Daily Voice: Pranab Uniyal sees foreign inflows, India’s risk appetite rising next year on four key drivers
The prolonged corporate earnings per share (EPS) downgrade cycle has finally stabilized over the last three months. The Q2 FY26 results have tracked better than expectations, leading to selective earnings upgrades, said Pranab Uniyal.
Daily Voice: Rupee stability and easy monetary conditions to aid equity sentiment, says Anand Rathi’s Pradeep Gupta
Pradeep Gupta of Anand Rathi Group said that while some pockets still face valuation pressures and near-term volatility persists due to US policy uncertainty, the domestic backdrop remains resilient.
Chartist Talk: Sudeep Shah flags caution as mid- and smallcaps lag; names 2 blue-chip picks for next week
“The charts may be celebrating near the highs, but the broader market’s behaviour in the coming days will reveal whether this rally gains real strength, or remains a selective rise dressed up as a bull run,” said Sudeep Shah.
Daily Voice: This CIO maintains bullish stance on PSU banks, points to re-rating upside
Aparna Shanker continues to favour financials, lenders, capital market plays and insurers, where formalization, productivity improvements, and better balance-sheet strength are translating into durable growth opportunities.
Daily Voice: Potential India-US pact could cushion Indian markets; US outlook turns fragile, says Spark's P Krishnan
A correction is already underway in the US markets. The US has massive issues with its K-shaped recovery and now a potential nasty overhang from tariffs and over-enthusiasm towards, said P Krishnan.
Daily Voice: Wage growth, jobs will drive earnings and economic momentum, says INVasset’s Anirudh Garg
For corporates, the steady wage and employment trends directly support top-line growth and improve visibility in sectors such as FMCG, autos, real estate and discretionary spending, Anirudh Garg said.
Daily Voice: FIIs spot value in four sectors; India-US trade talks may cap tariffs below 20%, says UTI Alternatives' Rohit Gulati
A formal announcement of India-US trade deal is expected before the holiday season, said Rohit Gulati.
Daily Voice: India-US trade deal likely by end-2025; Q3 to mark earnings rebound, says JM’s Venkatesh Balasubramaniam
Venkatesh Balasubramaniam expects GDP growth to be around 7% in FY26, on the back of revival in consumption and a pickup in capex intensity. Adequate monsoons and comfortable reservoir levels would support sowing activity, aiding overall economic growth.
Chartist Talk: Ashish Kyal flags Nifty’s third wave, targets 26,400 by Nov-end; Midcap seen at 72,000
Overall, technical patterns suggest Bank Nifty is potentially entering the 3rd wave higher, said Ashish Kyal.
Daily Voice: Kush Gupta backs financials, agri and consumption for Q3; sees IT struggling
Infra is another sector that Kush Gupta follows very closely. H thinks the sector has given good returns and will continue to shine.
Daily Voice: Bank Nifty entering a fresh bull run; Bihar verdict boosts policy certainty, says Narnolia's Shailendra Kumar
Going forward, if valuations turn attractive or earnings upgrades gain meaningful momentum, the market could initiate its next bull phase, Shailendra Kumar believes.
Chartist Talk: Technical indicators signal strong bullish momentum in Nifty Pharma, says Sudeep Shah, bets on these 2 stocks for next week
Sudeep Shah believes the Nifty Pharma index is likely to give the trendline breakout in the next couple of trading sessions.
Daily Voice: ‘Low-growth phase is over,’ why this MD thinks markets are stronger than they look
Going forward, Raghvendra Nath said it would be important for inflation to remain moderate for interest rates to be cut further. If this play out, the overall demand scenario is likely to improve more, which could bring fresh momentum into the market.
Daily Voice: What are the implications if Supreme Court rules against Trump's tariffs? This CEO explains
For long-term investors, Ambit's Sushant Bhansali believes IT sector offers value compared to many other areas of the market.
Daily Voice: DSP Mutual Fund's Vinit Sambre calls Q2 earnings pivotal, flags H2 FY26 employment concerns
The biggest takeaway from the September-quarter earnings season is that the downgrade cycle is finally nearing an end, said Vinit Sambre of DSP MF.
Daily Voice: ‘Earnings, valuations have hit bottom,’ this fund manager sees IT as top FY26 bet
Manish Jain of Centrum would prefer large private sector banks which offer valuation comfort with relatively more secure loan book.
Daily Voice: Expected recovery in GDP and earnings growth could pose near-term risk to markets, says Mahesh Patil
On the global front, any delay in India’s potential trade deal with the US or a stronger US dollar could weigh on global risk appetite, impacting flows into emerging markets, including India, said Mahesh Patil.
Chartist Talk: Rahul Ghose bullish on Dabur, MCX India; expects Nifty to trade between 25,300 and 25,800 this week
A close above 25,800 could trigger the next leg of the upward move in Nifty 50, said Rahul Ghose.
Daily Voice: Large private banks remain core bets; select PSU banks offer tactical opportunities, says Himanshu Kohli
While a persistent global growth slowdown could weigh in on Indian economy, a flurry of fiscal and policy measures announced during the year likely limit the extent of further downside, said Himanshu Kohli.
Chartist Talk: Sudeep Shah adds to BSE, CCL Products; names two picks for next week, sees strong Nifty support at 25,300
On the higher side, the 25,650–25,700 band will act as an immediate resistance zone for the Nifty 50. A decisive close above 25,700 could reignite bullish momentum, paving the way for an advance towards 26,000 and subsequently 26,300 in the short term, said Sudeep Shah.
Daily Voice | Domestic consumption surge, not India-US trade deal, seen as real market trigger: Samco MF CIO
If either of these two drivers of the current bull market falters, the outcome will be a negative surprise, said Umeshkumar Mehta.
We are a hyper-growth company, had no pressure to price up IPO, says PhysicsWallah co-founder Prateek Maheshwari
After narrowing losses and doubling cash from operations in FY25, PhysicsWallah expects to post PAT-level profitability soon,co-founder Prateek Maheshwari tells Moneycontrol in an interview, adding the company is focused on steady growth rather than aggressive expansion
Daily Voice: AI bubble burst could hit global markets, help India later, says Marcellus Investment Managers’ Gubbi
The bigger risk for the Indian economy is lack of job creation as a result of employers using AI more, Pramod Gubbi said.
'Beginning of the end’ for earnings downgrades, says Spark Capital’s Devang Mehta as festive demand fuels optimism
Indian company earnings so far for the September 2025 quarter show a mixed performance. Key sectors like financials and automotive showed robust domestic-driven performance, while export-oriented sectors like IT faced headwinds, said Devang Mehta.
