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.
Chartist Talks: Nifty may hold 21,900-22,000; bullish on Prestige Estates and Paytm, says Gemstone's Milan Vaishnav
The IT Index is in a bottoming out process, said Gemstone's Milan Vaishnav.
Daily Voice: US slowdown could influence Fed policy, but current indicators suggest only two rate cuts in 2025, says Ashika Global's Amit Jain
As a time-tested hedge against volatility and a key asset for portfolio diversification, gold remains a compelling investment choice for the coming years, said Amit Jain.
Daily Voice: US economy may see mild slowdown but deep recession appears unlikely, says LIC MF's Nikhil Rungta
The impact of new tariffs and a potential dip in consumer spending may be key factors in determining the actual risk level for the US economy in the coming months, said LIC MF's Nikhil Rungta.
Daily Voice: Do not see any significant new risk factors for markets but volatility may sustain, says Ashwini Shami of OmniScience
For long-term investors, this could be a great time to allocate fresh capital or rotate their investments into more favourable and mispriced pockets, said Ashwini Shami of OmniScience.
Chartist Talks: Market still not out of woods, but these 2 stocks can see strong momentum, says Ashish Kyal
There is possibility that Nifty can consolidate in between 22,250-22,877 levels in this week. A breach below 22,250 might signal again resumption of down move for possible retest off 21,800 levels, said Ashish Kyal.
Daily Voice: India poised for economic revival by June 2025 amid RBI easing, growth optimism, says Harsh Gupta
Some further consolidation in market is certainly possible; however, within a few weeks India should receive some clarity on the threat of US tariffs, said Ionic Asset's Harsh Madhusudan Gupta.
Daily Voice: Another 5% decline from here can't be ruled out but 10% market correction seems unlikely, says ArthAlpha's CIO
The next wave of multibaggers in India is likely to come from sectors benefiting from structural tailwinds, policy support, and long-term demand trends, said Rohit Beri of ArthAlpha.
Daily Voice: Markets likely to deliver double-digit gains in 2025, says Bexley's Utkarsh Sinha
Global capital is looking for stability, and India remains a preferred destination amid policy turbulence in the US and Europe, said Bexley's Utkarsh Sinha.
Chartist Talks: These two stocks that can brighten your portfolio according to SBI Securities' Sudeep Shah
Currently, all three major US indices are trading below their short and long-term moving averages. These averages are in falling mode, which is a bearish sign, said Sudeep Shah.
Daily Voice: US markets may see more corrections amid costly valuations, says Spark's Devang Mehta
Recovery in consumption trends across rural & Urban India will drive sectors like hotels, hospitality, tourism, luxury and higher end consumption related businesses, said Devang Mehta of Spark Private Wealth.
Daily Voice: Earnings forecasts seen stabilising by H1FY26, barring major macro shocks, says Wallfort PMS CIO
These three sectors are well-positioned to deliver structural growth, making them compelling investment opportunities, said Vijay Bharadia.
Daily Voice: Current US economic fundamentals do not signal recession; India's growth story stands strong, says BlackRock's Ben Powell
India’s structural strengths outweigh near-term softness from weak domestic sentiment and uncertainties over US trade policy, said Ben Powell, the Chief Middle East and APAC Investment Strategist at BlackRock.
Daily Voice: Aviva India CIO believes high frequency indicators supporting forecast of better economic growth in Q4FY25
Balamurugan Shanmugam of Aviva India looks for opportunities in themes like discretionary consumption that offers reasonable visibility of demand, and sectors of government priority like power and allied sectors.
Daily Voice: Market unlikely to go into long-term bear phase without an unexpected shock, says Kotak AMC's Nilesh Shah
In the short term, the market is like a voting machine. Flows matter more. In the long term, the market is like a weighing machine. Fundamentals matter more, said Nilesh Shah of Kotak Mahindra AMC.
Daily Voice: These 3 risk factors pose some challenges to market direction in near term, says this fund manager
FY26 will likely be better as compared to FY25 for corporate earnings. Like Q3FY25, Q4FY25 earnings will continue to be challenging for the cyclical sectors, Neeraj Gaurh said.
Chartist Talks: SBI Securities' Sudeep Shah expects pullback rally to continue in Nifty, picks 2 stock ideas for next week
Considering the current chart structure, Manappuram Finance and SRF are both likely to continue their upward journey in the next couple of trading sessions.
DBS Bank's Radhika Rao expects rate cut in April with RBI likely shifting in stance to accommodative, FY25 GDP at 6.5%
After better economic growth in Q3 at 6.2% compared to 5.6% in Q2FY25, Radhika Rao expects further improvement from Q3 to Q4FY25, but a sharper rebound is restrained by a weak credit growth impulse, moderating GST collection pace and tight financial conditions.
Daily Voice: Wright Research's Sonam Srivastava advises women to build their entire portfolio with these 6 sectors
While the market has absorbed a significant portion of its correction over the past four months, Wright Research's Sonam Srivastava does not believe it is entirely over.
Daily Voice: Green Portfolio's Anuj Jain expects good returns from mid, small caps in 2025 despite ongoing correction
The correction in mid, small caps that has taken place in last couple of months was unexpected at this pace and extent, said Anuj Jain.
Daily Voice: Samco's Umeshkumar Mehta explains why the pharma and healthcare is in a sweet spot now
Umeshkumar Mehta believes largecap the space is looking attractive to bet on, considering higher relative earnings predictability during times of slowdown and uncertainty.
