Interview

Daily Voice: India's market has limited downside risk, says Green Portfolio's Divam Sharma

Green Portfolio’s Divam Sharma expects the US Federal Reserve to implement its next rate cut as early as July, given the recent softness in unemployment data and continued moderation in inflation.

Daily Voice: Don't expect further significant downward revisions in earnings estimates, says TRUST MF's Sandeep Bagla

Higher government spending and low interest rates could perk up earnings estimates going forward, said TRUST MF's Sandeep Bagla.

Daily Voice: Invasset PMS' Anirudh Garg expects strong topline growth across most sectors in Q1FY26

Sectors like capital goods, financials, and even select consumer names are likely to report decent revenue growth in Q1FY26, Anirudh Garg of Invasset PMS said.

Daily Voice: Earnings growth expectations for FY26 improve, but upgrades may be selective, says Right Horizons' Anil Rego

Corporate profit-to-GDP ratio remains at a 17-year high of 4.7 percent, indicating structural earnings strength, said Right Horizons' Anil Rego.

Daily Voice: Shriram Life's Ajit Banerjee flags segment imbalance behind cautious auto sector forecast

The auto ancillary sector, which is part of the global auto manufacturers supply chain—especially the US—runs a larger risk from the tariff impact that is expected to be levied after July 9, said Ajit Banerjee of Shriram Life.

Chartist Talks: Bank Nifty on track to hit 60,000 milestone before Diwali, bullish on these 4 stocks, says SBI Securities' Sudeep Shah

Backed by strong technical indicators and firm sectoral participation, Nifty now looks poised to extend its northward journey in the coming weeks and is likely to test the level of 25,800, followed by 26,100 in the short term, said SBI Securities' Sudeep Shah.

Daily Voice: Discretionary consumption, power, data centers, defence sectors in in focus for 2HCY25, says this CIO

The worst is definitely behind for the equity markets from a macro perspective whether it’s a depreciating INR, rising bond yield, FII selling and surging oil prices, said Piyush Mehta of Caprize Investment Managers.

Chartist Talks: Elliott Wave signals strong, fast Nifty rally ahead; Ashish Kyal recommends 2 picks for July

Ashish Kyal is expecting July series to be in positive for Bank NIfty as long as 56,600 remains protected on the downside for a move to 59,000 levels.

Daily Voice: OmniScience's Ashwini Shami believes strong earnings momentum to continue in these 4 sectors for Q1FY26

OmniScience's Ashwini Shami believes the operating leverage will continue to deliver strong earnings momentum for these sectors.

Daily Voice: Record highs likely but temper return expectations, says Mirae Asset's Neelesh Surana

Mirae Asset's Neelesh Surana expects the market trajectory to be more stock-specific, driven by actual earnings delivery rather than indiscriminate rallies.

Daily Voice: This founder explains why he prefers increasing exposure to large banks Vs small banks

According to Himanshu Kohli of Client Associates, the worst may not be over for the market, but robust earnings could spark a breakout, favouring IT, banking, and defence sectors.

Daily Voice: This CIO expects earnings trajectory to get stronger through FY26, sees no US recession

As far as June quarter earnings are concerned, what Baroda BNP Paribas MF's Sanjay Chawla would be looking for is the commentary on the outlook rather than the numbers per se.

Daily Voice: Technology may outperform financials sector, gold prices to remain elevated in 2H2025, says LIC MF's Yogesh Patil

Yogesh Patil of LIC Mutual Fund AMC believes that the second half of FY26 could witness a pickup in corporate earnings momentum.

Daily Voice: Market dips from geopolitical tensions are buying opportunities, says Julius Baer India's Milind Muchhala

The country’s relatively superior economic and corporate earnings growth would position India as an attractive investment destination, said Milind Muchhala of Julius Baer India.

Chartist Talks: Nifty likely to trade between 24,400–25,200 this week, says JM Financial's Rahul Sharma

Technical charts suggests that while the overall trend in Bank Nifty remains sideways to bullish, a period of consolidation over the next few sessions is likely. Key support levels to watch are 55,000 and 54,400, said Rahul Sharma of JM Financial.

Daily Voice: ‘No sharp downside for Nifty unless all pillars shake,' Jaspreet Arora sees 28,000 target

Jaspreet Singh Arora of Equentis Wealth Advisory Services believes a significant downside in equity markets from current levels is ruled out.

Chartist Talks: SBI Securities' Sudeep Shah bets on these 6 stocks, believes momentum strong in Bank Nifty

Given the current chart structure and improving momentum indicators, Bank Nifty is likely to continue its upward move and may test the 56,800 level in the near term with a potential extension toward 57,500, Sudeep Shah of SBI Securities said.

Daily Voice: Three key catalysts that could steer the markets, says top investment strategist

Jay Kothari of DSP MF believes valuations in defence space have stretched significantly. The defence index is currently trading at a high price-to-earnings (P/E) multiple of around 57-61x forward earnings, which is elevated compared to historical averages and other sectors.

Daily Voice: Nifty 50 earnings unlikely to exceed 15% in FY26 amid low inflation, geopolitical risks, says Marcellus' Krishnan VR

While the risk of reimposition of reciprocal tariffs after the 90 days pause in July remains, Krishnan VR of Marcellus thinks atleast a part of this risk has already been factored in the prices of affected stocks and sectors.

Daily Voice: Two Fed cuts likely in 2025; India set to lead global growth in FY26, says LGT’s Hofer

The FOMC meeting was in line with expectations and in line with the Fed’s dual mandate of full employment and price stability, said Stefan Hofer of LGT Private Bank.

Daily Voice: Market unlikely to hit new highs unless earnings surge decisively or valuations ease, says Ladderup's Raghvendra Nath

Raghvendra Nath of Ladderup Asset Managers believes earnings momentum is expected to pick up again in FY26, though the recovery will likely be uneven across the year.

Daily Voice: Markets may use current geopolitical situation to correct over next few months; Q1FY26 to be next trigger, says PL Capital's Sandeep Neema

Sandeep Neema of PL Capital believes there are high chances that the current geopolitical issue will lead to an oil shock; Iran produces 3.5 percent of global crude oil production and any disruption in that output would lead to a spike in oil prices.

Trading Plan: Can Nifty 50, Bank Nifty continue their upward momentum?

If the Nifty 50 defends 24,700, the immediate support, a rally toward 25,000–25,200 can’t be ruled out. However, if it falls below 24,700, the decline may extend to the 24,500 zone. Overall, it is expected to trade within the broad range of 24,500–25,200 in the short term, according to experts.

India's realty sector may touch $1 trillion by 2030: CREDAI president Shekhar G Patel

The real estate market, which has shown signs of consolidation, is likely to bounce back strongly by July-August, the Confederation of Real Estate Developers’ Association of India president said