Interview

Daily Voice: RBI may lower inflation forecast in June policy; FY26 growth upside limited, says this investment officer

Bond yields present a bigger challenge to global & Indian markets. Bond yields should have been falling in the face of slowing growth, but they are firm. There is a rollover challenge for US debt, said P Krishnan of Spark Asia Impact Managers.

Daily Voice | Expect a Q1 rebound: This fund manager sees slower downgrades, room for RBI rate cuts

We are positive - M&M Financial Service - that the index will give double-digit returns. However, there are riders around uncertainties of geo politics which could delay the gratification.

Resonia betting big on power transmission, to invest Rs 1 lakh crore by FY32: Chairperson Pratik Agarwal

Sterlite Electric expects a turnover of about Rs 6,500 crore in FY26 and plans to double in the next three to four years by expanding into high-end cable manufacturing, Agarwal has said

Daily Voice: Markets yet to recognise expected positive surprises in earnings growth, says Carnelian's Vikas Khemani

As the uncertainly over Fed rates reduce, India will receive huge flow, said Vikas Khemani of Carnelian Asset Management & Advisors.

Daily Voice: Nimesh Chandan of Bajaj Finserv AMC bullish on consumption sectors for next 5 to 10 years, optimistic about BFSI

In the consumption, Nimesh Chandan is optimistic about everything from daily necessities and food delivery to real estate.

Daily Voice: Lotusdew's Prachi Deuskar expects equities to outperform other asset classes in FY26 though tariff-led uncertainties remain

An overall positive earnings season, coupled with strong macro fundamentals, sets a solid foundation for equities for FY26.

Daily Voice: Worst of earnings downgrade cycle already behind, overweight on mid-smallcaps with 55% weightage in portfolio, says Quest's Aniruddha Sarkar

Investors should focus on quality of earnings and not get carried away. Bottom-up stock picking will become key differentiator in the market over the next one year, said Aniruddha Sarkar of Quest Investment Advisors.

Chartist Talks: Sudeep Shah sees breakout in Bank Nifty, northward journey in Nifty 50; bets on these 2 stocks for next week

In terms of key levels, the zone of 24,950–25,000 will act as an immediate resistance for Nifty 50. A decisive close above 25,000 could unlock further upside towards 25,300 and eventually 25,500 in the short term, said Sudeep Shah.

MC Interview: HDFC AMC's Srinivasan Ramamurthy flags global risks, says stock selection key for creating alphas

While valuations have seen some moderation across the broader market, most sectors continue to screen to be reasonably to expensively valued, said HDFC AMC's Srinivasan Ramamurthy.

Daily Voice: Nilesh Shah flags high mid-small cap valuations, sees 11–13% FY26 earnings growth

Nilesh Shah of Kotak Mahindra AMC expects gradual improvement in earnings over the next few quarters for corporate India.

Daily Voice: Economic growth recovery in 2HFY26 expected to be moderate rather than robust, says Waterfield's Vipul Bhowar

The investment case for private banks over the next three to four years is highly bullish, said Vipul Bhowar of Waterfield Advisors.

Daily Voice: Global geopolitical and trade tensions have eased, but risks persist, says Puneet Sharma of Whitespace Alpha

Market valuations are no longer on the cheap side, and several indicators suggest that optimism is already priced in, said Puneet Sharma of Whitespace Alpha.

Daily Voice: This CIO anticipates positive trajectory for earnings growth in FY26 driven by increased consumer demand, technological adoption, infrastructure development

Sectors like manufacturing, renewable energy, and digital services are expected to lead earnings growth in FY26, said Vaibhav Agrawal of MOAMC

Daily Voice: Possible US-India deal along with FTAs with UK, Switzerland and UAE to bring meaningful change in India’s trading landscape, says Marcellus' Saurabh Mukherjea

The US-India Free Trade Agreement that is currently being negotiated is likely to be a big deal, said Marcellus' Saurabh Mukherjea.

Daily Voice: Equitree's Pawan Bharaddia sees significant supply chain diversification by large global companies with India emerging as key beneficiary

Most defence companies are trading at significantly high valuations ranging from 50x to 100x+ PE multiples which makes it extremely challenging from long term wealth creation perspective, said Pawan Bharaddia of Equitree Capital.

Chartist Talks: SBI Securities' Sudeep Shah bullish on these 6 stocks, but recommends avoiding fresh position in defence sector

From a technical standpoint, the current chart structure suggests that the bullish momentum is likely to extend into the coming week, said Sudeep Shah of SBI Securities who expects the Nifty to move toward 25,300 in the short term, with the potential to stretch further toward 25,600.

Daily Voice: India’s GDP on fast track; market may hit new high as global uncertainty eases: Vikas Gupta

CDMO market in pharma sector is a great opportunity for India to establish its supremacy in one more highly scientific and technical area of expertise. The market is growing at a fast pace of around 15+ percent CAGR. This is a very exciting growth vector, said Vikas Gupta of Omniscience Capital.

Chartist Talks: ICICI Securities' Dharmesh Shah expects Nifty to clock a fresh all-time high in coming quarter

Dharmesh Shah of ICICI Secuities believes the Bank Nifty is undergoing healthy consolidation that would set the stage for next leg of up move towards 57,000 in coming months.

Daily Voice: India’s economic outlook turning more positive, further 50 bps rate cut likely by RBI this year, says Chanchal Agarwal of Equirus Credence Family

Trade tensions remain unresolved despite a temporary truce, and KPMG’s chief economist Diane Swonk warns that a “stop-go” policy approach could prolong supply chain disruptions and lead to further missteps.

Tata Power open to investing in thermal power again, says CEO Praveer Sinha

Tata AutoComp Systems will manufacture batteries and provide them to Tata Power, which will execute all renewable energy power projects with battery energy storage systems, Tata Power CEO and MD Praveer Sinha told Moneycontrol.

Daily Voice: Export oriented companies can be dark horse as valuations moderated given uncertainties, says Equirus Asset's Sahil Shah

Sahil Shah of Equirus Asset Management does not foresee significant earnings downgrades for Q1FY26, particularly for domestic-facing sectors.

Daily Voice: Defence a multi-year play with potential for outsized returns, says Trust MF's Sandeep Bagla

Sandeep Bagla of Trust Mutual Fun sexpects the growth to pick up, specially in the second half of the financial year. India should grow at a rapid clip, a tad above 6% this year.

Chart Check: Nifty may attempt to test new highs, rotate money into laggards, says Rahul Ghose of Hedged

This is also a good time to rotate capital into laggards with improving structures, rather than stocks that have already doubled or tripled in the recent run-up, said Rahul Ghose of Hedged.

Daily Voice: FIIs likely to continue investing in Indian equities in near term, though global uncertainties remain, says Right Horizons' Anil Rego

The earnings season so far can be characterized as mixed but not disappointing, and it does provide encouraging signals for healthy growth in FY26, said Anil Rego of Right Horizons.