India's Economic Boom: A look beyond the GDP numbers at the structural challenges ahead
If growth is strong, if companies are investing and the government is also spending, then a demand resurgence should be seen and it should also show up in product prices. Why then is core inflation (which is demand side) so low? Why is urban demand relatively weak? Is there a challenge from cheap Chinese imports?
‘Excellent hospitals, poor claims’: PB Fintech’s Alok Bansal says India’s insurance system needs urgent attention
Bansal said misaligned incentives make the insurance claims process subpar despite India’s medical excellence, as PB Fintech expands into healthcare with its new venture PB Healthcare.
Daily Voice: Christmas gift for markets? India-US Deal to revive global confidence in India, says this fund manager
Any constructive statements or forward-looking updates emerging from the Asian Summit could strengthen investor confidence and sustain the current market optimism, supporting equities in the near term.
Chartist Talk: Milan Vaishnav reveals what’s next for Shipping Corporation, Blue Star, HDFC Bank and Bharti Airtel
Milan Vaishnav said he would continue looking at HDFC Bank and Bharti Airtel.
Daily Voice: This CIO sees double-digit upside for Indian stocks for the year ahead, urges caution on US markets
Rohit Beri expects the trend in de-dollarization to continue and central bank demand for gold to stay strong. However, the current rally in gold prices may not last for long. So, one has to be very careful.
Chartist talk: Momentum cooling? Sudeep Shah flags caution after shooting-star formations in Nifty, Bank Nifty
Shooting Star candlestick pattern reflects that bulls attempted to drive prices higher but faced selling pressure near the top, said Sudeep Shah.
Daily Voice: Gold unlikely to outperform in the year ahead, says this CIO; bets on pharma, specialty chemicals
The year ahead is expected to deliver healthier stock returns — likely in line with the long-term average range of 12–15 percent, said Rakesh Vyas of Quest Investment Advisors.
Daily Voice: Three big shifts that could redefine markets in the year ahead, according to Edelweiss MF’s Trideep Bhattacharya
These three themes position India for global outperformance in the year ahead, both in relative growth and market returns, Trideep Bhattacharya believes.
Daily Voice: Saurabh Mukherjea flags Indo-US FTA as wildcard for markets, boosts luxury goods and US banks exposure
Demand recovery for Indian IT Services seems more likely than not in the next 12 months, said Saurabh Mukherjea of Marcellus Investment Managers.
Chartist Talk: Foram Chheda explains why Axis Bank, Bajaj Auto appear promising in F&O expiry week
Foram Chheda noted the Nifty 50 has broken out of a symmetrical triangle pattern, which confirms the potential for an upward move.
Chartist Talk: Metal, defence to surprise in Samvat 2082? Prashant Shah sees Nifty in new territory
Definedge’s Prashant Shah sees Nifty heading beyond 30,000 in Samvat 2082, with metals, defence, and midcaps poised to surprise investors.
Daily Voice: Nifty at 30,000 by next Samvat? Carnelian’s Vikas Khemani bets on IT rebound and FII flows
Vikas Khemani sees Nifty hitting 30,000 by next Samvat, driven by Fed rate cuts, FII inflows, and an IT sector comeback after years of de-rating.
Chartist Talk: Ashish Kyal picks five stocks for Muhurat Trading, extremely bullish on Nifty 50 as Samvat 2082 begins
Top sector picks for the new year are consumer discretionary including auto and auto ancillary, financial sector, and IT, said Ashish Kyal.
Daily Voice: Consumption remains sparkling firecracker for Samvat 2082, says Kotak's Nilesh Shah
USD weakness, policy chaos in the US, and overvaluation in US markets could potentially redirect foreign flows to emerging markets like India, said Nilesh Shah.
Stay fully invested as Indiacharts' Rohit Srivastava sees bull market ahead; mid & small caps set to outperform in Samvat 2082
Chasing growth in midcaps will continue to remain a strategy that will reward long term investors in the year to come, said Rohit Srivastava.
Daily Voice: Earnings improvement to drive market performance; US economy, global interest rates key in Samvat 2082, says Tata Asset's Rahul Singh
Rahul Singh of Tata Asset Management says valuations today are still not cheap, but they’ve certainly normalised compared to the previous year. From here on, he expects the focus to shift more towards earnings growth.
Gemstone's Milan Vaishnav bets on 3 stocks for Muhurat trading; says HDFC Bank, ICICI Bank at the start of a new Bull run
HDFC Bank has rebounded off the support area and is moving towards its high and may see a breakout above Rs 1,025 level that could lead the stock to fresh lifetime highs, said Milan Vaishnav.
Daily Voice: Waterfield’s Vipul Bhowar expects strong double-digit market returns by next Diwali, bullish on these 5 sectors
Vipul Bhowar believes there are good investment opportunities in metals, quick-service restaurants (QSR), and building materials.
Chartist Talk: Build a portfolio with these 5 large-caps for Muhurat Trading; banks to lead Nifty 50 rally in Samvat 2082, says SBI Securities' Sudeep Shah
While it may be premature to project extremely optimistic levels like 29,000–30,000, given the strong technical structure and improving macros, Nifty could well move towards the 27,000 zone in Samvat 2082, said Sudeep Shah of SBI Securities.
Daily Voice: Bajaj Finserv AMC’s Nimesh Chandan flags 2 biggest market risks, spots 2 contrarian opportunities for Samvat 2082
Even after 59 percent rally in the Samvat 2081, Nimesh Chandan of Bajaj Finserv AMC expects gold to remain strong in the coming year, supported by persistent ETF inflows and robust central bank buying.
Daily Voice: Equentis CIO bullish on 3 sectors, expects Rs 2–3 lakh crore IPO wave in Samvat 2082
The IPO pipeline is expected to remain healthy in Samvat 2082, supported by steady domestic liquidity, and sustained investor participation, Jaspreet Singh Arora said.
Daily Voice: Major price correction in gold unlikely amid current global economic environment, says Julius Baer’s Milind Muchhala
Valuations have turned more supportive, with the markets now trading close to the historical averages. Any resolution on the trade deal front can remove one big overhang and result in improved sentiment for the markets, said Milind Muchhala.
Daily Voice: Financials, industrials, capital goods, auto ancillaries poised to deliver superior returns by next Diwali, says fund manager
Sonam Srivastava of Wright Research PMS believes India’s digital and internet ecosystem is in a structural upcycle, supported by profitability improvements, expanding user bases, and formalization-driven growth.
Daily Voice: Market has solid footing at home, not overly concerned about global hiccups, says Whitespace Alpha’s Puneet
The data centre space is buzzing, and it looks like it’ll offer some solid opportunities over the next year, said Puneet Sharma of Whitespace Alpha, AIF.
