buying Axis Bank and PCBL for the short term, however, he is bearish on the Nifty IT index.

Daily Voice: This wealth manager predicts RBI rate cut in April, bull run by late 2025

Kush Gupta of SKG expects the rate to come down to 6 percent from 6.25 percent, with a primary objective of controlling inflation and starting the economic engine.

Daily Voice: This CIO recommends 5 promising micro sectors for a strong portfolio

Sectors such as metals, cement, chemicals, and NBFCs are contrarian bets for 2025, said Jaspreet Singh Arora.

Daily Voice: Potential US slowdown, not visa rules, bigger threat to IT sector, says Marcellus' Krishnan

If inflation stays at these levels, then there is a case for rate cut by RBI in April and possibly followed by another one in June, which could provide an impetus for consumption, said Marcellus' Krishnan.