Interview

Daily Voice: Ajit Banerjee sees robust credit growth, stable asset quality; advises exposure to large private banks, diversified NBFCs

Given that India is still in the middle of a larger bull framework, this phase of consolidation over the last year can ultimately pave the way for a more sustained and positive pick-up in the markets in the mid to long term, said Ajit Banerjee of Shriram Life Insurance.

Daily Voice: US Fed's next move could open floodgates for FII in India, says Axis MF's Shreyash Devalkar

Ongoing negotiations with partners including the EU, US, Peru, Chile, Oman, and New Zealand further reflect India’s commitment to diversifying its trade relationships and reducing overdependence on any single market, said Shreyash Devalkar of Axis MF.

Daily Voice: SEBI’s REIT reclassification a pivotal shift, says WhiteOak Capital's fund manager

FIIs continue to acknowledge India as a market which provides a very fertile ground for stock selection based alpha generation, Trupti Agrawal of WhiteOak Capital AMC said.

Mid-market hospitality will spice up the hotel boom in India: IHCL top boss Puneet Chhatwal

The MD and CEO shares the business recipe that helped him drive a turnaround at IHCL which was wallowing in loss when he took over in 2017

Chartist Talk: Nifty may retest June peak; this aluminium stock could hit record high by September

The June swing high may not sustain, if Nifty fails to have broader participation, said Rahul Ghose.

Daily Voice: Achieving double-digit growth in nominal consumption will be difficult, says Spark Asia CIO

Direction of earnings is a key factor for the market. Pick-up in credit growth and consumption demand revival are signs to watch out for, said P Krishnan of Spark Asia Impact Managers.

Daily Voice: Narnolia's CIO anticipates 9% Nifty earnings growth in Q2FY26, expects RBI to hold rates

Beyond the promising long-term opportunities in tourism and hospitality, other sub-segments like automobiles and housing ancillaries also appear highly attractive, said Shailendra Kumar

Chartist Talk: These 2 stocks are the top picks for next week as Nifty eyes breakout toward 25,700

The Nifty 50 index is comfortably trading above its key short-term and long-term moving averages, both of which are beginning to trend upward — a positive sign for the bulls.

Daily Voice: Fed rate cut, not India–US trade deal, may drive market rally, says this portfolio manager

Any pause in FII net selling—similar to the trend seen from March to June this year—is expected to be a positive catalyst for the markets, said Ashwini Shami of OmniScience Capital.

Daily Voice: Market momentum is building quietly; here’s what will make it visible according to this Emkay strategist

Emkay's Seshadri Sen remains constructive on discretionary consumption (not staples) and select healthcare/industrial sectors.

Daily Voice: Corporate deleveraging cycle ending; fresh credit demand, trade deal may fuel India market rally

Global liquidity conditions, geopolitical developments, and the actual pace of economic reforms will play crucial roles in shaping the market's trajectory, said Dezerv's Vaibhav Porwal.

Daily Voice: LGT Wealth CIO sees fresh market rally if these 3 sectors show earnings strength

The recent GST rationalisation is crucial as it signals the next wave of reforms, said Rajesh Cheruvu of LGT Wealth India.

Daily Voice: Worst of earnings downgrades over; GST, RBI, Budget support may drive rebound from Q3FY26, says this fund manager

Rishabh Nahar advised focusing on durable consumption sectors such as household staples, autos, and financials that enable consumption.

Daily Voice: Incremental reforms vital for sustaining 6-7% growth trajectory, reinforcing investor confidence, says Saurabh Rungta of Avendus

A bumper Diwali season is surely on the cards, but more importantly, GST rationalisation underpins a steady consumption recovery over multiple quarters, said Saurabh Rungta of Avendus Wealth.

Daily Voice: No US trade deal, no rally? Here's why Indian markets are watching Washington

Resolving trade matters with the US is crucial for boosting market sentiment and attracting foreign investments, said Waterfield's Vipul Bhowar.

Daily Voice: GST rate cuts may not immediately boost festive season growth, says UTI MF’s Srivatsa

Within the positively impacted sectors, V Srivatsa of UTI Asset Management Company remains optimistic on automobiles and insurance as valuations remains reasonable and long-term impact is decent.

Daily Voice: Govt to unveil surgical measures to offset Trump tariffs, support affected industries, says Sandeep Bagla of TRUST MF

New leg of upmove in the market would be more dependent on the earning visibility of the corporate sector and reduction in global uncertainties, said Sandeep Bagla of TRUST MF.

Daily Voice | GST rationalisation a key demand catalyst for consumption, price-sensitive sectors, says Green Portfolio's Divam Sharma

GST rationalisation has the potential to be more than just a one-time booster — it could act as a key structural reform, said Divam Sharma of Green Portfolio.

Daily Voice: India will definitely thrive in near to long term despite Trump tariffs, says Vikas Gupta of Omniscience Capital

Government might announce other measures which could include encouraging BRICS/EU FDI, said Vikas Gupta of Omniscience Capital.

Chartist Talk: Milan Vaishnav sees further downside in MCX but picks these 2 stocks for current week

Both stocks trade above their key moving averages and have shown golden crossover before the actual price breakout," he reasoned, Milan Vaishnav said.

Daily Voice: Nifty’s single-digit earnings to cap rally; US tariffs to squeeze textiles, jewellery but pharma safe

Over the last 5 years, India has outperformed most of the other emerging markets, and is likely to deliver stable returns once the earnings re-rating sets in, said Raghvendra Nath of Ladderup Asset Managers.

Chartist Talk: Sudeep Shah bets on these 2 stocks but sees bearish move in Kfin Technologies, Godrej Properties next week

Looking ahead, the 200-day EMA zone between 24,300 and 24,250 has become a critical support area for the Nifty 50. A sustained move below 24,250 could intensify selling and potentially push the index toward the 24,000 mark, said Sudeep Shah of SBI Securities.

Daily Voice: GST reform likely by September, set to lift sentiment and festive consumption, says Bay Capital CIO

GST rationalisation is likely to benefit domestic demand-driven businesses, particularly in consumer staples and discretionary segments, said Keyur Majmudar of Bay Capital Investments Advisors.

Daily Voice: No India-US deal by October could intensify pressure on earnings and economy, says Whitespace Alpha's Puneet Sharma

By the October–December quarter, Puneet Sharma of Whitespace Alpha expects earnings to look a lot stronger. This period always coincides with India’s spending season — festivals, weddings, year-end bonuses — and that brings a natural lift to demand, he said.