Interview

Daily Voice: Fed to implement 100 bps interest rate cuts by 2026, to bolster US economy, says DBS Bank

DBS Bank remains constructive on gold despite the current wave of consolidation. There remains a multitude of long-term tailwinds for gold, Joanne Goh said.

Daily Voice: RBI may cut interest rates twice more before entering prolonged pause, says Naveen Kulkarni of Axis Securities

The focus on growth will continue to remain strong, and thus the inclination toward rate cuts will continue to remain high, said Naveen Kulkarni of Axis Securities PMS.

Daily Voice: US tech sector provides more promising long term investment opportunities, here's why

Average Indian IT companies have traditionally not invested much in R&D and innovations; this could now start negatively impacting their growth prospects, said Siddharth Bothra of Ambit.

Chartist Talks: These 2 stocks likely to generate significant alpha compared to broader markets

Milan Vaishnav expects Bank Nifty to break 56,000 support. The correct range for Nifty Bank for the coming week would be 57,500 on the higher side where it is likely to find resistance and 55,000 where there is immediate pattern support.

Daily Voice: Ashwini Shami of OmniScience says this sector is severely mispriced, offers strong investment opportunity

OmniScience has been overweight on the banking sector, said Ashwini Shami.

Daily Voice: Threshold for RBI choosing to cut rates in August quite high, double-digit vehicle volumes growth in H2FY26 can't be ruled out, says PNB MetLife's CIO

The auto sector is gearing up for a robust second half in FY26, largely driven by boost in disposable incomes across both rural and urban India, said Sanjay Kumar of PNB MetLife.

Chartist Talks: FII long-short ratio signals limited Nifty downside, these 3 stocks likely to continue northward journey, says Sudeep Shah of SBI Securities

While the current FII long-short ratio points to a clearly bearish stance by FIIs, the extremely low long-short ratio also suggests that much of the negativity might already be priced in, leaving room for a potential bounce if any positive trigger emerges, said Sudeep Shah of SBI Securities.

Daily Voice: Nifty at 28,000? This fund manager says it’s likely if corporate profits rise

Multifaceted bullish case, with drivers spanning monetary, fiscal, and geopolitical domains, suggests that gold is well poised to outperform over the remainder of the financial year, said Rishabh Nahar of Qode Advisors.

Daily Voice: Cement, chemicals, consumer discretionary sectors poised for recovery, says Kotak AMC’s Nilesh Shah

Going ahead, the headline CPI inflation trajectory looks fairly benign and we continue to expect the FY26 inflation trajectory to remain favourable, driven largely by moderating food prices as well as benign commodity prices, said Kotak's Nilesh Shah

Daily Voice: With expectations of recovery in growth, markets remain broadly healthy despite elevated valuations, says Waterfield’s Vipul Bhowar

With expectations of a recovery in growth, markets remain broadly healthy despite elevated valuations, says Waterfield’s Vipul Bhowar.

Daily Voice: Jyoti Prakash of AlphaaMoney sees consumer demand picking up in second half of FY26

Demand from rural India will be strengthened given better-than-expected monsoons. Demand conditions in urban India remain tepid and should see revival considering more money in the hands of the people, said Jyoti Prakash of AlphaaMoney.

Daily Voice: Earnings, not Trump tariffs, will be the key trigger for Indian markets, says Julius Baer's Nitin Raheja

The revival of consumption in the festival season in the second half of the year will be another key trigger for the markets, said Julius Baer's Nitin Raheja.

Daily Voice: Equitree’s Bharaddia believes these 4 sectors poised for catch-up despite strong structural tailwinds

Consumption is a promising theme, especially in light of recent tax rate changes and interest rate cuts, said Pawan Bharaddia of Equitree Capital.

Chartist Talks: SBI Sec’s Sudeep Shah bullish on 4 stocks, but signals avoid for telecom stock, sees this bank at overbought zone after 81% rally

Technical signals suggest that downside momentum may be gaining strength in Nifty 50, said Sudeep Shah of SBI Securities.

Chartist Talks: I-Sec’s Dharmesh Shah sees strong Nifty structure despite recent correction; expects index to reach 25,800 in August

I-Sec’s Dharmesh Shah expects volatility to remain elevated amid progression of earnings season coupled with Tariff related development wherein strong support is placed at 24,900-24,800 levels.

Daily Voice: Tariffs will reshape global supply chains in these three strategic sectors, says Client Associates’ Rohit Sarin

There is a strong possibility that inflation will increase in the US due to higher tariffs as the cost of products is expected to increase significantly, says Client Associates’ Rohit Sarin.

Daily Voice: 15% market returns possible in FY26 despite trade uncertainty but bullish on domestic focussed small caps, says Lotusdew's Banerjee

Detachment from global headlines could be the dark horse, said Lotusdew's co-founder Abhishek Banerjee.

Daily Voice: India won't compromise despite short-term pain from US trade deal, says this Investment Strategist

Focus of Mr. Market is always on the India Inc. earnings performance in the long-term. Tariffs are one of the factors which could impact those, said Vikas Gupta of OmniScience Capital.

Daily Voice: Meaningful wave of earnings upgrades still distant, but worst of downgrades likely over, says Samco CIO

As the Q1 FY26 earnings season begins, several sectors are expected to contribute to earnings growth, supported by a combination of policy momentum and improving demand trends, said Umeshkumar Mehta of Samco Mutual Fund.

Daily Voice: Economic revival to power small-cap outperformance, says Bajaj Finserv AMC's Nimesh Chandan

Daily Voice: Small cap earnings set to outpace large caps amid economic recovery, says Bajaj Finserv AMC's Nimesh Chandan

Chartist Talks: After Jane Street manipulation allegations, Hedged's Rahul Ghose outlines 4 measures SEBI may soon consider

SEBI’s recent actions and public statements indicate a clear intent to prioritise market stability and investor protection, even if it means imposing stricter controls on sophisticated market participants, said Hedged's Rahul Ghose.

Daily Voice: Focus on companies with domestic strength amid global trade risks, says Enam’s Jiten Doshi

India’s structural growth story remains robust, but a broad-based market re-rating from current levels appears less likely, says Enam AMC’s Jiten Doshi.

Daily Voice: Q1 crucial for upgrading FY26 earnings growth projection of 12–13%: Narnolia’s Shailendra Kumar

Banks and insurance companies provide better valuation comfort for new investments at current levels, said Narnolia’s Shailendra Kumar.

Daily Voice: Mixed trend in Q1 provisional numbers - This CIO highlights weak urban consumption, strong rural and semi-urban growth

In Q1FY26, BFSI companies are reflecting growth in line with expectation with improved business momentum in MFI and NBFCs, Arpit Agrawal of Electrum Portfolio Managers said.