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.
Daily Voice: With government increasingly focused on consumption, infrastructure capex appears to have peaked, says Ashish Chaturmohta
Ashish Chaturmohta of JM Financial is particularly positive on companies poised to benefit from a rural consumption recovery, which forms a significant part of overall demand.
Chartist Talk: Close above 25,000 crucial for sustainable rally in Nifty 50, these 2 stocks look overbought now, says Rahul Ghose of Hedged
Overall, the daily and weekly timeframe trend continue to be in a sideways band Nifty 50. There is no clear direction as far as Nifty is concerned, said Rahul Ghose of Hedged.
Daily Voice: Govt measures may boost short-term consumption, but broad-based job creation key to long-term recovery, says Kotak Life’s Hemant Kanawala
During the recent market correction, we have observed compelling investment opportunities emerging across both consumption-driven and investment-led themes, said Hemant Kanawala of Kotak Mahindra Life Insurance.
Daily Voice: No near-term triggers for fresh market rally; another 50 bps repo rate cut may be needed, says Ladderup's MD
Markets are now looking for something more concrete, be it a strong earnings surprise, significant trade measures with major partners, or a major geopolitical breakthrough to justify a move to new highs, said Raghvendra Nath of Ladderup Asset Managers.
Daily Voice: Divam Sharma explains why he leans towards Zomato and not Swiggy
Divam Sharma of Green Portfolio remainss cautiously optimistic on food delivery sector as the sector still faces competitive intensity and changing consumer preferences.
Daily Voice: Good monsoon, tamed inflation may give RBI MPC room to cut rates, says Shriram Wealth's Vikas Satija
India–US trade deal offers sector-specific benefits in electronics, agri-tech, and industrial goods, but not as a market-defining catalyst, said Shriram Wealth's Vikas Satija.
Chartist Talk: Nifty 50 faces make-or-break 24,500 support, charts flash warning signs
Bharti Airtel and Larsen & Toubro would be my picks for next week, said Milan Vaishnav.
Daily Voice: Possibility of a 5–6% market correction due to global volatility, says HDFC Securities' Varun Lohchab
Varun Lohchab does not anticipate a significant slowdown in aggregate earnings for Q2FY26, although some sectors may experience mild softness.
Daily Voice | IT sector needs earnings revival before rebound, FMCG valuations remain pricey: Shailendra Kumar
Current corporate earnings growth expectations are conservative, suggesting that further estimate cuts are unlikely, said Shailendra Kumar of Narnolia Financial Services.
Chartist Talk: Sudeep Shah sees 200 DEMA as crucial support for Nifty, identifies 2 stocks with upside potential
On the technical front, Nifty has broken below key short-term moving averages — the 20-day, 50-day, and 100-day EMAs — all of which have now turned downward, signalling weakness in trend structure, said Sudeep Shah of SBI Securities.
Daily Voice: Anil Rego cautious on US-exposed pharma stocks; warns against underestimating tariff-led global slowdown
With India supplying 45% of US generic drugs and the US being the largest pharma export market worth $8.7 billion in FY24, any escalation beyond current measures could fundamentally alter sector dynamics, said Anil Rego of Right Horizons.
Daily Voice: US-India trade deal could be a catalyst for sustained market uptrend, says this fund manager
The domestic story remains supportive, but a robust rebound toward record highs will likely require a strong trade agreement to ease market concerns, Anirudh Garg of INVasset PMS said.
Daily Voice: Markets may consolidate until clarity on US tariff policies, Q2FY26 earnings to remain subdued, says Dikshit Mittal of LIC MF
Dikshit Mittal of LIC MF anticipates a meaningful pickup in earnings momentum starting from Q3FY26, driven by themes such as consumption, BFSI, manufacturing, and capex.
