Daily Voice: Change in income tax structure unlikely in budget, some incremental reforms to stimulate growth possible, says Julius Baer's Unmesh Kulkarni
Unmesh Kulkarni of Julius Baer India continues to remain constructive on the Indian equity markets, driven by the earnings cycle and strong domestic liquidity, coupled with likely comeback of FPI flows.
Chartist Talks: Sudeep Shah of SBI Securities is bullish on these 6 stocks for next week
On the Nifty 50, traders should remain cautious as the persistent gap openings and indecisiveness on the charts highlight the possibility of continued volatility, Sudeep Shah of SBI Securities advised.
Daily Voice: Union Budget can be a game-changer if it delivers these bold reforms, says Invasset PMS' Anirudh Garg
According to Anirudh Garg of Invasset PMS, a well-balanced Budget aligned with India's growth vision could significantly boost market sentiment and long-term growth prospects.
Daily Voice: Equirus Wealth's Abhijit Bhave believes these budget announcements could bolster market sentiment
In 2025, sectors such as agriculture technology, specialised manufacturing, and affordable housing may offer contrarian opportunities, said Equirus Wealth's Abhijit Bhave.
Daily Voice: Ajay Khandelwal of Motilal Oswal MF sees earnings growth coming back from Q2-2025
Ajay Khandelwal of Motilal Oswal MF believes the year 2025 will end with a positive return irrespective of interim turbulence.
Daily Voice: This private wealth chief bets on financials, staples, discretionary sectors for 2025
According to Anuj Kapoor of JM Financial, the anticipated consumption revival due to income growth could be a key driver for economic growth in 2025.
Vikram Solar plans to enter battery energy storage systems: CMD Gyanesh Chaudhary
On Chaudhary's budget wish list are an amended law governing special economic zones and a focus on the renewable manufacturing sector.
Daily Voice: Whitespace Alpha's Puneet Sharma sees strong possibility of tariff hike by telecom giants in 2025
A 10-15% increase in telecom tariffs during the year could push the average revenue per user (ARPU) beyond Rs 300, up from the current industry average of around Rs 200-250, Whitespace Alpha's Puneet Sharma said.
Daily Voice: Market likely to see further 5-7% correction until Union Budget, says Green Portfolio's Divam Sharma
A weak Budget parallel to the 2024 July budget could shock the markets, said Divam Sharma.
Chartist Talks: Sudeep Shah's top 4 stock picks for next week amid market turmoil
Sudeep Shah believes the prior swing low zone of 23,260-23,200 will act as crucial support for the Nifty 50. If the index slips below the level of 23,200, then we may witness further correction in the index upto the 22,800 level
Daily Voice: Here's why private banks, IT, energy could benefit in 2025
According to Jitendra Sriram of Baroda BNP Paribas Mutual Fund, the Budget may be little bit of a non-event given the shorter time gap between the post electoral final budget of 2024 and the Budget scheduled for February 2025. Already the policy thrust areas are known, he said.
Daily Voice: Budget likely to emphasise govt's dedication to fiscal discipline, says Right Horizons' Anil Rego
Earnings for Q3 FY25 are expected to show growth supported by tailwinds. The festive season, higher government spending, recovering consumer demand, and the wedding season all contribute to an optimistic outlook for the quarter, said Anil Rego.
Daily Voice: Don't expect sharp incremental earnings cuts during Q3FY25, says Canara Robeco AMC's Shridatta Bhandwaldar
BFSI sector is well poised to take benefits of economic cycle, given the cheap valuations of the sector, Shridatta Bhandwaldar said.
Daily Voice: Govt may prioritise 3 key areas in budget amid global, domestic challenges, says Niraj Kumar
Market seems to be going into the Budget with low expectations thereby any chance of a negative surprise is moderate, Niraj Kumar of Future Generali India Life Insurance Company said.
Daily Voice: Axis-Max Life's Sachin Bajaj eyes stronger earnings growth from June 2025 quarter
For Q3FY25, Sachin Bajaj believes capital goods, pharma, retail, PSU banks, non-lending financials, real estate and consumer durables are expected to deliver strong profit growth.
Exclusive | EESL transitioning to become a leading consultancy and EPC player; no IPO plans as of now: CEO Vishal Kapoor
Kapoor also said that the company has revamped its accounting system, and had the new regime been applied, the losses of previous years would have actually been bumper profits.
Daily Voice: Ladderup's Raghvendra Nath doesn't foresee any major policy announcements in budget that would significantly sway equity market sentiment
Raghvendra Nath expects to see continued investment in infrastructure, with a stronger focus on areas like housing, electricity, and employment generation, rather than significant tax cuts or major incentives in the budget.
Daily Voice: Govt to keep focussing on capacity enhancement of economy than providing ephemeral support to consumption in Union Budget, says Mirae's Gaurav Misra
Misra expects the government to come up with more PLI variants, support for fledgling industries such as ship building
Daily Voice: This expert sees growth in 4 sectors for 2025 despite high valuations, 10% Nifty returns
The unknown risk is Trump tariff threats, which has to be watched in 2025, said Satish Menon.
Chartist Talks: SBI Securities' Sudeep Shah picks these 2 stocks for January
Sudeep Shah believes Avenue Supermarts is likely to continue its northward journey in the next couple of trading sessions.
Daily Voice: Ionic Wealth's Ankita Pathak explains why Q3FY25 earnings will be critical for markets
The broad based rally in equity markets looks largely over, which means markets will disproportionately reward earnings hereon, said Ionic Wealth's Ankita Pathak.
Daily Voice: Any disappointment in 2HFY25 corporate earnings could lead to further correction in markets, says this fund manager
Broad-based rally in the markets is over. Pure-play bottom-up stock picking will be the only way to create alpha in 2025, said Mohit Khanna.
Daily Voice: Kotak's Nilesh Shah sees many dark clouds that can impact growth in 2025, but suggests crucial reforms to grow double-digit
Nilesh Shah of Kotak Mahindra AMC expects the RBI to cut rates in 2HCY25. This rate-cut cycle is likely to be very shallow.
Daily Voice: OmniScience's Vikas Gupta foresees substantial steps in Union Budget to drive economic growth, boost consumption
If the market experiences corrections, Vikas Gupta sees attractive opportunities in sectors like large-cap banking, power, housing finance, logistics, and infrastructure EPCs.
