Daily Voice: Another 2,000-point fall in Nifty Smallcap possible, but don't anticipate major pain in FMCG from here, says this fund manager
The IT sector does not look expensive at current valuations, said Rishabh Nahar.
Daily Voice: Right Horizons' Anil Rego still foresees these 4 risk factors for equity markets along with Trump tariff threats
The market correction has coincided with a slowdown in earnings growth with a third consecutive quarter of low single-digit earnings growth, said Anil Rego.
Chartist Talks: Hedged's Rahul Ghose sees another 500 points downside in Nifty, advises accumulating these 2 heavyweights
Rahul Ghose of Hedged expects the Nifty to be stronger than Bank Nifty once the rebound starts.
Daily Voice: This CIO believes current softness surely a good opportunity to buy Nifty largecap stocks
Private bank valuations appear compelling. The Nifty Private Bank's price-to-book ratio, currently around 2.2 on a trailing twelve-month basis, is near historic lows, said Shailendra Kumar.
Daily Voice: Markets much more balanced after recent correction, likely to focus on earnings than macros, says Rahul Singh of Tata MF
Going by the RBI projection of a GDP growth rate of 6.7% for FY26 and the pick up in Government capex in the current quarter, we might expect economic activity to turn around after a quarter or two, said Rahul Singh.
Daily Voice: Equitree's Pawan Bharaddia explains why he finds these 4 themes attractive post sharp correction
2025 will be a stock picker’s market, with continued volatility in the Rs 10,000–Rs 70,000 crore range (market cap), where liquidity had previously driven valuations to stretched levels, said Pawan Bharaddia.
Chartist Talks: Sudeep Shah of SBI Securities sees decisive directional move in Nifty, suggests these 2 buy ideas for next week
For Nifty, the zone of 22,600-22,550 will act as immediate support for the index. If the index slips below the level of 22,550, then we may witness a further correction upto the level of 22,250 level. On the upside, the zone of 23,050-23,100 will act as a crucial hurdle for the index, said Sudeep Shah.
Daily Voice: Nifty earnings may rise 5% in FY25, jump to mid-teens in FY26: ASK’s Sandip Bansal
After sharp correction since October 2024, Sandip Bansal said valuations have become reasonable in many segments, and India remains a solid long-term growth opportunity in the global context.
Daily Voice: Time to buy midcap, smallcaps as valuations become attractive, says Invasset PMS' Anirudh Garg
Anirudh Garg is cautiously bullish on gold, given the heightened geopolitical uncertainties and central bank buying.
Daily Voice: Trump's unpredictability driving fear amongst FIIs now, Market Mood Index in extreme fear zone, says Green Portfolio's Divam Sharma
Divam Sharma agrees that the Indian economy is showing the signs of slowdown but US tariff fear is weighing on even the slightest of positive trends in the economy.
Daily Voice: Market near bottom, these 3 sectors look interesting for FY26, says this portfolio manager
It is likely that by the middle of the calendar year 2025 the issues around tariffs should settle down globally, said Prabhakar Kudva.
NHPC to add 2,170 MW, commission India's largest hydro project in FY26: CMD Raj Kumar Chaudhary
The much delayed 2,000 MW Subansiri hydropower plant in Arunachal Pradesh, which will be the largest in India, will be fully commissioned by May 2026, Chaudhary said.
Daily Voice: Q4 FY25 earnings set to outshine Q3 on stronger indicators: Axis' Naveen Kulkarni
The commodities space is still a bit jittery, while the infrastructure sector is expected to recover, as there have been challenges due to government spending, said Naveen Kulkarni.
Daily Voice: Don't foresee any significant new risk factors for market, add exposure to these 6 sectors in correction, says OmniScience's Vikas Gupta
The current market presents an attractive opportunity. The Nifty’s current PE ratio stands at approximately 20.5x, which is close to its lowest levels in the last 5-10 years, except for the COVID-induced bottom at 18.71x, said Vikas Gupta.
Daily Voice: This fund manager explains why these 4 industries offer strong investment potential post-correction
Investors should be cautious with their smallcap holdings and prioritize companies with strong earnings visibility, stable cash flows, and resilient business models, Sonam Srivastava advised.
Chartist Talks: Nifty may take a breather now after Record Session Count formation, pick these 2 stocks, says SBI Securities' Sudeep Shah
The zone of 22,700-22,650 will act as immediate support for the Nifty 50 as the prior swing low and trendline support are placed in that region. On the upside, the 23,200-23,250 will act as a crucial hurdle for the index, said Sudeep Shah.
Daily Voice: Emkay's Kashyap Javeri likes these 4 themes despite recent correction
With FII selling facing fatigue at some point of time and valuations correcting, the opportunities are weighing in favour of investors, said Kashyap Javeri.
Daily Voice: Trump policies pose limited risk to India, says Bajaj Allianz Life CIO
Srinivas Rao Ravuri believes that the outlook for equities has slightly improved in recent months, with signs of demand recovery and some moderation in valuations
Daily Voice: US tariff risks may ease in 2H-2025; FY26 looks brighter for banks, says Client Associates' Himanshu Kohli
With slowing domestic earnings growth and GDP concerns, Indian equities may face volatility in 2025, said Client Associates' Himanshu Kohli.
Daily Voice: Saurabh Mukherjea believes RBI's rate cut pause if any going forward will not be viable given underlying slowdown in economy
Over and above taking measures to support liquidity, the RBI will have to push through more rate cuts this year to support the Indian economy, said Saurabh Mukherjea.
Daily Voice: Potential for enhanced corporate performance in FY26 depends on these 2 factors, says this investment advisor
As expected, the Q3 earnings season has been sluggish, with no major shocks or disappointments. Corporates have reported a single digit profitability in Q3FY25, said Shantanu Bhargava.
Daily Voice: Market might see further correction as Q4 earnings growth will be similar to Q3, says Ladderup's Raghvendra Nath
In terms of attractive valuations within the current market, Raghvendra Nath believes private banks remain appealing.
Daily Voice: RBI might delay future rate cuts given weak rupee, uncertainty over Trump tariffs, says Shriram AMC's Deepak Ramaraju
The possibility of FIIs returning strongly in FY26 looks good driven by India's robust GDP growth, rising corporate profitability, and government policies supporting investment, said Deepak Ramaraju.
Chartist Talks: SBI Securities' Sudeep Shah sees no possibility of FMCG index bottoming out soon, bets on these 2 stocks
The momentum indicators and oscillators suggest strong bearish momentum in the Nifty FMCG index, Sudeep Shah said.
Daily Voice: Ashika Global's Amit Jain cautious about Nifty crossing 27,000 in 2025, even though India's fundamentals remain strong
Amit Jain of Ashika Global Family Office Services foresees several risks that could disrupt the equity markets in the short to medium term. Potentially, a US market correction is the key risk for the Global Stock Markets including India.
