Daily Voice: Emkay's Kashyap Javeri likes these 4 themes despite recent correction
With FII selling facing fatigue at some point of time and valuations correcting, the opportunities are weighing in favour of investors, said Kashyap Javeri.
Daily Voice: Trump policies pose limited risk to India, says Bajaj Allianz Life CIO
Srinivas Rao Ravuri believes that the outlook for equities has slightly improved in recent months, with signs of demand recovery and some moderation in valuations
Daily Voice: US tariff risks may ease in 2H-2025; FY26 looks brighter for banks, says Client Associates' Himanshu Kohli
With slowing domestic earnings growth and GDP concerns, Indian equities may face volatility in 2025, said Client Associates' Himanshu Kohli.
Daily Voice: Saurabh Mukherjea believes RBI's rate cut pause if any going forward will not be viable given underlying slowdown in economy
Over and above taking measures to support liquidity, the RBI will have to push through more rate cuts this year to support the Indian economy, said Saurabh Mukherjea.
Daily Voice: Potential for enhanced corporate performance in FY26 depends on these 2 factors, says this investment advisor
As expected, the Q3 earnings season has been sluggish, with no major shocks or disappointments. Corporates have reported a single digit profitability in Q3FY25, said Shantanu Bhargava.
Daily Voice: Market might see further correction as Q4 earnings growth will be similar to Q3, says Ladderup's Raghvendra Nath
In terms of attractive valuations within the current market, Raghvendra Nath believes private banks remain appealing.
Daily Voice: RBI might delay future rate cuts given weak rupee, uncertainty over Trump tariffs, says Shriram AMC's Deepak Ramaraju
The possibility of FIIs returning strongly in FY26 looks good driven by India's robust GDP growth, rising corporate profitability, and government policies supporting investment, said Deepak Ramaraju.
Chartist Talks: SBI Securities' Sudeep Shah sees no possibility of FMCG index bottoming out soon, bets on these 2 stocks
The momentum indicators and oscillators suggest strong bearish momentum in the Nifty FMCG index, Sudeep Shah said.
Daily Voice: Ashika Global's Amit Jain cautious about Nifty crossing 27,000 in 2025, even though India's fundamentals remain strong
Amit Jain of Ashika Global Family Office Services foresees several risks that could disrupt the equity markets in the short to medium term. Potentially, a US market correction is the key risk for the Global Stock Markets including India.
The IPO gold rush in Edtech is worrisome, many are mistaking it for easy capital, says Ronnie Screwvala
Operating at a revenue run rate of Rs 2,400 crore, upGrad is targeting a steady 35 percent CAGR over the next decade, with a balanced expansion across domestic and global markets, Co-founder and Chairperson Ronnie Screwvala told Moneycontrol.
Daily Voice: Sharp decline in food prices likely to bring CPI inflation down to around 4.5% in Jan, says this fund manager
The budget has the potential to lay a strong foundation for the equity market, said Alok Ranjan of ITI Mutual Fund.
US’ change in climate change policy won’t affect India’s energy transition journey: ReNew’s Sumant Sinha
Sinha said the Union Budget for FY26 aims to achieve high-impact growth while keeping the fiscal deficit within the 4.4 percent target, ensuring macroeconomic stability
Daily Voice: Supportive fiscal measures in Budget and potentially dovish RBI policy may drive economic recovery, says Navneet Munot
Continued focus on ease of doing business will certainly instil confidence in investors – domestic and foreign alike, said Navneet Munot.
MC Interview: Growth impulse from Budget positive for FY26, focus now on corporate earnings, says Kotak AMC's Shibani Kurian
The Budget FY26 delivers on the 3Cs supporting middle class consumption, increase in capex through centre, state and PSU allocations even while continuing to walk on the path of fiscal consolidation, said Shibani Kurian.
Daily Voice: 100% FDI in insurance unlikely to significantly change competitive landscape, says Manish Gunwani of Bandhan AMC
The budget does provide a fairly strong boost to urban consumption via tax cuts, said Manish Gunwani.
Daily Voice: This CIO rates budget an '8 out of 10', believes FY26 fiscal deficit target appears achievable
Post-budget, portfolio adjustments are anticipated, leading to a more balanced distribution across investment-related sectors, consumer goods, financials, and export-oriented industries, said Shailendra Kumar.
Chartist Talks: Ashish Kyal advises buying these 2 stocks post Budget
Over short term we can expect market to consolidate between 23,630 to 23300 levels before resuming he positive trend, said Ashish Kyal.
Daily Voice: Apart from consumption-oriented themes, these 6 sectors appear to benefit from Union Budget, says Anil Rego of Right Horizons
With a focus on boosting domestic electronics manufacturing, expanding nuclear energy, and supporting MSMEs, the government is creating significant investment opportunities across these sectors., said Anil Rego of Right Horizons.
Daily Voice: Equirus' Ashutosh Tiwari bets on private capex revival post-budget, rules out RBI rate cut
Government has tried to address one of the biggest concerns emerging in the economy over the last few quarters – consumption, especially urban consumption, said Ashutosh Tiwari.
Daily Voice: Private capital expenditure expected to be key focus area in Budget 2025, says this investment advisor
The government is most likely to focus on both consumption boost as well as economic expansion in the union budget, says Narinder Wadhwa.
Daily Voice: Aggressive divestment plan unlikely in Budget, time to pick chemical stocks, says Green Portfolio's Divam Sharma
On the RBI policy next week, Divam Sharma believes rate cut seems highly likely, considering the current liquidity situation and falling inflation globally.
Daily Voice: Public capex to drive FY26 growth; February rate cut likely, says fund manager
In the short term, markets are expected to remain volatile, driven by news flow, liquidity, economic outlook, and geopolitical events, said Karan Doshi.
Daily Voice: Market unlikely to flinch if FY26 fiscal deficit rises for growth, says this investment head
The RBI's recent bond purchases have raised expectations of a possible rate cut in February, signaling its focus on supporting growth amid economic uncertainties, said Vivek Sharma.
Daily Voice: Need short-term measures in Union Budget 2025 to stimulate demand and support consumption recovery, says Bajaj Finserv AMC's Nimesh Chandan
Nimesh Chandan of Bajaj Finserv AMC believes this year to be a challenging year for RBI.
