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  • Daily Voice | Nifty at 20,000 likely by December, if no escalation in China-Taiwan conflict, says Manish Sonthalia of Motilal Oswal AMC Aug 16, 2022 08:52 AM IST

    Daily Voice | Nifty at 20,000 likely by December, if no escalation in China-Taiwan conflict, says Manish Sonthalia of Motilal Oswal AMC

    The 6.5-7 percent is doable for FY23. FY24 growth will depend a lot on how recession or slower growth shapes up in US / developed world. A lot of probabilities out here.

  • Daily Voice | This investment strategy chief believes equities to stay rangebound till hope of Fed pivot turns real Aug 15, 2022 09:34 AM IST

    Daily Voice | This investment strategy chief believes equities to stay rangebound till hope of Fed pivot turns real

    The future trajectory of FII flow, to a large extent, depends on the inflation in US and in India. Higher interest rates in the US typically lead to flows moving to the world's largest economy, resulting in the strengthening of the US dollar at the cost of emerging markets like India.

  • Daily Voice | Kotak Mahindra Life focuses on banking, automobile, capital goods, stays cautious on IT, metals Aug 14, 2022 08:26 AM IST

    Daily Voice | Kotak Mahindra Life focuses on banking, automobile, capital goods, stays cautious on IT, metals

    Markets are trading at slight premium to long term averages on FY24 consensus earnings. Hence it should consolidate at current levels before resuming the uptrend.

  • Daily Voice | This CEO & Chief Investment Strategist believes market is significantly below its intrinsic values Aug 13, 2022 08:48 AM IST

    Daily Voice | This CEO & Chief Investment Strategist believes market is significantly below its intrinsic values

    Except for resource companies, i.e. producers of commodities and crude oil, most of the other sectors should report strong revenue and earnings growth over the next several years. Demand is likely to remain strong in the near to long-term for Indian companies.

  • A 5-7% rally by Diwali cannot be ruled out, says Germinate Investor founder Aug 12, 2022 11:51 AM IST

    A 5-7% rally by Diwali cannot be ruled out, says Germinate Investor founder

    One reason is that FIIs have stopped relentless selling and are now turning buyers, says Santosh Joseph. In fact, he says as time passes, more and more FIIs may come back and even the volumes and investments may increase.

  • Daily Voice | Banking sector looks to be in a sweet spot, valuations still mid-cycle, says Tata MF CIO Aug 11, 2022 10:53 AM IST

    Daily Voice | Banking sector looks to be in a sweet spot, valuations still mid-cycle, says Tata MF CIO

    Rahul Singh, chief investment officer-equities, Tata Mutual Fund expects the rupee to remain in the 79-80 per dollar range and take broader cues from movements in the dollar Index.

  • Daily Voice | This seasoned market analyst seeks tailwinds of foreign flows to drive market to record highs Aug 10, 2022 09:47 AM IST

    Daily Voice | This seasoned market analyst seeks tailwinds of foreign flows to drive market to record highs

    August has got off to a good start, but evidence is needed to show that this trend is more structural than cyclical

  • Daily Voice | Geopolitical conflicts and global economy slowdown and make India more attractive, says Right Horizons PMS founder Aug 09, 2022 07:21 AM IST

    Daily Voice | Geopolitical conflicts and global economy slowdown and make India more attractive, says Right Horizons PMS founder

    Right Horizons remains positive on sectors like banks, auto, infrastructure, capital goods, and pharma, where valuations and earnings continue to be reasonable.

  • Daily Voice | Markets yet to see effects of potential downgrades in growth forecasts, earnings cut, headline events, says Vaibhav Sanghavi of Avendus Aug 08, 2022 10:10 AM IST

    Daily Voice | Markets yet to see effects of potential downgrades in growth forecasts, earnings cut, headline events, says Vaibhav Sanghavi of Avendus

    Once global inflation cools off, there may be brisk inflows from FPIs, which may just be around the corner, Sanghavi said.

  • Daily Voice | This CIO thinks small-cap is set for a big leap to beat Nifty, but performance will be stock-specific Aug 07, 2022 07:44 AM IST

    Daily Voice | This CIO thinks small-cap is set for a big leap to beat Nifty, but performance will be stock-specific

    We believe a lot of companies in the small and mid-cap space are ready to outperform, given that they’ve completed or are close to completing their capacity expansions, are sitting on lean balance sheets, generating healthy cash flows and are trading at reasonable valuations post the correction.

  • IIFL Wealth remains bullish on BFSI segment, sees interesting opportunities in IT Aug 06, 2022 01:32 PM IST

    IIFL Wealth remains bullish on BFSI segment, sees interesting opportunities in IT

    The pharmaceuticals sector has witnessed a sharp correction and quality stocks in the sector are available at compelling valuations.

  • Daily Voice | 2H2022 could be more cheerful for market, says founder of Wright Research Aug 06, 2022 08:55 AM IST

    Daily Voice | 2H2022 could be more cheerful for market, says founder of Wright Research

    Markets work on expectations, and with commodity prices cooling off and global inflation contracting, equity investors are buying on the expectation of an economic recovery.

  • Daily Voice | This Credit Suisse wealth manager is constructive on 6 sectors with expectation of good festive season Aug 04, 2022 10:19 AM IST

    Daily Voice | This Credit Suisse wealth manager is constructive on 6 sectors with expectation of good festive season

    India is in a sweet spot and the equity market P/E premium versus peers should remain elevated given the marked improvement in macroeconomic fundamentals and significant improvement in corporate balance sheets

  • Daily Voice | This CIO stays cautious while taking positions in IT space as risks of earnings downgrade loom Aug 03, 2022 08:29 AM IST

    Daily Voice | This CIO stays cautious while taking positions in IT space as risks of earnings downgrade loom

    If the US inflation which is around 9 percent remains sticky even at a slightly lower level, it might be difficult for Fed not to take more rate hikes. Hence it is difficult to foresee any immediate change in Fed stance.

  • Daily Voice | This CIO says India may not see recession in 2-3 years and rupee will stabilise by then Aug 02, 2022 07:31 AM IST

    Daily Voice | This CIO says India may not see recession in 2-3 years and rupee will stabilise by then

    Corporate earnings are on expected lines and the consumer sector has demonstrated healthy trends, which is an indicator of a strong economy.

  • Daily Voice | This fund manager is bullish on low corporate, household leverage, robust banking sector for economic growth Aug 01, 2022 09:35 AM IST

    Daily Voice | This fund manager is bullish on low corporate, household leverage, robust banking sector for economic growth

    One should invest in companies that are competitively well positioned and stay disciplined on valuations.

  • Daily Voice | Not much scope for appreciation in IT stocks: Ladderup Wealth Management MD Jul 31, 2022 01:00 PM IST

    Daily Voice | Not much scope for appreciation in IT stocks: Ladderup Wealth Management MD

    Many economists are warning that the present aggressive style of interest rate hikes may be damaging and may push the economy towards recession. Whether that happens or not, slowdown is a reality.

  • Daily Voice | RBI may not be as aggressive as other global central banks with interest rate hikes, says Mirae Asset MF's Head of Research Jul 30, 2022 08:25 AM IST

    Daily Voice | RBI may not be as aggressive as other global central banks with interest rate hikes, says Mirae Asset MF's Head of Research

    While, one can never be certain on what market has priced in, but we believe market has factored in the peaking of inflation.

  • Daily Voice | This investment strategist bets on these four themes with strong potential Jul 29, 2022 08:20 AM IST

    Daily Voice | This investment strategist bets on these four themes with strong potential

    I think going forward, Federal Reserve's focus has to be on oil prices. If they also soften, policy stance could incrementally be less hawkish.

  • Daily Voice | This finance professional bullish on Indian markets, rules out major threat from US crisis Jul 28, 2022 08:09 AM IST

    Daily Voice | This finance professional bullish on Indian markets, rules out major threat from US crisis

    Year-to-date the market run-up is led by Power and Auto stocks and then FMCG stocks. FMCG stocks performed after a poor performance in the calendar year 2021. Given the long-term opportunities for the business in this sector, there is still plenty of reasons to invest in FMCG space.

  • Daily Voice | This equity advisor explains 3 factors for stock picking in high inflation and interest rate regime Jul 27, 2022 07:39 AM IST

    Daily Voice | This equity advisor explains 3 factors for stock picking in high inflation and interest rate regime

    Once you invest in fundamentally great companies and follow the two principles of discipline & patience, success is a matter of when & not whether….

  • Daily Voice | This investment banker lists five reasons why rupee won't move to 85 a dollar in short term Jul 26, 2022 08:00 AM IST

    Daily Voice | This investment banker lists five reasons why rupee won't move to 85 a dollar in short term

    "In the longer run, the rupee can climb to 85 against the US dollar given the natural course of depreciation. However, in the short term, a 5-6 percent movement is unlikely due to five reasons."

  • Daily Voice | This strategy head believes commodity prices, wary US corporates may push Fed to avert aggressive stand Jul 25, 2022 09:21 AM IST

    Daily Voice | This strategy head believes commodity prices, wary US corporates may push Fed to avert aggressive stand

    In terms of sectors, Sharekhan continues to prefer banks, engineering companies, real estate & allied sectors and select consumer companies.

  • Daily Voice | This Chief Investment Strategist feels that worst for INR is over, equity market looks bottomed out Jul 24, 2022 09:10 AM IST

    Daily Voice | This Chief Investment Strategist feels that worst for INR is over, equity market looks bottomed out

    If the Fed succeeds in engineering a soft landing of the US economy, the Indian IT segment will stage a smart bounce back. This will happen when the signals of a soft landing are visible.

  • Daily Voice | This CEO & Chief Investment Strategist sees significant equity market upside bias going forward Jul 23, 2022 09:22 AM IST

    Daily Voice | This CEO & Chief Investment Strategist sees significant equity market upside bias going forward

    "We think the Fed is likely to tone down its hawkish stance. Even though the headline inflation has come quite high at 9 percent, the crude and commodity prices trending downwards bode well," said Vikas V Gupta of OmniScience Capital

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