Daily Voice: Meaningful wave of earnings upgrades still distant, but worst of downgrades likely over, says Samco CIO
As the Q1 FY26 earnings season begins, several sectors are expected to contribute to earnings growth, supported by a combination of policy momentum and improving demand trends, said Umeshkumar Mehta of Samco Mutual Fund.
Daily Voice: Economic revival to power small-cap outperformance, says Bajaj Finserv AMC's Nimesh Chandan
Daily Voice: Small cap earnings set to outpace large caps amid economic recovery, says Bajaj Finserv AMC's Nimesh Chandan
Chartist Talks: After Jane Street manipulation allegations, Hedged's Rahul Ghose outlines 4 measures SEBI may soon consider
SEBI’s recent actions and public statements indicate a clear intent to prioritise market stability and investor protection, even if it means imposing stricter controls on sophisticated market participants, said Hedged's Rahul Ghose.
Daily Voice: Focus on companies with domestic strength amid global trade risks, says Enam’s Jiten Doshi
India’s structural growth story remains robust, but a broad-based market re-rating from current levels appears less likely, says Enam AMC’s Jiten Doshi.
Daily Voice: Q1 crucial for upgrading FY26 earnings growth projection of 12–13%: Narnolia’s Shailendra Kumar
Banks and insurance companies provide better valuation comfort for new investments at current levels, said Narnolia’s Shailendra Kumar.
Daily Voice: Mixed trend in Q1 provisional numbers - This CIO highlights weak urban consumption, strong rural and semi-urban growth
In Q1FY26, BFSI companies are reflecting growth in line with expectation with improved business momentum in MFI and NBFCs, Arpit Agrawal of Electrum Portfolio Managers said.
Chartist Talks: Sudeep Shah of SBI Securities explains why he is bullish on these 6 stocks but flags Glenmark Pharma as overbought
Glenmark is in an extreme overbought zone as per RSI range shift rules. Hence, Sudeep Shah of SBI Securities believes it is likely to slide into the period of consolidation for the short term.
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.
