Daily Voice: Interest rate cut by RBI not completely ruled out in December, says OmniScience's Ashwini Shami
The October high inflation number is primarily driven by the inflation in food items while the other core items were in 3-4 percent price increase range. If the food prices inflation is to moderate then RBI may have room for a rate cut, Ashwini Shami said.
Daily Voice: Economic growth outlook for India more than sufficient to warrant an overweight stance, says LGT Bank's Stefan Hofer
In case of pockets of opportunity for India if Trump renegotiates tariffs with China, Stefan Hofer feels it is too soon to argue that “China’s loss is India’s gain”.
Daily Voice: Nifty 50 could hit 23,000 amid market pain; focus on 3 key sectors, says Quest's Rajkumar Singhal
Rajkumar Singhal thinks FIIs behaviour is more of a tactical adjustment rather than a structural shift, suggesting that if corporate earnings improve, FPIs may return to the Indian market.
Daily Voice: Great time to create robust consumption-oriented portfolio for long term, says this fund manager
Sorbh Gupta of Bajaj Finserv AMC believes rural consumption to lead the consumption demand revival from hereon.
Chartist Talks: Sudeep Shah of SBI Securities explains why he is bullish on these 2 stocks for next week
The momentum indicators and oscillators suggest strong bearish momentum in the BSE Sensex. Hence, any sustainable move below the 200-day EMA zone of 77,400-77,300 will lead to sharp correction in the index, said Sudeep Shah.
Daily Voice: Axis Sec's Neeraj Chadawar sees limited scope of earning downgrades in these 4 stocks
Neeraj Chadawar of Axis Securities is cautious about the potential improvement in consumer spending for the second half of the year.
Chartist Talks: Ashish Kyal bullish on these 2 stocks for next week, but signals panic if Bank Nifty breaks 200 DEMA
Ashish Kyal sees the new leg of up move in Zomato which smartly defended September low and rebounded
Daily Voice: Whitespace Alpha's Puneet Sharma expects steady recovery in earnings rather than a rapid rebound, after weak Q2 numbers
The currency impact from North eastern neighbours is manageable, and India’s economic outlook remains resilient amid the external noise, said Puneet Sharma.
Daily Voice: Do not expect sharp rebound to record highs immediately, but positive momentum is building in market, says Tata MF's Meeta Shetty
The market is likely to rebound gradually, and a sustainable recovery will depend more on earnings growth rather than a sharp market correction, said Tata MF's Meeta Shetty.
Daily Voice: Weakness in consumer spending may persist, be careful in selecting FMCG stock, advises Sharekhan's Gaurav Dua
Consumption is an important pillar of economic growth and consequently important for sustenance of the rally in the equity market, said Gaurav Dua of Sharekhan by BNP Paribas.
MC Interview | Dr Reddy's looking to jump ranks in domestic market, eyes M&As in chronic segment
In an exclusive interview with Moneycontrol, Dr Reddy's CFO, M.V. Narasimham highlighted the company's plans on moving up the ranks in the Indian pharma market, areas of inorganic growth opportunities and prospects emerging from the US Biosecure Act.
Daily Voice: Don't expect RBI to cut interest rate in December meeting amid high food inflation, says this smallcase manager
RBI has not been taking interest rate decisions in sync with the Fed and Divam Sharma doesn’t expect that to happen either.
Daily Voice: India remains most promising EM for long-term investment, says Marcellus' Arindam Mandal
Excluding India, rest of the EMs struggle with the consistent earnings growth needed for steady capital flows, said Arindam Mandal.
Daily Voice: Earnings recovery in Q3 may be limited if economic environment remains challenging, says Waterfield Advisors' Vipul Bhowar
The Indian equity market may undergo a consolidation phase after the US elections before aiming for new record highs, said Vipul Bhowar.
Chartist Talks: SBI Securities' Sudeep Shah explains why Federal Bank, Paytm are strong buys
Technical factors suggest that the market is likely to experience consolidation over the next few trading sessions, said Sudeep Shah of SBI Securities.
Daily Voice: Fed may adopt more cautious stance on rate cuts starting from Dec meeting, says Ladderup's Raghvendra Nath
Going forward, it will be particularly interesting to monitor the Fed’s decisions and guidance regarding further rate cuts, especially in light of the recent election outcome, said Raghvendra Nath.
Daily Voice: Narnolia's Shailendra Kumar anticipates muted Q3FY25 earnings, moderation in pace of Fed rate cuts
However, Shailendra Kumar of Narnolia Financial Services expects a significant earnings growth rebound only from mid-Q4FY25 onwards.
Daily Voice: Several smallcaps from automobile components, pharma, tier-2 defense returned to buy zone, says this investment advisor
Post Donald Trump's win in US elections, Tier-2 defense companies are likely to remain unaffected due to their minimal US export exposure, said Sreeram Ramdas.
Daily Voice: This fund manager is strategically accumulating positions in healthcare, consumer staples in recent market pullback
Healthcare and consumer staples provide a cushion during downturns as their products remain essential regardless of economic swings, said Anirudh Garg of Invasset PMS.
Daily Voice: Right Horizons' Anil Rego bullish on gold, believes prices will continue to rise
Anil Rego of Right Horizons is not concerned about the upcoming US elections as drivers of long term domestic economic growth are intact.
Daily Voice: For year ahead, this investment strategist picks these 2 sectors after recent correction
Vikas Gupta believes that from mid-November to mid-January, the markets will settle in a direction, which currently looks positive.
Daily Voice: December quarter earnings expected to be better than September quarter, says fund manager Jitendra Sriram
India may be closer to a double-digit earnings growth for FY25 versus a mid-teen growth anticipated earlier, Jitendra Sriram believes.
Chartist Talks: Milan Vaishnav explains why he is bullish on Lupin, ITC for November series
Going ahead, Milan Vaishnav expects Lupin to resume its upmove from the current levels and go on to test Rs 2,300-2,350 levels.
Daily Voice: India remains expensive with structural triggers despite short-term challenges, says Siddharth Vora of PL Asset Management
In Samvat 2081, India’s equity markets face a mix of growth opportunities and risks, said Siddharth Vora.
