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.
Daily Voice: Anil Rego expects selective GST cuts in sectors hit by tariff impact in August
Anil Rego expects Nifty to consolidate in 23,500-25,000 range before breaking out post-festive season, driven by domestic consumption recovery and potential policy clarity.
Chartist Talk: Apollo Hospitals still a strong pick, Paytm showing signs of fatigue, says JM Financial's Rahul Sharma
FII futures positioning still shows a heavy concentration of shorts around. Until this data turns more constructive or prices start to form a consistent pattern of higher highs and higher lows, the Nifty 50 is likely to remain anchored near the lower end of the Bollinger Bands, Rahul Sharma of JM Financial said.
Daily Voice: Take positions in OMCs now, says Shriram Life CIO; warns of soft Q2 results
Looking at the valuations currently, the power utility stocks are fully valued, said Ajit Banerjee of Shriram Life Insurance.
Daily Voice: Narnolia’s Shailendra Kumar still expects 5% market correction amid tariff concerns, sees FY26 GDP growth near 6%
Ongoing tariff uncertainties and a slowdown in earnings growth are likely to keep the Nifty index in a sideways correction phase for the next six months, said Narnolia’s Shailendra Kumar.
Daily Voice: Despite steep tariffs, OmniScience’s Vikas Gupta sees strong earnings recovery in 2HFY26
It is quite likely that a year from now the tariffs should be much lower, said Vikas Gupta of OmniScience Capital.
After Kandla, L&T to build 1.8 million tonne green ammonia facility at Paradip port
L&T Energy Greentech plans to invest nearly Rs 80,000 crore to build its mega green hydrogen and green ammonia plants at Kandla and Paradip ports. It will soon tap the export market, starting with the Middle East, for its Made-In-India electrolysers, CEO Derek M Shah told Moneycontrol.
Chartist Talk: Nifty needs to break above 24,640 to trap late short sellers for short covering rally to 24,800; buy these 2 stocks, says Ashish Kyal
Short term indicators are showing positive divergence suggesting lack of downside momentum but positive price action awaited in the Nifty 50, said Ashish Kyal of Waves Strategy Advisors.
Daily Voice: Post tariffs, IIFL's R Venkataraman expects further monetary policy easing, reforms
R Venkataraman of IIFL Capital feels that deceleration in earnings growth will be a continuing trend at least for the second quarter of FY26 before things show signs of troughing out.
Daily Voice: Uncertainties mount after 50% tariff; near-term turbulence likely for India, says Trust MF’s Sandeep Bagla
While the longer term prospects of the domestic facing economy are well supported, it would be prudent to be prepared for some volatility in the near term, after Trump tariffs, said Sandeep Bagla of TRUST Mutual Fund.
