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    • Daily Voice: Nimesh Chandan bullish on earnings growth acceleration next year; double-digit profit growth seen in H2FY26

      Nimesh Chandan expects corporate profit growth to move closer to double-digit in the second half of FY26 and further accelerate into the mid-teens in FY27.

    • Daily Voice: Rishabh Nahar expects significant divergence in Q3 FY26 earnings season; markets look for delivery on priced-in expectations

      On the domestic side, the surprise for markets could be earnings related. Either earnings come in weaker-than-expected, or they surprise positively if demand and margins improve faster than anticipated, said Rishabh Nahar.

    • Daily Voice: Rohit Sarin expects financials, consumer discretionary sectors to drive equity markets in 2026

      Rohit Sarin's preference for 2026 is tilted toward large-cap stocks. This is primarily because large caps are currently more favourably valued relative to mid- and small-cap stocks.

    • Daily Voice: Sandeep Bagla flags earnings recovery as key 2026 challenge; sees gold, silver rally continuing on inflation risks

      Banks and financial services are relatively safer investment options for 2026 as the credit costs are low, monetary easing is underway and valuations are reasonable, said Sandeep Bagla.

    • Daily Voice: Avinash Agarwal explains why real estate sector can be a good contra bet for 2026

      Avinash Agarwal believes 2026 will be much better for the mid and small-cap segment given that the earnings growth is expected to improve and the full benefit of rate cuts, GST reforms, and other announcements will flow into the economy.

    • Daily Voice: Sanjay Chawla favours consumer discretionary, healthcare; earnings growth to improve in Q3 FY26

      IT and healthcare appear promising at this juncture which are both export-oriented, said Sanjay Chawla.

    • Daily Voice | Strong asset quality seen for banks, NBFCs in FY26; IT services a dark horse, AI risks to watch: Manish Gunwani

      With reasonably healthy current account and inflation, Manish Gunwani thinks bright chances of the rupee having a much better year ahead.

    • Daily Voice: Don’t expect RBI rate cuts before 1H 2026; double-digit earnings growth likely next year, says Raghvendra Nath

      With 125 bps of rate cuts, RBI shall use other tools in its arsenal to ensure transmission of lower rates, according to Raghvendra Nath.

    • Daily Voice | Earnings growth to strengthen into 2026; broader lift needs credit, capex: Anirudh Garg

      The probability of a 15–20 percent rally exists, but it is not a default. The more dependable strategy is to focus on breadth of earnings, balance-sheet strength, and valuation discipline rather than targeting a specific index number, said Anirudh Garg.

    • Daily Voice: Good time for investors to enter Indian equities, Sonal Minhas sees mid-teen returns for 2026

      Sonal Minhas believes that high quality banks/NBFCs with MSME, personal and corporate credit exposure should grow well from hereon.

    • Daily Voice: Despite volatility, India’s growth could surprise in Q3–Q4FY26, says Anil Rego

      While global risks and sector-specific challenges remain, the broader economy today is supported by stronger balance sheets, healthier financial system plumbing, and greater policy flexibility than in past cycles, said Anil Rego.

    • Daily Voice: 2026 should be exciting for Indian equities, earnings likely to rebound to double-digits in FY27, says Kotak's Nilesh Shah

      According to Nilesh Shah of Kotak Mahindra AMC, FII flows are likely to return in 2026 as global rate cycles ease, US growth softens, and doubts grow around overhyped AI trades elsewhere.

    • Daily Voice: BFSI to lead earnings growth next year as credit uptick likely to drive upgrades, says Poonam Tandon

      Poonam Tandon prefers sectors such as BFSI, select consumption names (discretionary) and commodities for next year.

    • Daily Voice: Himanshu Kohli favours financials, telecom, consumer discretionary for 2026; tariff deal timeline unclear

      Any positive development on the US trade deal could act as a catalyst to trigger a reversal in sentiment for Indian equity markets in 2026, said Himanshu Kohli.

    • Daily Voice: Lighthouse Canton’s Pradeep Gupta sees capex, consumption and credit growth moving in sync as markets head into 2026

      Pradeep Gupta of Lighthouse Canton expects the government to announce additional reforms in 2026 to keep the growth engine strong going forward.

    • Daily Voice | Market now a stock-picker’s game; avoid overweighting solar in 2026: Nikhil Khandelwal

      If earnings stabilise and domestic liquidity stays healthy, 2026 still has room to surprise on the upside for the market, said Nikhil Khandelwal.

    • Daily Voice | FIIs to return in 2026: Helios’ Dinshaw Irani sees domestic consumption sectors outperform

      Dinshaw Irani of Helios India does not like but loves the quick commerce space as this segment, given the under penetration, is expected to see exponential growth in the near future.

    • Daily Voice: Fed’s 2026 successor likely to stay dovish, push early rate cuts, says LGT’s Hofer

      The big wildcard for 2026 is whether the war in Europe can end, delivering a major peace dividend for markets, said Stefan Hofer.

    • Daily Voice: OmniScience Capital's Ashwini Shami sees strong growth in power, logistics, professional services in 2026

      With inflation below the lower end of the RBI’s target range, another rate cut in 2026 cannot be ruled out, said Ashwini Shami.

    • Daily Voice: Private banks may deserve higher valuations than PSUs, says UTI AMC’s Karthikraj Lakshmanan

      The trade deal with US has been anticipated by the markets for some time now since the additional tariffs in August 2025, said Karthikraj Lakshmanan.

    • Daily Voice: Abakkus fund manager sees high-growth momentum to persist for new-age companies

      Aman Chowhan feels it is unlikely that rupee will further weaken on its own against the dollar in 2026.

    • Daily Voice: Banking sector to lead markets in 2026, says Shailendra Kumar; sticks to underweight call on IT

      A key positive trigger for the Indian market is the expected improvement in earnings, supported by the fact that valuations for the Nifty 50 and several large-cap stocks are now at reasonable levels, said Shailendra Kumar.

    • Daily Voice: Liquidity won’t be an issue for money markets, low probability of further rate cuts by RBI, says Emkay Wealth's Joseph Thomas

      While Iow inflation opens up quite a bit of space for rate cuts, the extremely bullish growth numbers do not leave much room for soft policy, said Thomas

    • Daily Voice | Four ‘real economy’ sectors that can outlive the AI hype

      Key challenge for Indian equity market is global economic conditions and geo-political crisis, said Akhil Bhardwaj.

    • Daily Voice: ‘Santa rally quite likely,’ says Prabhakar Kudva as he bets on double-digit 2025 gains, sub-5% repo

      The most significant tailwind for 2026 is simply the mean reversion from the recent under-performance and under-ownership, said Prabhakar Kudva.

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