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  • Daily Voice | This CIO underscores 3 factors equity investors will focus on in Budget 2023 Jan 27, 2023 09:42 AM IST

    Daily Voice | This CIO underscores 3 factors equity investors will focus on in Budget 2023

    Fiscal consolidation, policy reforms and higher capital expenditure to support growth are likely to be high on the finance minister’s agenda, says the Chief Investment Officer-Equities.

  • Daily Voice | Equity investors to focus on these 3 factors in Budget 2023, says Trideep Bhattacharya of Edelweiss Asset Management Jan 26, 2023 09:59 AM IST

    Daily Voice | Equity investors to focus on these 3 factors in Budget 2023, says Trideep Bhattacharya of Edelweiss Asset Management

    Fiscal consolidation, policy reforms and higher capital expenditure to support growth are likely to be high on the finance minister’s agenda, says the Chief Investment Officer-Equities.

  • Daily Voice | FM likely to focus on these 5 key policy measures in Budget 2023, says this market strategist Jan 25, 2023 09:38 AM IST

    Daily Voice | FM likely to focus on these 5 key policy measures in Budget 2023, says this market strategist

    The government may increase allocations for capital expenditure, production-linked incentive schemes and MNGREGA while providing tax relief to the middle class, says Gaurav Dua of Sharekhan by BNP Paribas.

  • Budget 2023 Expectations: Daily Voice: Ahead of Budget 2023, fiscal consolidation and nature of government expenditure under the spotlight Jan 24, 2023 09:24 AM IST

    Budget 2023 Expectations: Daily Voice: Ahead of Budget 2023, fiscal consolidation and nature of government expenditure under the spotlight

    Budget 2023 Expectations: Achieving the balance between fiscal prudence and supporting long-term growth and investments in the economy should be the priority of the Finance Minister, said Tejas.

  • Daily Voice: Budget 2023 may provide income tax relief to middle class Jan 23, 2023 09:25 AM IST

    Daily Voice: Budget 2023 may provide income tax relief to middle class

    Budget 2023: Since salaried employees are an important source of revenue and this is the last budget before elections, the finance minister may provide relief to the middle-class, feels Anil Rego of Right Horizons.

  • Daily Voice | Two announcements in Budget can foster long-term optimism on D-Street, says this investment strategist Jan 22, 2023 10:05 AM IST

    Daily Voice | Two announcements in Budget can foster long-term optimism on D-Street, says this investment strategist

    Indian manufacturing exports are likely to grow at a fast pace over the next 3-5 years and beyond.

  • Daily Voice | Budget 2023 will be a market event only if there is change in capital gains tax, says this CIO Jan 21, 2023 10:54 AM IST

    Daily Voice | Budget 2023 will be a market event only if there is change in capital gains tax, says this CIO

    Research & Ranking’s Chief Investment Officer Jaspreet Singh Arora expects the Union Budget to announce measures to boost rural demand and thinks road, rail and defence sectors will benefit from the government's spending push

  • Daily Voice | This investment expert feels Budget 2023 could be a blockbuster Jan 20, 2023 09:24 AM IST

    Daily Voice | This investment expert feels Budget 2023 could be a blockbuster

    Indian markets will continue to outperform the global market going forward. Therefore, this is the ideal time to act aggressively rather than waiting for a correction.

  • Daily Voice: Don't expect dramatic changes in market after Budget 2023, says this expert Jan 19, 2023 08:10 AM IST

    Daily Voice: Don't expect dramatic changes in market after Budget 2023, says this expert

    "The impact of the budget has weakened over the years. There may be some short-term effects from CGT changes, but we do not expect any significant change in the trajectory of the markets after the budget," said Seshadri Sen of Alchemy Capital Management,

  • Daily Voice | Public capex, infra, rural spending to dominate Budget 2023, says this CIO Jan 18, 2023 09:17 AM IST

    Daily Voice | Public capex, infra, rural spending to dominate Budget 2023, says this CIO

    Investors will have to build a case for another year of modest returns and take advantage of days with high volatility to build a long-term portfolio.

  • Daily Voice | This investment advisor expects manufacturing push, supply chain recast to be priority in Budget 2023 Jan 17, 2023 08:08 AM IST

    Daily Voice | This investment advisor expects manufacturing push, supply chain recast to be priority in Budget 2023

    The Union Budget FY24 is likely to be on similar lines like the previous budgets of this government where there will be a focus on capital expenditure. The market will also expect the government to provide clarity on the fiscal consolidation path.

  • Daily Voice | Budget 2023 should focus on 3 priority areas, says Venugopal Manghat of HSBC MF Jan 16, 2023 12:03 PM IST

    Daily Voice | Budget 2023 should focus on 3 priority areas, says Venugopal Manghat of HSBC MF

    For the Mutual Fund house, fiscal consolidation is an important theme for Budget 2023. It, however, expects limited change in direct taxes in the Union Budget.

  • Daily Voice | Ahead of Budget 2023, this investment advisor spots 6 sectors that government may focus on Jan 15, 2023 10:49 AM IST

    Daily Voice | Ahead of Budget 2023, this investment advisor spots 6 sectors that government may focus on

    Budget 2023 is likely to focus on capital expenditure as a growth driver and give an impetus to manufacturing while continuing with the post-pandemic fiscal consolidation.

  • Daily Voice: This investment manager expects Budget 2023 to be a regular pre-election finance bill Jan 14, 2023 11:36 AM IST

    Daily Voice: This investment manager expects Budget 2023 to be a regular pre-election finance bill

    "We expect this to be a regular pre-election budget where the focus will be on manufacturing and spending for the masses. The capex and growth narrative underlined in the previous budget will roll over the ink towards this budget," said Divam Sharma of Green Portfolio

  • Daily Voice | Budget should look at revival in consumption, credit growth and sops for some sectors, says this investment strategist Jan 13, 2023 10:56 AM IST

    Daily Voice | Budget should look at revival in consumption, credit growth and sops for some sectors, says this investment strategist

    Clearly, the focus for budget 2023 will be to stimulate and give the economy a push, considering what we have been through since the last budget in 2022.

  • Daily Voice | Rupen Rajguru of Julius Baer India lines up four themes for the year of 'cooling down' Jan 12, 2023 09:28 AM IST

    Daily Voice | Rupen Rajguru of Julius Baer India lines up four themes for the year of 'cooling down'

    Being the last major budget before the central elections in 2024, the Government might prefer to increase spends on rural infrastructure which could have a multiplier effect on the economy.

  • Daily Voice | Rural India sees better growth trend in next few months given favourable harvests & prices: Sahil Kapoor of DSP MF Jan 11, 2023 08:35 AM IST

    Daily Voice | Rural India sees better growth trend in next few months given favourable harvests & prices: Sahil Kapoor of DSP MF

    Q3FY23 is likely to be flat with many firms still passing on the input price rise from earlier quarters. Over the next two quarters, corporate margins may bottom out and see improvement which could support earnings.

  • Daily Voice | Time to start accumulating IT stocks will be after Q4FY23 results, says Naveen Kulkarni of Axis Securities PMS Jan 10, 2023 08:39 AM IST

    Daily Voice | Time to start accumulating IT stocks will be after Q4FY23 results, says Naveen Kulkarni of Axis Securities PMS

    Banking is in a sweet spot with good credit growth and lower NPAs (non-performing assets). Thus, with some challenges that will appear in the second half of the year, banking will continue to remain in a sweet spot.

  • Daily Voice | Rerating of equities may be over for now, market may see time correction, says this CIO Jan 09, 2023 08:08 AM IST

    Daily Voice | Rerating of equities may be over for now, market may see time correction, says this CIO

    Railway capex will continue to be a big theme for the foreseeable future, as there has been several years of under investment.

  • Daily Voice | Companies with a domestic focus would outperform this earnings season, says the CIO of Quest Investment Advisors Jan 08, 2023 06:11 PM IST

    Daily Voice | Companies with a domestic focus would outperform this earnings season, says the CIO of Quest Investment Advisors

    A value investor, Aniruddha Sarkar does not believe in index-hugging when it comes to sectoral allocations, and sees promise in the consumer and banking sectors.

  • Daily Voice | This CIO is bullish on these 3 sectors in 2023 and has contrarian positive view on metals Jan 07, 2023 10:33 AM IST

    Daily Voice | This CIO is bullish on these 3 sectors in 2023 and has contrarian positive view on metals

    IT & Pharma both the export-oriented sectors are likely to provide good investment opportunity in second half of 2023.

  • Daily Voice | India is on robust recovery with consumption, capex and credit growth driving profitability: Devang Mehta of Centrum Wealth Jan 06, 2023 09:25 AM IST

    Daily Voice | India is on robust recovery with consumption, capex and credit growth driving profitability: Devang Mehta of Centrum Wealth

    Sentiment, liquidity & fundamentals together will ensure India outperform at least some global peers if not all.

  • Daily Voice | This CIO says India is relatively better positioned than peers, outperformance can continue Jan 05, 2023 11:46 AM IST

    Daily Voice | This CIO says India is relatively better positioned than peers, outperformance can continue

    The Indian economy is relatively better placed than peers and advanced economies. In the near term, returns maybe moderate in India due to relatively higher valuations, global growth slowdown (or even recession) and some domestic slowdown as well.

  • Daily Voice | This strategist is constructive on banks over medium term, but cautious on IT space Jan 04, 2023 07:58 AM IST

    Daily Voice | This strategist is constructive on banks over medium term, but cautious on IT space

    As deposit rates fully reflect the rise in yields, UBS Securities India expects households to further move away from risky equities into fixed deposits.

  • Daily Voice | With lower growth expectations, this fund manager sees earnings cut over 2-3 quarters Jan 03, 2023 09:27 AM IST

    Daily Voice | With lower growth expectations, this fund manager sees earnings cut over 2-3 quarters

    Madanagopal Ramu of Sundaram Alternate Assets expects indices to be under pressure in H1 2023, but expects a recovery in H2.