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.
InsuranceDekho’s IPO at least 18 months away, says CEO Ankit Agrawal
Agrawal says the firm has not yet closed the $70 million round and may top it up with an additional $10-15 million from new investors
Daily Voice: These 3 sectors can potentially lead the market recovery, don't see much value upside in PSU, says Whitespace Alpha's Puneet Sharma
While there will certainly be some more volatility in the short term due to the economic and political environment globally, there is a high likelihood that the markets are close the bottom, Whitespace Alpha's Puneet Sharma said.
Daily Voice: Don't expect dramatic market recovery in immediate future, exodus of retail investors may be seen, says Ladderup's Raghvendra Nath
With most of the growth drivers in place, reduced interest rates, higher government expenditure, and a stable currency should mean that 2025 could be better than what the current mood is indicating, said Raghvendra Nath.
Daily Voice: Quite possible that market will see negative returns in 2025, says TRUST MF's Sandeep Bagla
Tariffs along with inflation pose considerable headwinds for equity markets, Sandeep Bagla said.
Daily Voice: Rebound in Q3 GDP growth to provide some relief for equity markets, says this fund manager
While the current selloff has resulted in the longest monthly losing streak, it is notably less severe compared to past downturns, said Achin Goel.
Chartist Talks: Ashish Kyal picks 2 stocks for next week, sees pullback in Nifty but unlikely to sustain
For deeper positive retracement, the Nifty 50 needs to close above prior day’s high, until then use pullback to sell for a move to 21,800 levels. Immediate hurdle is at 22,580 on upside, said Ashish Kyal.
Daily Voice: Further market correction may happen if these 3 risks play out together, says Krishnan VR of Marcellus
There could be continued earnings momentum in railway, infrastructure and capital good stocks but outlook on new orders could be relatively muted, given the pivot in government spending priorities in the recent budget, said Krishnan VR.
Daily Voice: Risk-reward attractive for private, PSU banks; overweight on IT with holding these 5 large-midcaps, says Gautam Duggad
Mid and Small-cap indices still trade at a ~30% premium to their historical averages and could see further adjustment, said Gautam Duggad.
Sai Tamhankar, Adinath Kothare talk about Crime Beat, competition in OTT, remuneration, and more
In an exclusive conversation with Moneycontrol, Sai Tamhankar and Adinath Kothare share insights into their crime thriller series Crime Beat on Zee5. They discussed the rise of OTT platforms and the increasing competition within the digital space. The actors also open up about their experiences with remuneration in the industry, shedding light on the challenges Marathi actors face, including misconceptions about their dialect. The duo’s candid conversation offers a deeper understanding of their journey in entertainment.
Daily Voice: Another 2,000-point fall in Nifty Smallcap possible, but don't anticipate major pain in FMCG from here, says this fund manager
The IT sector does not look expensive at current valuations, said Rishabh Nahar.
Daily Voice: Right Horizons' Anil Rego still foresees these 4 risk factors for equity markets along with Trump tariff threats
The market correction has coincided with a slowdown in earnings growth with a third consecutive quarter of low single-digit earnings growth, said Anil Rego.
Chartist Talks: Hedged's Rahul Ghose sees another 500 points downside in Nifty, advises accumulating these 2 heavyweights
Rahul Ghose of Hedged expects the Nifty to be stronger than Bank Nifty once the rebound starts.
Daily Voice: This CIO believes current softness surely a good opportunity to buy Nifty largecap stocks
Private bank valuations appear compelling. The Nifty Private Bank's price-to-book ratio, currently around 2.2 on a trailing twelve-month basis, is near historic lows, said Shailendra Kumar.
Daily Voice: Markets much more balanced after recent correction, likely to focus on earnings than macros, says Rahul Singh of Tata MF
Going by the RBI projection of a GDP growth rate of 6.7% for FY26 and the pick up in Government capex in the current quarter, we might expect economic activity to turn around after a quarter or two, said Rahul Singh.
Daily Voice: Equitree's Pawan Bharaddia explains why he finds these 4 themes attractive post sharp correction
2025 will be a stock picker’s market, with continued volatility in the Rs 10,000–Rs 70,000 crore range (market cap), where liquidity had previously driven valuations to stretched levels, said Pawan Bharaddia.
Chartist Talks: Sudeep Shah of SBI Securities sees decisive directional move in Nifty, suggests these 2 buy ideas for next week
For Nifty, the zone of 22,600-22,550 will act as immediate support for the index. If the index slips below the level of 22,550, then we may witness a further correction upto the level of 22,250 level. On the upside, the zone of 23,050-23,100 will act as a crucial hurdle for the index, said Sudeep Shah.
Daily Voice: Nifty earnings may rise 5% in FY25, jump to mid-teens in FY26: ASK’s Sandip Bansal
After sharp correction since October 2024, Sandip Bansal said valuations have become reasonable in many segments, and India remains a solid long-term growth opportunity in the global context.
Daily Voice: Time to buy midcap, smallcaps as valuations become attractive, says Invasset PMS' Anirudh Garg
Anirudh Garg is cautiously bullish on gold, given the heightened geopolitical uncertainties and central bank buying.
Daily Voice: Trump's unpredictability driving fear amongst FIIs now, Market Mood Index in extreme fear zone, says Green Portfolio's Divam Sharma
Divam Sharma agrees that the Indian economy is showing the signs of slowdown but US tariff fear is weighing on even the slightest of positive trends in the economy.
Daily Voice: Market near bottom, these 3 sectors look interesting for FY26, says this portfolio manager
It is likely that by the middle of the calendar year 2025 the issues around tariffs should settle down globally, said Prabhakar Kudva.
NHPC to add 2,170 MW, commission India's largest hydro project in FY26: CMD Raj Kumar Chaudhary
The much delayed 2,000 MW Subansiri hydropower plant in Arunachal Pradesh, which will be the largest in India, will be fully commissioned by May 2026, Chaudhary said.
