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.
Daily Voice: US markets likely to see lot more pain, FPI selling could intensify in India, says Ladderup's Raghvendra Nath
There is a good probability that RBI may follow up with another rate cut in the April policy meeting, said Ladderup's Raghvendra Nath.
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.
