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.
Daily Voice: Tepid EPS growth, rich market valuations indicate risks persist, JM Financial's Venkatesh warns
If the US President Trump decides to cut India's tariffs from 50 percent to 10-25 percent, that could be a boost for the market, said Venkatesh Balasubramaniam.
Chartist Talk: Milan Vaishnav recommends 2 stocks despite a challenging week for Nifty 50
A lean breakout on the upside will happen only after Nifty takes out 25,600 with a thrust and stays above that. On the downside, the 24,850-24,950 zone is a crucial support area. A clear trend would emerge only above or below the mentioned levels,Milan Vaishnav said.
Daily Voice: China's rare earth curbs, Trump’s tariffs may pressure global markets, prolong consolidation, says Ashwini Shami
China and United States are increasingly weaponizing trade tariffs as tools for geopolitical dominance, said Ashwini Shami of OmniScience Capital.
Chartist Talk: Nifty’s 24,950 support at risk amid fresh US-China trade tensions, warns SBI Securities' Sudeep Shah
While the undertone remains positive, investors should keep an eye on global developments, as renewed tariff tensions between the US and China could inject short-term volatility into the otherwise festive rally, Sudeep Shah advised.
Daily Voice: These 3 sectors to lead earnings recovery from 2HFY26, says LGT Wealth CIO who sees 5–8% YoY profit growth in Q2FY26
Market sentiment suggests the worst may be behind, said Chakri Lokapriya of LGT Wealth India.
Daily Voice: Industrials to stay strong even amid tariff worries, says Trust MF’s Sandeep Bagla
Sandeep Bagla expects the demand to sustain in multiple sectors which are dependent on the domestic consumption recovery, including autos.
Daily Voice: Post Q2 provisional numbers, Gautam Duggad sees banking growth momentum accelerating in 2H on demand recovery, RBI policy push
The current equity market rally is largely driven by expectations of an earnings recovery and the anticipated benefits of policy actions starting to flow through in the second half of the year, Gautam Duggad said
Daily Voice: Macroeconomic factors pose greatest risk to India’s economy than tensions with US, says Himanshu Kohli
The earnings downgrade cycle hasn’t fully concluded, but the worst may be behind as Q1 FY26 results demonstrated surprising resilience, said Himanshu Kohli of Client Associates.
We are committed to improving free cash flows, return ratios: Neeraj Kanwar, MD, Apollo Tyres
Tyre sales were slow in the first half of FY26 but we are hopeful of a better second half on the back of GST rate cuts
Zoho CEO Mani Vembu On Why India Needs Arattai, Growth Surge And Integrating Businesses | Exclusive
Exclusive | Zoho CEO Mani Vembu on Arattai’s 100X surge: In this candid conversation with Zoho CEO Mani Vembu, dive into how Zoho’s 20-year-old tech backbone powers Arattai - the homegrown messaging app that saw a “100X surge” amid an explosive user growth.
Mani Vembu shares insights on:
Why India needs this tech: “Need this tech within India for data sovereignty”
The massive rollout plans: “We were planning for wider rollout in November, but the scale became unimaginable.”
Arattai’s growth milestones: “Meetings crossing 100,000 every day” and “More than half a million calls every day.”
Competing with WhatsApp, Signal & Telegram: “Every app stands on its own merit… We will have our own space.”
Building a super app: “Looking at adding more services. Payment is one of the areas we are looking to integrate.”
Commitment to product & privacy: “We keep focus on improving the product… Users should find the app valuable.”
Future features: “Have an option called Secret Chat, will enable end-to-end encryption soon.”
This interview reveals the vision behind Arattai, Zoho’s long-term investment philosophy -“Learning by doing” - and how they are powering India’s digital independence. Mani Vembu spoke to Monecontrol's Chandra R Srikanth and Bhavya Dilipkumar
Daily Voice: Harsh Gahlaut says the most disruptive phase is over; equities now better positioned than a year ago
Harsh Gahlaut of FinEdge believess from the next quarter onwards, the trend is likely to shift towards earnings upgrades rather than downgrades.
PFRDA says planning inflation-linked NPS products to protect retirees’ returns
NPS to offer same tax benefits to new inflation-protected payouts; 100% equity option already available
Daily Voice: India’s growth could accelerate to 7.5% if US trade pact is finalised, says Smallcase expert
Abhishek Banerjee of Lotusdew Wealth is quite bullish on formalization of economy which can be seen as increased GST collection even after GST tax cuts as well as increasing EPFO contributions.
Daily Voice: No earnings downgrades expected after Q2 FY26? This investment manager calls it overly optimistic
The delay in the India-US trade deal presents significant threats to Indian equity markets that could potentially undermine the anticipated earnings recovery, Robin Arya of GoalFi said.
Chartist Talk: Sudeep Shah keeps these two stocks on radar for next week, sees 25,100 as crucial zone for further Nifty rally
The zone of 25,050–25,100 will act as a crucial resistance area for the Nifty 50, as it coincides with the 61.8 percent Fibonacci retracement of the recent decline, said Sudeep Shah of SBI Securities.
Chartist Talk: Four-digit mark likely for this logistics stock, Bank Nifty to hit new highs well before Nifty 50
The support for the Bank Nifty is around 54,800 while next resistance is around 55,800 and 56,500 for the next few sessions, Arun Kumar Mantri said.
