Daily Voice: India will definitely thrive in near to long term despite Trump tariffs, says Vikas Gupta of Omniscience Capital
Government might announce other measures which could include encouraging BRICS/EU FDI, said Vikas Gupta of Omniscience Capital.
Chartist Talk: Milan Vaishnav sees further downside in MCX but picks these 2 stocks for current week
Both stocks trade above their key moving averages and have shown golden crossover before the actual price breakout," he reasoned, Milan Vaishnav said.
Daily Voice: Nifty’s single-digit earnings to cap rally; US tariffs to squeeze textiles, jewellery but pharma safe
Over the last 5 years, India has outperformed most of the other emerging markets, and is likely to deliver stable returns once the earnings re-rating sets in, said Raghvendra Nath of Ladderup Asset Managers.
Chartist Talk: Sudeep Shah bets on these 2 stocks but sees bearish move in Kfin Technologies, Godrej Properties next week
Looking ahead, the 200-day EMA zone between 24,300 and 24,250 has become a critical support area for the Nifty 50. A sustained move below 24,250 could intensify selling and potentially push the index toward the 24,000 mark, said Sudeep Shah of SBI Securities.
Daily Voice: GST reform likely by September, set to lift sentiment and festive consumption, says Bay Capital CIO
GST rationalisation is likely to benefit domestic demand-driven businesses, particularly in consumer staples and discretionary segments, said Keyur Majmudar of Bay Capital Investments Advisors.
Daily Voice: No India-US deal by October could intensify pressure on earnings and economy, says Whitespace Alpha's Puneet Sharma
By the October–December quarter, Puneet Sharma of Whitespace Alpha expects earnings to look a lot stronger. This period always coincides with India’s spending season — festivals, weddings, year-end bonuses — and that brings a natural lift to demand, he said.
Daily Voice: Tariffs could spark policy reforms that bolster India’s long-term growth story, says Anirudh Garg of INVasset PMS
With measured currency flexibility, targeted policy relief for exposed clusters, and continued progress on new trade corridors, the broader economy is positioned to absorb the shock while preserving its medium-term trajectory, said Anirudh Garg of INVasset PMS.
Daily Voice: Market underperformance could reverse, likely to reclaim record high on earnings recovery hope, says this investment professional
On the back of economic growth momentum picking up now, Sandeep Neema of PL Asset Management expects higher earnings growth in the second half which would take earnings growth into double digit range for FY26.
Chartist Talk: Bet on these 2 stocks with worst over for HUL, Maruti Suzuki looks overbought after 18% rally, says Centrum’s Nilesh Jain
Overall, the technical setup appears weak, but with the monthly August expiry approaching, any positive trigger could spark a strong short-covering rally in the Nifty 50, said Centrum’s Nilesh Jain.
Daily Voice: With tariff overhang gone, focus shifts to earnings growth and domestic plays, says Equentis Wealth CIO
In the next few quarters one can expect a busy primary and secondary equity market, provided broader sentiment holds firm, said Jaspreet Arora of Equentis Wealth.
Daily Voice: Rising consumption could trigger a meaningful revival in private sector capex, says Bajaj Finserv AMC's Nimesh Chandan
Even if the US Federal Reserve begins easing following very weak non-farm payroll data, the RBI may need to remain cautious for some time. This is due to uncertainty around tariffs and volatile capital flows, which could put pressure on the Indian Rupee, said Nimesh Chandan of Bajaj Finserv AMC.
Daily Voice: Earnings growth set to rebound from Q2FY26 with these 3 sectors likely leading recovery, says Julius’ Unmesh Kulkarni
Despite the near-term uncertainties, India remains one of the fastest growing economies in the world, and the ongoing structural reforms will go a long way towards wealth creation for investors through Indian equities, Unmesh Kulkarni said.
Chartist Talk: Sudeep Shah spots overbought signals in these 2 stocks, expects Nifty Auto index to hit record high in September
Given technical confirmations, Nifty Auto is well-positioned to continue its outperformance in the short term, barring any major market-wide disruptions, said Sudeep Shah of SBI Securities.
Daily Voice: FPIs may turn incremental buyers if 4 factors improve, says Choice Wealth's Nikunj Saraf
A 10% market upmove by year-end is possible but not a base case without help from global rates and a benign outcome on tariffs, said Nikunj Saraf of Choice Wealth.
Chartist Talk: Milan Vaishnav picks these 2 stocks for next week, sees continued strength in Cummins and M&M
Overall, the Nifty 50 remain in the broad trading range with strong under-currents and will eventually move past the crucial resistance zone of 25,000-25,150 in the coming days, says Milan Vaishnav of Gemstone Equity.
Daily Voice: Tariffs can be an opportunity if India pushes key reforms in land, labour and capital, says Marcellus' Pramod Gubbi
According to Pramod Gubbi of Marcellus, the auto sector should be an obvious beneficiary and there will likely be demand pick up at the margin as lower GST will likely lower cost of ownership of vehicles.
Daily Voice: GST reform could boost demand by Rs 2 trillion; Nifty may hit new highs by year-end, says HDFC Securities
Varun Lohchab of HDFC Securities believes that market valuations are currently fair and expects the Nifty to rise by approximately 10% from current levels.
Daily Voice: Likely inflationary pressure, economic slowdown could force United States to rethink tariffs policy over time, says DSP MF’s Vinit Sambre
Given the current rich valuations, DSP MF’s Vinit Sambre believes markets have already priced in much of the positive news.
Daily Voice: Strong market rerating likely if consumer sectors deliver strong earnings, says Client Associates' Rohit Sarin
Consumer services like hotel and travel, consumer discretionary and NBFCs could do well if consume demand picks up, says Rohit Sarin of Client Associates.
Daily Voice: Any of these 4 possible triggers could spark a massive rally in equity markets, says Green Portfolio PMS' Anuj Jain
The combination of GST rationalisation, a restructured tax regime, and the recent rate cuts can give demand a strong push. But more importantly, it sets the direction for the economy, said Anuj Jain of Green Portfolio PMS.
Trade Spotlight: How should you trade Container Corporation, Blue Star, Avenue Supermarts, TVS Motor, Maruti Suzuki, MCX, NSDL, and others on August 19?
The positive trend is expected to continue, as technical and momentum indicators signaled a bullish bias. Below are some short-term trading ideas to consider.
Daily Voice: Trade measures, PLIs and infrastructure push can ease tariff impact over time, says Tata MF's Chandraprakash Padiyar
India’s fundamentals remain steady. Stronger corporate balance sheets, fiscal stability, and RBI’s liquidity support should aid a recovery, with earnings growth back in double digits over the next couple of years, said Chandraprakash Padiyar of Tata MF.
Daily Voice: CIO says market focus shifting to business visibility, execution, and growth momentum over tariff concerns
Pawan Bharaddia of Equitree Capital advised holding capital goods and travel-related stocks in the portfolio, considering the expected growth in both sectors.
Chartist Talk: Sudeep Shah stays cautious despite Nifty rally; bullish on 4 stocks for next week
Current options data and the Put-Call Ratio (PCR) suggest that the market is likely to remain in a short-term consolidation phase, said Sudeep Shah of SBI Securities.
