Chartist Talks: Sudeep Shah of SBI Securities sees Nifty testing 22,800 support next week, bullish on these 3 stocks
The Nifty 50 continues to underperform its global counterparts, which adds to the overall negative sentiment. This clearly indicates bearish momentum in the index, said Sudeep Shah.
Daily Voice: Incentivizing green energy, attracting foreign investment likely seen in Budget 2025, says this fund manager
According to Rishabh Nahar, the equity markets could continue to experience extreme volatility following the budget.
Daily Voice: HDFC AMC's Rakesh Sethia believes govt to achieve FY25 fiscal deficit target and likely to maintain 4.5% target for FY26
Overall, the commitment to the fiscal consolidation path supports more favourable borrowing conditions for corporates, said HDFC AMC's Rakesh Sethia.
Daily Voice: Budget must balance tax reforms, fiscal discipline, strategic investments to sustain growth, says Equentis Wealth founder
To sustain growth and investor confidence, the government should maintain fiscal discipline by achieving the FY26 fiscal deficit target of 4.5% of GDP, prioritize a 10-15% capex increases for economic and infrastructure growth, and set a clear long-term debt-to-GDP target, said Manish Goel.
Daily Voice: This portfolio manager sees strong economic growth in Q3FY25, further correction in mid-smallcaps
According to Ashwini Shami, the midcap and smallcap segments are trading at significantly higher levels than their respective 5-year averages.
Daily Voice: Dramatic fiscal stimulus measures unlikely in budget, bullish on these 7 megatrends, says Enam AMC's Jiten Doshi
The Indian equity market presents a mix of opportunities and challenges in CY25, said Jiten Doshi of Enam AMC.
Daily Voice: Marcellus' Arindam Mandal says key measures to address consumption growth challenges will be crucial in Budget
It wouldn’t be surprising to see dovish policy actions from the RBI in the coming year, said Marcellus' Arindam Mandal.
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.
