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Daily Voice

Daily Voice: FIIs won’t return till earnings catch valuations; budget capex jump unlikely, says Kotak Life CIO
Daily Voice: Sustaining high capex on hard infrastructure, digital systems, advanced manufacturing essential to drive 7-8% GDP growth, says Lighthouse's Prosenjit Ganguly
Daily Voice: Budget support likely for realty; small caps to rebound, says Pankaj Pandey
Daily Voice | Budget unlikely to offer big consumption sops; India to stay stable amid global shocks: Puneet Sharma
Daily Voice | Budget 2026 unlikely to be game-changing, but a key anchor for foreign capital: HDFC’s Varun Lohchab
Daily Voice: Focused push in Budget 2026 to fast-track PSU privatisation could be a game changer, says Entrust’s Karthik
Daily Voice | Two factors to drive equities this year; Budget focus on consumption, capex: Ashwini Shami
Daily Voice: Auto sector to be star performer this year; banks look fundamentally healthier than in the past 15 years, says Anil Rego
Daily Voice: Balancing consumption boost, fiscal consolidation, capex seen as core themes for Budget 2026, says Ambit's Trilok Agarwal
Daily Voice | Union Budget must pivot from recovery-led to productivity-led growth: Qode’s Gaurav Didwania
Daily Voice: Railways, defence capex likely to rise sharply in Budget 2026, says Spark’s Devang Mehta
Daily Voice: 25% tariff cut key to 12-15% equity upside; FY27 Budget to back capital-intensive sectors, says LGT’s Chakri Lokapriya
Daily Voice | Budget 2026 to focus on capex continuity, jobs, human capital and fiscal credibility: Pradeep Gupta, Anand Rathi
Daily Voice | Tariff shock nearing peak, not a long cycle; Budget must prioritise foreign capital: Divam Sharma
Daily Voice: Carnelian’s Manoj Bahety sees IT, auto, BFSI as attractive contra plays on valuation comfort
Daily Voice: Budget 2026 to prioritise strengthening domestic manufacturing, boost export competitiveness, says Quest’s Rakesh Vyas
Daily Voice | Vikas Gupta sees stronger earnings recovery each quarter; banking, finance may surprise
Daily Voice | Axis MF’s Ashish Gupta sees 15-16% FY27 earnings growth; flags dark horse sector, 4 themes for 2026
Daily Voice: Froth builds up in precious metals valuations; time to book some profits, says Equirus Family Office CIO
Daily Voice: Shailendra Kumar expects Q3FY26 earnings season to be strongest in two years; sees 15–20% Nifty rally in 2026
Daily Voice: Another 10% rally in 2026? PL Asset’s Siddharth Vora sees earnings, liquidity lining up
Daily Voice: This CEO sees portfolio opportunities in financial services, automobiles, and healthcare for 2026
Daily Voice: DSP MF’s Vinit Sambre suggests top investment themes for 2026, avoids fresh aggressive allocations to gold and silver amid expensive valuations
Daily Voice: Why India risks losing global capital in 2026 even as emerging markets boom
Daily Voice: AI hype, fragile US growth, FII caution, and why metals may still shine in 2026

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Daily Voice

Daily Voice: FIIs won’t return till earnings catch valuations; budget capex jump unlikely, says Kotak Life CIO

Daily Voice: Sustaining high capex on hard infrastructure, digital systems, advanced manufacturing essential to drive 7-8% GDP growth, says Lighthouse's Prosenjit Ganguly

Daily Voice: Budget support likely for realty; small caps to rebound, says Pankaj Pandey

Daily Voice | Budget unlikely to offer big consumption sops; India to stay stable amid global shocks: Puneet Sharma

Daily Voice | Budget 2026 unlikely to be game-changing, but a key anchor for foreign capital: HDFC’s Varun Lohchab

Daily Voice: Focused push in Budget 2026 to fast-track PSU privatisation could be a game changer, says Entrust’s Karthik

Daily Voice | Two factors to drive equities this year; Budget focus on consumption, capex: Ashwini Shami

Daily Voice: Auto sector to be star performer this year; banks look fundamentally healthier than in the past 15 years, says Anil Rego

Daily Voice: Balancing consumption boost, fiscal consolidation, capex seen as core themes for Budget 2026, says Ambit's Trilok Agarwal

Daily Voice | Union Budget must pivot from recovery-led to productivity-led growth: Qode’s Gaurav Didwania

Daily Voice: Railways, defence capex likely to rise sharply in Budget 2026, says Spark’s Devang Mehta

Daily Voice: 25% tariff cut key to 12-15% equity upside; FY27 Budget to back capital-intensive sectors, says LGT’s Chakri Lokapriya

Daily Voice | Budget 2026 to focus on capex continuity, jobs, human capital and fiscal credibility: Pradeep Gupta, Anand Rathi

Daily Voice | Tariff shock nearing peak, not a long cycle; Budget must prioritise foreign capital: Divam Sharma

Daily Voice: Carnelian’s Manoj Bahety sees IT, auto, BFSI as attractive contra plays on valuation comfort

Daily Voice: Budget 2026 to prioritise strengthening domestic manufacturing, boost export competitiveness, says Quest’s Rakesh Vyas

Daily Voice | Vikas Gupta sees stronger earnings recovery each quarter; banking, finance may surprise

Daily Voice | Axis MF’s Ashish Gupta sees 15-16% FY27 earnings growth; flags dark horse sector, 4 themes for 2026

Daily Voice: Froth builds up in precious metals valuations; time to book some profits, says Equirus Family Office CIO

Daily Voice: Shailendra Kumar expects Q3FY26 earnings season to be strongest in two years; sees 15–20% Nifty rally in 2026

Daily Voice: Another 10% rally in 2026? PL Asset’s Siddharth Vora sees earnings, liquidity lining up

Daily Voice: This CEO sees portfolio opportunities in financial services, automobiles, and healthcare for 2026

Daily Voice: DSP MF’s Vinit Sambre suggests top investment themes for 2026, avoids fresh aggressive allocations to gold and silver amid expensive valuations

Daily Voice: Why India risks losing global capital in 2026 even as emerging markets boom

Daily Voice: AI hype, fragile US growth, FII caution, and why metals may still shine in 2026