Daily Voice: Despite volatility, India’s growth could surprise in Q3–Q4FY26, says Anil Rego
While global risks and sector-specific challenges remain, the broader economy today is supported by stronger balance sheets, healthier financial system plumbing, and greater policy flexibility than in past cycles, said Anil Rego.
Daily Voice: 2026 should be exciting for Indian equities, earnings likely to rebound to double-digits in FY27, says Kotak's Nilesh Shah
According to Nilesh Shah of Kotak Mahindra AMC, FII flows are likely to return in 2026 as global rate cycles ease, US growth softens, and doubts grow around overhyped AI trades elsewhere.
Daily Voice: BFSI to lead earnings growth next year as credit uptick likely to drive upgrades, says Poonam Tandon
Poonam Tandon prefers sectors such as BFSI, select consumption names (discretionary) and commodities for next year.
Daily Voice: Himanshu Kohli favours financials, telecom, consumer discretionary for 2026; tariff deal timeline unclear
Any positive development on the US trade deal could act as a catalyst to trigger a reversal in sentiment for Indian equity markets in 2026, said Himanshu Kohli.
Daily Voice: Lighthouse Canton’s Pradeep Gupta sees capex, consumption and credit growth moving in sync as markets head into 2026
Pradeep Gupta of Lighthouse Canton expects the government to announce additional reforms in 2026 to keep the growth engine strong going forward.
Chartist Talk | Sudeep Shah picks 2 largecaps for next week; outlook on 6 stocks after smart gains
Currently, the Nifty 50 is trading above both its short- and long-term moving averages, with these averages beginning to slope upward — often an early indication of renewed directional strength, said Sudeep Shah.
Daily Voice | Market now a stock-picker’s game; avoid overweighting solar in 2026: Nikhil Khandelwal
If earnings stabilise and domestic liquidity stays healthy, 2026 still has room to surprise on the upside for the market, said Nikhil Khandelwal.
Daily Voice | FIIs to return in 2026: Helios’ Dinshaw Irani sees domestic consumption sectors outperform
Dinshaw Irani of Helios India does not like but loves the quick commerce space as this segment, given the under penetration, is expected to see exponential growth in the near future.
Daily Voice: Fed’s 2026 successor likely to stay dovish, push early rate cuts, says LGT’s Hofer
The big wildcard for 2026 is whether the war in Europe can end, delivering a major peace dividend for markets, said Stefan Hofer.
Daily Voice: OmniScience Capital's Ashwini Shami sees strong growth in power, logistics, professional services in 2026
With inflation below the lower end of the RBI’s target range, another rate cut in 2026 cannot be ruled out, said Ashwini Shami.
Daily Voice: Private banks may deserve higher valuations than PSUs, says UTI AMC’s Karthikraj Lakshmanan
The trade deal with US has been anticipated by the markets for some time now since the additional tariffs in August 2025, said Karthikraj Lakshmanan.
Daily Voice: Abakkus fund manager sees high-growth momentum to persist for new-age companies
Aman Chowhan feels it is unlikely that rupee will further weaken on its own against the dollar in 2026.
Daily Voice: Banking sector to lead markets in 2026, says Shailendra Kumar; sticks to underweight call on IT
A key positive trigger for the Indian market is the expected improvement in earnings, supported by the fact that valuations for the Nifty 50 and several large-cap stocks are now at reasonable levels, said Shailendra Kumar.
Chartist Talk: Avoid bottom-fishing in IndiGo after 9% slide, says Sudeep Shah; recommends 2 stocks for next week
IndiGo's MACD has dipped below both the signal line and the zero line, accompanied by rising red histogram bars, reinforcing the negative setup, said Sudeep Shah.
Daily Voice: Liquidity won’t be an issue for money markets, low probability of further rate cuts by RBI, says Emkay Wealth's Joseph Thomas
While Iow inflation opens up quite a bit of space for rate cuts, the extremely bullish growth numbers do not leave much room for soft policy, said Thomas
Daily Voice: Abhishek Banerjee explains why the rupee could return to 85 in 2026
If there is an US-India trade deal, the hardening of rupee will be quite severe which can negatively impact IT services most, said Abhishek Banerjee.
Daily Voice | Four ‘real economy’ sectors that can outlive the AI hype
Key challenge for Indian equity market is global economic conditions and geo-political crisis, said Akhil Bhardwaj.
Daily Voice: ‘Santa rally quite likely,’ says Prabhakar Kudva as he bets on double-digit 2025 gains, sub-5% repo
The most significant tailwind for 2026 is simply the mean reversion from the recent under-performance and under-ownership, said Prabhakar Kudva.
Daily Voice: Large private banks remain valuation-friendly; CIO George Joseph bullish on exchanges, depositories
Once uncertainty around the India–US trade deal clears, market attention is likely to shift toward broader macro and domestic drivers, said George Heber Joseph.
Cheap clean energy to power India as leading renewable, green hydrogen player, says Pralhad Joshi
Expansion of transmission infra, expansion of PM Surya Ghar and green hydrogen scale-up are among the steps the government will take to meet its clean-energy targets, the new and renewable energy minister tells Moneycontrol
Daily Voice | Fed likely to stay cautious in December, not cut rates: Waterfield’s Vipul Bhowar
The trade deal is anticipated to attract back foreign portfolio investors, who have been cautious due to tariff tensions and trade uncertainties, said Vipul Bhowar.
Chartist Talk: Bank Nifty could rally to 66,000 by March; Rahul Ghose backs HUDCO, Lupin for December
While the Nifty is yet to decisively breach its all-time high, unlike the Bank Nifty, both the price structure and candlestick formations suggest it could do so soon, said Rahul Ghose.
Daily Voice: RBI liquidity stance trumps rate cuts, says Nimesh Chandan; sees 2026 equity gains
While a 25-bps cut remains possible, it’s unlikely to be the dominant driver for long-term yields, which are more sensitive to fiscal dynamics and next year’s budget, said Nimesh Chandan.
Daily Voice: 8.2% GDP and steady demand to boost banking growth in 2025, says Smallcase manager
For the banking sector, Sneha Jain expects H1 2026 to reflect improved margins, healthier treasury performance, and more stable balance-sheet dynamics.
