Daily Voice: Nifty at 30,000 by next Samvat? Carnelian’s Vikas Khemani bets on IT rebound and FII flows
Vikas Khemani sees Nifty hitting 30,000 by next Samvat, driven by Fed rate cuts, FII inflows, and an IT sector comeback after years of de-rating.
Chartist Talk: Ashish Kyal picks five stocks for Muhurat Trading, extremely bullish on Nifty 50 as Samvat 2082 begins
Top sector picks for the new year are consumer discretionary including auto and auto ancillary, financial sector, and IT, said Ashish Kyal.
Daily Voice: Consumption remains sparkling firecracker for Samvat 2082, says Kotak's Nilesh Shah
USD weakness, policy chaos in the US, and overvaluation in US markets could potentially redirect foreign flows to emerging markets like India, said Nilesh Shah.
Stay fully invested as Indiacharts' Rohit Srivastava sees bull market ahead; mid & small caps set to outperform in Samvat 2082
Chasing growth in midcaps will continue to remain a strategy that will reward long term investors in the year to come, said Rohit Srivastava.
Daily Voice: Earnings improvement to drive market performance; US economy, global interest rates key in Samvat 2082, says Tata Asset's Rahul Singh
Rahul Singh of Tata Asset Management says valuations today are still not cheap, but they’ve certainly normalised compared to the previous year. From here on, he expects the focus to shift more towards earnings growth.
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.
