Daily Voice: IT sector could be a good accumulation opportunity for patient investors, but with a pinch of salt, says Green Portfolio founder
Anuj Jain of Green Portfolio believes Donald Trump is using the H-1B visa issue as a tactical measure in trade negotiations with India.
Daily Voice: RBI’s hands are tied for near-term rate cuts as rupee depreciates sharply against USD, says this Investment Strategist
Besides many other factors, the gold prices are probably rallying since several central banks across the world are reducing exposure to the USD and increasing to alternatives including gold, Vikas Gupta of Omniscience Capital said.
Daily Voice: Quest’s Rakesh Vyas explains why he’s backing two private banks, affordable housing lenders
The recent improvement in US–India relations raises the possibility of the 25% additional tariff on Indian goods being rolled back, which could trigger a relief rally toward the end of CY25, Rakesh Vyas of Quest Investment Advisors said.
Daily Voice: India Inc enters upgrade cycle as Nifty eyes Diwali highs, says Wright Research’s Sonam Srivastava
The supportive policy backdrop and global liquidity easing set the stage for earnings upgrades rather than downgrades over the coming 2–3 quarters, said Sonam Srivastava.
Daily Voice: AI's impact on hiring could pose long-term challenges for jobs creation and economic growth, says Marcellus' Arindam
A durable move to new markets highs would still need support from earnings revisions and global rates rather than tariffs alone, says Arindam Mandal of Marcellus.
Daily Voice: LGT’s Stefan Hofer predicts more dovish US Fed, confident in India’s strong medium-term economic growth outlook
Important structural reforms and the ongoing infrastructure boom reinforce belief that India can deliver real GDP growth of +6.5% over the coming years, says LGT’s Stefan Hofer.
Daily Voice: Ajit Banerjee sees robust credit growth, stable asset quality; advises exposure to large private banks, diversified NBFCs
Given that India is still in the middle of a larger bull framework, this phase of consolidation over the last year can ultimately pave the way for a more sustained and positive pick-up in the markets in the mid to long term, said Ajit Banerjee of Shriram Life Insurance.
Daily Voice: US Fed's next move could open floodgates for FII in India, says Axis MF's Shreyash Devalkar
Ongoing negotiations with partners including the EU, US, Peru, Chile, Oman, and New Zealand further reflect India’s commitment to diversifying its trade relationships and reducing overdependence on any single market, said Shreyash Devalkar of Axis MF.
Daily Voice: SEBI’s REIT reclassification a pivotal shift, says WhiteOak Capital's fund manager
FIIs continue to acknowledge India as a market which provides a very fertile ground for stock selection based alpha generation, Trupti Agrawal of WhiteOak Capital AMC said.
Mid-market hospitality will spice up the hotel boom in India: IHCL top boss Puneet Chhatwal
The MD and CEO shares the business recipe that helped him drive a turnaround at IHCL which was wallowing in loss when he took over in 2017
Chartist Talk: Nifty may retest June peak; this aluminium stock could hit record high by September
The June swing high may not sustain, if Nifty fails to have broader participation, said Rahul Ghose.
Daily Voice: Achieving double-digit growth in nominal consumption will be difficult, says Spark Asia CIO
Direction of earnings is a key factor for the market. Pick-up in credit growth and consumption demand revival are signs to watch out for, said P Krishnan of Spark Asia Impact Managers.
Daily Voice: Narnolia's CIO anticipates 9% Nifty earnings growth in Q2FY26, expects RBI to hold rates
Beyond the promising long-term opportunities in tourism and hospitality, other sub-segments like automobiles and housing ancillaries also appear highly attractive, said Shailendra Kumar
Chartist Talk: These 2 stocks are the top picks for next week as Nifty eyes breakout toward 25,700
The Nifty 50 index is comfortably trading above its key short-term and long-term moving averages, both of which are beginning to trend upward — a positive sign for the bulls.
Daily Voice: Fed rate cut, not India–US trade deal, may drive market rally, says this portfolio manager
Any pause in FII net selling—similar to the trend seen from March to June this year—is expected to be a positive catalyst for the markets, said Ashwini Shami of OmniScience Capital.
Daily Voice: Market momentum is building quietly; here’s what will make it visible according to this Emkay strategist
Emkay's Seshadri Sen remains constructive on discretionary consumption (not staples) and select healthcare/industrial sectors.
Daily Voice: Corporate deleveraging cycle ending; fresh credit demand, trade deal may fuel India market rally
Global liquidity conditions, geopolitical developments, and the actual pace of economic reforms will play crucial roles in shaping the market's trajectory, said Dezerv's Vaibhav Porwal.
Daily Voice: LGT Wealth CIO sees fresh market rally if these 3 sectors show earnings strength
The recent GST rationalisation is crucial as it signals the next wave of reforms, said Rajesh Cheruvu of LGT Wealth India.
Daily Voice: Worst of earnings downgrades over; GST, RBI, Budget support may drive rebound from Q3FY26, says this fund manager
Rishabh Nahar advised focusing on durable consumption sectors such as household staples, autos, and financials that enable consumption.
Daily Voice: Incremental reforms vital for sustaining 6-7% growth trajectory, reinforcing investor confidence, says Saurabh Rungta of Avendus
A bumper Diwali season is surely on the cards, but more importantly, GST rationalisation underpins a steady consumption recovery over multiple quarters, said Saurabh Rungta of Avendus Wealth.
Daily Voice: No US trade deal, no rally? Here's why Indian markets are watching Washington
Resolving trade matters with the US is crucial for boosting market sentiment and attracting foreign investments, said Waterfield's Vipul Bhowar.
Daily Voice: GST rate cuts may not immediately boost festive season growth, says UTI MF’s Srivatsa
Within the positively impacted sectors, V Srivatsa of UTI Asset Management Company remains optimistic on automobiles and insurance as valuations remains reasonable and long-term impact is decent.
Daily Voice: Govt to unveil surgical measures to offset Trump tariffs, support affected industries, says Sandeep Bagla of TRUST MF
New leg of upmove in the market would be more dependent on the earning visibility of the corporate sector and reduction in global uncertainties, said Sandeep Bagla of TRUST MF.
Daily Voice | GST rationalisation a key demand catalyst for consumption, price-sensitive sectors, says Green Portfolio's Divam Sharma
GST rationalisation has the potential to be more than just a one-time booster — it could act as a key structural reform, said Divam Sharma of Green Portfolio.
