Interview

Chartist Talks: Rahul Ghose believes Nifty unlikely to surpass record high soon, recommends tracking IT index

The possibility of record high in Nifty Midcap and Smallcap 100 indices would be only when the broader market stabilizes in the next 3 to 5 months, said Rahul Ghose.

Chartist Talks: Sudeep Shah of SBI Securities urges caution, reveals top stock ideas for the coming week

Traders are advised to adopt a wait-and-watch approach in the next couple of sessions until a clear breakout or breakdown confirms the next leg of the move, said Sudeep Shah.

Daily Voice: Nifty at 28,000 by year-end? This founder backs India as global tensions, FPI flows align in its favour

Abhishek Banerjee of LotusDew believes lot of macro factors are favouring markets. Geopolitical tensions won’t ease anytime soon which makes India all the more attractive.

Daily Voice: IT has margin of safety, but markets face 3 big risks, says this CIO

According to Emkay's Manish Sonthalia, there is enough margin of safety in IT companies valuation if one thinks slightly for medium term.

Daily Voice: Indian macros are quite strong, relatively shielded from global shocks, says this fund manager

Indian macros are quite strong. It is also the least vulnerable to US tariffs, said Rajesh Bhatia of ITI Mutual Fund.

Daily Voice: Don't avoid defence, discretionary consumption outlook constructive, says GoalFi's Robin Arya

With Rs 80,000 crore to Rs 1.5 lakh crore in large-scale orders across submarines, missiles, and combat systems, the defence sector is positioned to outperform, said GoalFi's Robin Arya.

Daily Voice: India ‘highly likely to hit record highs’, says fund manager on why it outshines emerging peers

Indian equity markets are highly likely to reach new record highs in the coming months, said Green Portfolio's Divam Sharma.

Daily Voice: Real estate stocks unlikely to be good investment picks, says OmniScience's Vikas Gupta

Valuations wise, the banks and housing finance companies are positioned attractively, said Vikas Gupta of OmniScience Capital.

Daily Voice: India equities favourably priced, earnings upgrade cycle to start in next one or two quarters, says LGT's Stefan Hofer

Stefan Hofer of LGT Private Bank believes corporate India balance sheets are strong, India's fiscal deficits are improving at 4.2% to 4.4%, and Banks balance sheet are strong, with low levels of NPA.

Chartist Talks: Dharmesh Shah expects Nifty 50 to hold 24,500 this week, Bank Nifty to head toward 58,000 in coming months

Rate sensitive sectors like banking, NBFC, realty, auto, and capital goods would be in focus, going ahead, said Dharmesh Shah of ICICI Securities.

MC Interview: This fund advisor likes consumer discretionary as easing of interest rates along with Budget tax cut create favourable space for sector

According to Ankita Pathak of Ionic Asset, the only risk from economic growth is from the global trade dynamics.

Chartist Talks: SBI Securities' Sudeep Shah still sees nearly 4% upside in Bank Nifty, bullish on these 4 stocks

Technically, all the moving averages and momentum-based indicators suggest strong bullish momentum in the Bank Nifty index. The daily RSI is quoting at 67.45, and it is in rising trajectory, which suggests strong bullish momentum.

Daily Voice: Narnolia's Shailendra Kumar remains cautious about significant upside in market as valuations in SMID segments haven't fully corrected

Shailendra Kumar of Narnolia Financial Services remains cautious on consumer staples and export-oriented goods and services sectors, though he is actively seeking out exceptions.

Daily Voice: With relatively strong macro fundamentals and flows, Waterfield's Vivek Rajaraman doesn't see too much downside in market if any

The market is now fairly valued from both a price to earnings and price to book basis, said Waterfield's Vivek Rajaraman.

Daily Voice: Avendus' Saurabh Rungta remains bullish on Indian equities despite global tariff-led headwinds

While tensions like the US-China trade spat may trigger short-term volatility, India's growth story is largely powered by domestic factors and is structurally resilient, said Avendus Wealth Management' Saurabh Rungta.

Daily Voice: Alchemy's Alok Agarwal cautiously optimistic about June quarter and FY26 results

According to Alok Agarwal of Alchemy Capital Management, the management commentaries from multiple sectors signal confidence about earnings growth ahead.

Daily Voice: Nifty could hit record high in H2 2025; US Dollar Index likely to weaken, says this fund manager

On the upcoming RBI policy meeting later this week, Sonam Srivastava of Wright Research PMS believes June’s meeting is a strong candidate for the next cut, and if inflation remains anchored, a follow-up cut before year-end is likely.

India is using only 20% of its 20 GW annual wind turbine manufacturing capacity: Suzlon Group CEO

At the current pace, I believe we will be able to reach 85-90 GW against the 100 GW target by 2030, which would also be a decent achievement, said JP Chalasani, CEO, Suzlon Group.

Bird Group’s Roseate Hotels plans acquisitions in France, Italy and Dubai; expands India presence

The move comes close on the heels of its recent acquisition of Beechfield House, Wiltshire, in the UK. Dubai, Mumbai, Goa and Bengaluru among potential destinations.

Daily Voice: Risk of significant earnings downgrades appears limited now, 10–11% growth looks realistic for FY26, says Tata AMC's fund manager

Amey Sathe believes FII investors are constructive on India macros but that might not yet be reflecting on their India investment positions. They are most likely waiting for some confirmation of a sustainable economic recovery from high frequency macro data and earnings to increase their investments.

Daily Voice: India still a top FII bet as Dollar cools; RBI may cut rates, says this fund manager

Healthcare remains a key focus area given the long-term demand drivers and innovation in the sector, said Anirudh Garg of Invasset PMS.

Chartist Talks: June breakout on the cards? Sudeep Shah bets on these 2 stocks for next week

In terms of key levels, the zone of 25,050–25,100 will act as an immediate resistance for Nifty 50. A sustained move above 25,100 could open the gates for a sharp rally towards 25,500, followed by 25,700 in the short term, said Sudeep Shah of SBI Securities.

Daily Voice: 5 sectors poised to boost FY26 earnings growth, according to this portfolio manager

Inbound FII flows, low inflation numbers, interest rate cuts, and a good monsoon are some of the positives that could help sustain the rally in the coming months, said Ashwini Shami of OmniScience Capital.

Daily Voice: These 4 key triggers could drive a significant move in Indian equities in coming months, says Right Horizons' Anil Rego

The United States appears more inclined to maintain the baseline 10 percent tariff rather than pursue a broader reciprocal tariff policy, as the former offers a more predictable and administratively manageable approach, said Anil Rego.