Daily Voice: Don't see earnings downgrades risk for these 4 sectors, says Invasset PMS' Anirudh Garg
The polarized earnings season reinforces the need for selective investing in structural growth areas rather than broad-based exposure, said Invasset PMS' Anirudh Garg.
Daily Voice: De-escalation of US-China tariff war should commence over next few months, market upside likely to continue, says this CIO of Spark Capital PWM
Deepan Kapadia of Spark Capital PWM sees upside for the Indian market like it had held up relatively well in the past few days versus other markets backed by continued Capex and hope of a normal monsoon.
Daily Voice: If Powell indicates challenges in pushing another rate cut, RBI may not be able to cut rates further, says Maxiom Wealth's Manoj Trivedi
Maxiom Wealth's Manoj Trivedi feels that the markets will correct a bit in the next 30 days despite some good results.
Chartist Talks: Accumulate largecap IT stocks, Nifty may cool off more before getting upward toward 25,000, says ICICI Securities' Dharmesh Shah
In the current scenario, tracking the geopolitical worries, Dharmesh Shah of ICICI Securities expects the market to remain volatile in coming weeks.
Daily Voice: Near-term rally of 8–10% possible in market, will be gradual & selective, says Right Horizons' Anil Rego
The market appears to have stabilized near its recent lows, supported by resilient earnings, macro stability, and sector rotation, said Right Horizons' Anil Rego.
Daily Voice: India a long-term winner of tariff war; bullish on NBFCs for growth, says Sandip Bansal
In spite of a good correction, quite a few mid and small-cap names still have high valuations, especially given growth concerns, said Sandip Bansal.
Daily Voice: OmniScience’s Ashwini Shami explains why the rally in PSU banks could be sharper
The banking sector remains one of the most significantly mispriced segments of the market, said OmniScience’s Ashwini Shami.
Daily Voice: Srinivas Rao Ravuri of Bajaj Allianz Life foresees relatively high likelihood of earnings downgrades in FY26
The full implications of the US tariff measures are still unfolding and have not been entirely reflected in FY26 earnings estimates, said Srinivas Rao Ravuri of Bajaj Allianz Life.
Daily Voice: IT sector faces multi-level challenges in coming decade, says Alok Agarwal
While the outlook for IT sector is not exactly exciting, but the recent sharp correction does leave room for pullbacks, said Alok Agarwal of Alchemy Capital Management.
Daily Voice: Next Fed rate cut likely only if labour market slows significantly or consumer spending drops sharply, says this fund manager
The market’s bullishness on BFSI stems from structural tailwinds—robust credit growth (16% YoY), improved asset quality with GNPA (gross non-performing assets) at decade lows, and expanding net interest margins, said Sonam Srivastava.
Daily Voice: Tariff impact on earnings yet to completely unfold, but domestic and value-added plays remain solid bets, says Equitree's Pawan Bharaddia
Pawan Bharaddia of Equitree Capital remains positive on domestic manufacturing, engineering, ancillaries, and consumption, aligned with themes like "Make in India" and supply chain diversification out of China.
Chartist Talks: Sudeep Shah of SBI Securities believes FIIs cautiously optimistic on market, bets on these 2 picks for next week
Any sustainable move above the zone of 23,900-23,940 will lead to a sharp upside rally in the Nifty 50 upto the level of 24,200, followed by 24,500 in the short term, said Sudeep Shah of SBI Securities.
Daily Voice: Sustained uncertainty will derate assets, especially in US, says Marcellus’ Pramod Gubbi
The current period of tariff-led uncertainty is a great opportunity for long term investors to start looking for bargains, said Pramod Gubbi of Marcellus.
Chartist Talks: Ashish Kyal eyes 55,000 on Bank Nifty next week; reveals post-rally Nifty 50 strategy
Short term consolidation in Nifty 50 is possible, but it is best to use dips as buying opportunity for move to 24,200 over near term.
Daily Voice: India hits sweet spot with removal of reciprocal duty, 10% blanket tariff, says this cofounder
India domestic consumption is strong. Investing in consumption space is clearly a safe strategy, said Anuj Jain.
Daily Voice: Investors should remain prepared for turbulence, as full economic ripple effects of tariffs still unfolding, says Whitespace Alpha's Puneet Sharma
The 90-day deadline is likely a political gesture rather than a binding timeline, designed to signal urgency without guaranteeing outcomes. Stakeholders should anticipate extended periods of uncertainty, punctuated by sporadic progress on narrow issues, rather than sweeping solutions, said Puneet Sharma.
Daily Voice: US 90-day tariff pause a 'window for key trade talks,' says Waterfield's Vipul Bhowar
Although tariffs will raise substantial revenue for the United States, this may lead to decreased economic activity and lower consumer purchasing power, said Vipul Bhowar.
Trump bottom in place? Dharmesh Shah of ICICI Securities explains why Nifty at 24,000 in May, picks this strategy for this week
Any dip towards 22,300 should not be construed as negative instead that should be considered as buying opportunity for Nifty 50, said Dharmesh Shah of ICICI Securities.
Daily Voice: Probability of earnings downgrades exist in FY26, continue to prefer private financials over IT, says Bandhan AMC's Daylynn Pinto
Bandhan AMC's Daylynn Pinto believes that large cap IT post the recent correction are now trading at reasonable valuations.
Cautious market sentiment persists: SBI Securities’ Sudeep Shah on FII moves for coming week, bullish on 5 stocks
Considering the current chart structure, Sudeep Shah of SBI Securities recommends adopting a cautious stance and stock-specific approach.
Daily Voice: Declining interest rates, potentially rebounding earnings suggest Nifty may have found its floor, says Narnolia's Shailendra Kumar
From here on, the Nifty is likely to consolidate around current levels while global markets continue the high volatility phase, said Shailendra Kumar of Narnolia Financial Services.
Daily Voice: InCred's Aditya Sood expects earnings to grow at a high single-digit pace in FY26 given tariff impact on these 3 sectors
InCred's Aditya Sood believes concentrated portfolios are likely to outperform diversified ones.
DBS Bank's Radhika Rao believes downside risks for India's FY26 growth may rise if tariffs remain high
Dislocations in the asset markets, particularly bonds, likely persuaded the US administration to impose a 90-day pause on its high reciprocal tariffs for all countries except China, said DBS Bank's Radhika Rao.
Daily Voice: Post tariffs, growth in US may suffer in short term, but US may not enter recession conditions, says Tata Asset Management's Murthy Nagarajan
Post US tariffs, global supply will have some disruption, but it will not lead to higher inflation, said Murthy Nagarajan of Tata Asset Management.
