Daily Voice: This fund manager expects Q2FY25 earnings to be sequentially better with recovery in auto, pharma
More than the Q2 results, Mohit Khanna believes the more important aspect would-be management commentary regarding the acceleration in the execution post a slow June quarter.
Daily Voice: Don't foresee any substantial risk of significant capital moving from India to China, says Ladderup's Raghvendra Nath
Global investors may shift some focus to China, especially following these stimulus announcements; however, Raghvendra Nath of Ladderup Wealth Management believes that India's relative attractiveness remains high.
Chartist talks: Ashish Kyal sees bullish momentum in Sakthi Sugars, Infosys resuming upward trend soon after current volatility
A break above the Rs 1,960 level can lift Infosys towards Rs 2,080, so long as the Rs 1,850 level holds on the downside.
Daily Voice: Infosys, HCLTech, LTIMindtree likely to lead recovery in IT space, says this fund manager
Anirudh Garg of Invasset PMS anticipates the IT sector to benefit from structural trends like AI, automation, and digital transformation, further enhancing its potential for recovery.
Chartist Talks: Sudeep Shah of SBI Securities sees potential opportunities for investors in IT sector given strong technical indicators
Despite consolidation, the Nifty IT has strongly outperformed the frontline indices, said Sudeep Shah of SBI Securities.
Daily Voice: RBI rate call looms amid Israel-Iran tensions; IPO market set for Rs 60,000 cr in upcoming issues
RBI will aim to strike a balance between the risk of currency depreciation and the need to stimulate the growth, which seems to be slowing down, said Vaibhav Porwal.
Daily Voice: This portfolio manager sees strong value in largecaps and 4 key sectors amid market correction
Investors should also stay away from sectors that may be directly impacted by the ongoing Middle East conflict from rising input costs or other operational challenges, Ashwini Shami of OmniScience Capital said.
Retail investors can buy the dip if correction continues, focus on Brent crude if Middle East tensions escalate, says this fund manager
Sharma recommends allocating a portion to defensive stocks and remain vigilant on companies which supply or source their materials from Middle East.
Don't see market hitting long-term peak anytime soon, says Waterfield Advisors' Vipul Bhowar
While there might be some corrections, India's fundamental growth outlook remains strong, making it an appealing setting for long-term investments, said Vipul Bhowar of Waterfield Advisors.
Daily Voice: RBI unlikely to turn dovish before 2025, but surprise cut cannot be ruled out, says this senior fund manager
The government is placing a stronger emphasis on sustainable energy, with a larger share of spending directed towards renewables. This presents a promising long-term investment opportunity in power space.
Daily Voice: DSP MF's Vinit Sambre explains why he is betting on these 4 key sectors
Despite these headwinds, the long-term outlook for banks remains positive. As economic growth continues and private sector participation increases, there is room for credit growth to rebound, providing banks with new lending opportunities, says Vinit Sambre of DSP Mutual Fund.
Daily Voice: RBI unlikely to hint at interest rate cut in October policy meeting, says First Water Capital's Arun Chulani
The economy is still growing at 7-8 percent, so there does not seem to be any immediate requirement to stimulate an increase in demand from the RBI, said Arun Chulani.
Chartist Talks: FII long-short ratio hints at Nifty 50 consolidation in coming few sessions despite strong underlying trend, says SBI Securities' Sudeep Shah
After consolidation, the Nifty 50 is likely to continue its upward journey and test 26,500, followed by 26,750 in the short term, Sudeep Shah believes.
Daily Voice: Keep return expectations muted for next 1 year after stellar run in markets, says Quest's Aniruddha Sarkar
For the IT sector, Aniruddha Sarkar of Quest Investment Advisors believes worst is behind and added some weights there.
Daily Voice: Emkay's Kashyap Javeri quite bullish on digitisation, automation, AI theme
With a 5-6 percent surplus monsoon and strong kharif sowing season, one can definitely expect that the rural economy will make a strong come back this year, said Kashyap Javeri.
Daily Voice: Foreign investors underweight on India, but shift coming soon, says OmniScience's Vikas Gupta
Vikas Gupta believes that as global fund managers evaluate the growth potential of various markets, India will emerge as one of the most appealing destinations.
Daily Voice: Real estate in middle of upcycle after a decade-long downcycle, says Bajaj Finserv AMC's Nimesh Chandan
The sector is consolidating, with larger players gaining market share due to stricter regulations and demand for premium properties. This structural trend keeps us optimistic about the sector's prospects, said Chandan.
Daily Voice: Green Portfolio's Divam Sharma capitalising opportunity in new energy space through small players where value still exists
IT recovery is expected to take some time even though the Fed has started cutting rates, Divam Sharma of Green Portfolio believes.
Daily Voice: BFSI provides reasonable valuations comfort, rate cut cycle in India to be shallower than US, says Julius Baer's Unmesh Kulkarni
The Indian economy is on a firm footing and performing relatively better than many other emerging economies, says Julius Baer's Unmesh Kulkarni.
Chartist Talks: Sudeep Shah of SBI Securities explains why he is bullish on Havells, Indian Hotels
The stock of Mahindra and Mahindra has given a downward sloping trendline breakout on a daily scale. This breakout is confirmed by robust volume.
Daily Voice: Don't expect major market correction thanks to strong economic fundamentals, says this investment advisor
Sectors that typically benefit from rate cuts include real estate, auto, consumer durables, infrastructure, and banking, as lower rates tend to boost demand and improve margins, says Vivek Goel.
Daily Voice: This fund manager explains why she is focusing on defensive stocks now than growth plays
Sonam Srivastava believes the equity markets are poised for continued growth, driven by strong corporate performance and supportive macroeconomic factors.
Daily Voice: CY25 could mark strong IT demand rebound, says Baroda BNP Paribas MF's Shiv Chanani
In case of IT space, while there are tailwinds for the underlying clients in the BFSI space on account of rate cut cycle, there are concomitant uncertainty on the impending US elections due in November, Shiv Chanani said.
Daily Voice: RBI rate cuts likely by late 2024 after fed move, says Whitespace Alpha's Puneet Sharma
With softening demand across key sectors, the RBI might opt for a pre-emptive rate cut before 2025 to reinvigorate consumption and support economic momentum, said Puneet Sharma.
