Daily Voice: Nifty 50 earnings unlikely to exceed 15% in FY26 amid low inflation, geopolitical risks, says Marcellus' Krishnan VR
While the risk of reimposition of reciprocal tariffs after the 90 days pause in July remains, Krishnan VR of Marcellus thinks atleast a part of this risk has already been factored in the prices of affected stocks and sectors.
Daily Voice: Two Fed cuts likely in 2025; India set to lead global growth in FY26, says LGT’s Hofer
The FOMC meeting was in line with expectations and in line with the Fed’s dual mandate of full employment and price stability, said Stefan Hofer of LGT Private Bank.
Daily Voice: Market unlikely to hit new highs unless earnings surge decisively or valuations ease, says Ladderup's Raghvendra Nath
Raghvendra Nath of Ladderup Asset Managers believes earnings momentum is expected to pick up again in FY26, though the recovery will likely be uneven across the year.
Daily Voice: Markets may use current geopolitical situation to correct over next few months; Q1FY26 to be next trigger, says PL Capital's Sandeep Neema
Sandeep Neema of PL Capital believes there are high chances that the current geopolitical issue will lead to an oil shock; Iran produces 3.5 percent of global crude oil production and any disruption in that output would lead to a spike in oil prices.
Trading Plan: Can Nifty 50, Bank Nifty continue their upward momentum?
If the Nifty 50 defends 24,700, the immediate support, a rally toward 25,000–25,200 can’t be ruled out. However, if it falls below 24,700, the decline may extend to the 24,500 zone. Overall, it is expected to trade within the broad range of 24,500–25,200 in the short term, according to experts.
India's realty sector may touch $1 trillion by 2030: CREDAI president Shekhar G Patel
The real estate market, which has shown signs of consolidation, is likely to bounce back strongly by July-August, the Confederation of Real Estate Developers’ Association of India president said
Daily Voice: Axis Securities' Naveen Kulkarni sees scope for 8-10% upside in Nifty over next few months
Cement is a good sector to increase exposure, said Naveen Kulkarni of Axis Securities PMS.
Chartist Talks: Rahul Ghose believes Nifty unlikely to surpass record high soon, recommends tracking IT index
The possibility of record high in Nifty Midcap and Smallcap 100 indices would be only when the broader market stabilizes in the next 3 to 5 months, said Rahul Ghose.
Chartist Talks: Sudeep Shah of SBI Securities urges caution, reveals top stock ideas for the coming week
Traders are advised to adopt a wait-and-watch approach in the next couple of sessions until a clear breakout or breakdown confirms the next leg of the move, said Sudeep Shah.
Daily Voice: Nifty at 28,000 by year-end? This founder backs India as global tensions, FPI flows align in its favour
Abhishek Banerjee of LotusDew believes lot of macro factors are favouring markets. Geopolitical tensions won’t ease anytime soon which makes India all the more attractive.
Daily Voice: IT has margin of safety, but markets face 3 big risks, says this CIO
According to Emkay's Manish Sonthalia, there is enough margin of safety in IT companies valuation if one thinks slightly for medium term.
Daily Voice: Indian macros are quite strong, relatively shielded from global shocks, says this fund manager
Indian macros are quite strong. It is also the least vulnerable to US tariffs, said Rajesh Bhatia of ITI Mutual Fund.
Daily Voice: Don't avoid defence, discretionary consumption outlook constructive, says GoalFi's Robin Arya
With Rs 80,000 crore to Rs 1.5 lakh crore in large-scale orders across submarines, missiles, and combat systems, the defence sector is positioned to outperform, said GoalFi's Robin Arya.
Daily Voice: India ‘highly likely to hit record highs’, says fund manager on why it outshines emerging peers
Indian equity markets are highly likely to reach new record highs in the coming months, said Green Portfolio's Divam Sharma.
Daily Voice: Real estate stocks unlikely to be good investment picks, says OmniScience's Vikas Gupta
Valuations wise, the banks and housing finance companies are positioned attractively, said Vikas Gupta of OmniScience Capital.
Daily Voice: India equities favourably priced, earnings upgrade cycle to start in next one or two quarters, says LGT's Stefan Hofer
Stefan Hofer of LGT Private Bank believes corporate India balance sheets are strong, India's fiscal deficits are improving at 4.2% to 4.4%, and Banks balance sheet are strong, with low levels of NPA.
Chartist Talks: Dharmesh Shah expects Nifty 50 to hold 24,500 this week, Bank Nifty to head toward 58,000 in coming months
Rate sensitive sectors like banking, NBFC, realty, auto, and capital goods would be in focus, going ahead, said Dharmesh Shah of ICICI Securities.
MC Interview: This fund advisor likes consumer discretionary as easing of interest rates along with Budget tax cut create favourable space for sector
According to Ankita Pathak of Ionic Asset, the only risk from economic growth is from the global trade dynamics.
Chartist Talks: SBI Securities' Sudeep Shah still sees nearly 4% upside in Bank Nifty, bullish on these 4 stocks
Technically, all the moving averages and momentum-based indicators suggest strong bullish momentum in the Bank Nifty index. The daily RSI is quoting at 67.45, and it is in rising trajectory, which suggests strong bullish momentum.
Daily Voice: Narnolia's Shailendra Kumar remains cautious about significant upside in market as valuations in SMID segments haven't fully corrected
Shailendra Kumar of Narnolia Financial Services remains cautious on consumer staples and export-oriented goods and services sectors, though he is actively seeking out exceptions.
Daily Voice: With relatively strong macro fundamentals and flows, Waterfield's Vivek Rajaraman doesn't see too much downside in market if any
The market is now fairly valued from both a price to earnings and price to book basis, said Waterfield's Vivek Rajaraman.
Daily Voice: Avendus' Saurabh Rungta remains bullish on Indian equities despite global tariff-led headwinds
While tensions like the US-China trade spat may trigger short-term volatility, India's growth story is largely powered by domestic factors and is structurally resilient, said Avendus Wealth Management' Saurabh Rungta.
Daily Voice: Alchemy's Alok Agarwal cautiously optimistic about June quarter and FY26 results
According to Alok Agarwal of Alchemy Capital Management, the management commentaries from multiple sectors signal confidence about earnings growth ahead.
Daily Voice: Nifty could hit record high in H2 2025; US Dollar Index likely to weaken, says this fund manager
On the upcoming RBI policy meeting later this week, Sonam Srivastava of Wright Research PMS believes June’s meeting is a strong candidate for the next cut, and if inflation remains anchored, a follow-up cut before year-end is likely.
