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  • Daily Voice | Rate cycle to peak in early 2023, banks to see greater investor interest, says Baroda BNP Paribas MF CEO Suresh Soni Dec 06, 2022 09:06 AM IST

    Daily Voice | Rate cycle to peak in early 2023, banks to see greater investor interest, says Baroda BNP Paribas MF CEO Suresh Soni

    Soni says Indian equity is one of the best asset classes for long-term wealth creation. Equity, however, by nature, is volatile in the short term and to create wealth, one needs to stay invested through market cycles

  • Daily Voice | Strong case for RBI to take a pause after December policy meeting, says Chirag Mehta of Quantum AMC Dec 05, 2022 08:41 AM IST

    Daily Voice | Strong case for RBI to take a pause after December policy meeting, says Chirag Mehta of Quantum AMC

    From a valuation standpoint, sectors like financials, consumer discretionary like autos, and technology offer pockets of value, says Mehta

  • MC Interview | 19,000 on Nifty looks possible this week, but sustenance above same could be challenging, says the technical chartist Dec 05, 2022 08:35 AM IST

    MC Interview | 19,000 on Nifty looks possible this week, but sustenance above same could be challenging, says the technical chartist

    Nifty 200 & Nifty 500 indices are yet to register a firm close above their respective October 2021 life high zones, Sacchitanand Uttekar of Tradebulls Securities says.

  • Daily Voice | This portfolio manager suggests three sectors for 2023, expects Nifty at 20,400 by next December Dec 04, 2022 08:16 AM IST

    Daily Voice | This portfolio manager suggests three sectors for 2023, expects Nifty at 20,400 by next December

    Nishit Master believes Indian markets will continue to do well in 2023 as India remains the fastest-growing major economy of the world in an environment where growth is slowing everywhere else, including in the US, Europe, and China.

  • Daily Voice | RBI to go for 25-30 bps hike, market has already priced in expected terminal rate, says Sushant Bhansali of Ambit Dec 03, 2022 08:35 AM IST

    Daily Voice | RBI to go for 25-30 bps hike, market has already priced in expected terminal rate, says Sushant Bhansali of Ambit

    Ambit Asset Management is keenly evaluating sectors such as software, pharma and select discretionary where value is emerging. says Bhansali

  • Daily Voice | This chief investment officer likes banks as over 15% credit growth for FY24 looks sustainable Dec 02, 2022 10:34 AM IST

    Daily Voice | This chief investment officer likes banks as over 15% credit growth for FY24 looks sustainable

    Piyush Garg of ICICI Securities is bullish on the telecom space but cautious about mid-sized and product-based IT companies.

  • Foreign investors to support Indian stocks in 2023, says Motilal Oswal AMC's Manish Sonthalia Dec 02, 2022 09:07 AM IST

    Foreign investors to support Indian stocks in 2023, says Motilal Oswal AMC's Manish Sonthalia

    Manish Sonthalia believes the bull run in Indian equities will continue moving forward and market performance will get stronger moving forward.

  • Daily Voice | Private banks, healthcare, telecom may outperform in 2023, says Manishi Raychaudhuri of BNP Paribas Securities Dec 01, 2022 12:32 PM IST

    Daily Voice | Private banks, healthcare, telecom may outperform in 2023, says Manishi Raychaudhuri of BNP Paribas Securities

    A developed market recession could negatively impact the revenues of India's services sector, where the urban affluent population is employed, dampening the consumption sentiment, he says.

  • Daily Voice | India in a structural bull market where the best still to come, says Jiten Doshi of Enam AMC Nov 30, 2022 11:19 AM IST

    Daily Voice | India in a structural bull market where the best still to come, says Jiten Doshi of Enam AMC

    Stay invested in high-quality businesses to generate outsized returns over the long term, and any correction in the markets should be used to add high-quality names to the portfolio, says Co-Founder and Chief Investment Officer of Enam Asset Management Company.

  • Market correction imminent, may happen in January: IIFL Securities' Sanjiv Bhasin Nov 29, 2022 03:24 PM IST

    Market correction imminent, may happen in January: IIFL Securities' Sanjiv Bhasin

    Bhasin believes that a bit of an upside is yet to be seen in the stock market where the Nifty may hit 18,800-18,900 points.

  • MC Interview | Slowing growth may weigh on sentiment in 2023 after liquidity tightening this year, says this fund manager Nov 29, 2022 09:27 AM IST

    MC Interview | Slowing growth may weigh on sentiment in 2023 after liquidity tightening this year, says this fund manager

    Real estate stocks have been badly bruised in 2022, despite demand being strong as liquidity tightened. With liquidity tightening peaking out, it's worth looking at the sector.

  • Daily Voice | This market strategist picks five sectors that offer attractive opportunities for investors Nov 29, 2022 07:54 AM IST

    Daily Voice | This market strategist picks five sectors that offer attractive opportunities for investors

    Indian growth is likely to see a seasonal slowdown post the bumper festive season of 2022. It is also likely that some brushoff from global growth slowdown will impact Indian economic growth.

  • This technical chartist expects Nifty to scale 19,000 by December but has doubt about sustainability Nov 28, 2022 06:20 AM IST

    This technical chartist expects Nifty to scale 19,000 by December but has doubt about sustainability

    Tirthankar Das, technical & derivatives analyst (retail), Ashika Stock Broking, expects the volatility index the India VIX, which sank to a 14-month low, to start inching up from December end

  • Daily Voice | Expect a bull market for the next few quarters as the bad news is behind us: Jimeet Modi, Samco Ventures Nov 28, 2022 06:19 AM IST

    Daily Voice | Expect a bull market for the next few quarters as the bad news is behind us: Jimeet Modi, Samco Ventures

    With most of the headwinds receding in the rear-view mirror, Modi expects the tailwinds to continue and things to get better. He feels the earnings trajectory is solid and there's little downside risk over the next 12-18 months.

  • Daily Voice | PSU banks an attractive play, stick to the strong ones, says this wealth manager Nov 27, 2022 08:43 AM IST

    Daily Voice | PSU banks an attractive play, stick to the strong ones, says this wealth manager

    India can benefit from a recession-led fall in commodity prices. Achieving the RBI growth estimate for FY23 could be seen as a better-than-expected outcome given the current uncertainties, says Sameer Kaul of TrustPlutus Wealth

  • Don’t expect markets to gallop in the near term, says this wealth manager Nov 26, 2022 01:59 PM IST

    Don’t expect markets to gallop in the near term, says this wealth manager

    JamaWealth founder-CEO Ram Kalyan Medury also said that after the recent flurry of activity, even the primary markets could mellow down due to the global macro situation

  • Daily Voice | Banking sector set to outperform for rest of FY23 as system health at its best in decades, says Arun Malhotra of CapGrow Capital Nov 25, 2022 10:02 AM IST

    Daily Voice | Banking sector set to outperform for rest of FY23 as system health at its best in decades, says Arun Malhotra of CapGrow Capital

    The key financial metrics like NPA are likely to continue to improve in the rest of FY2023, backed by strengthened balance sheets and an improving credit demand outlook, especially for working capital, Arun Malhotra of CapGrow Capital says.

  • Nifty likely to cross 18,950 mark in December, says Goldilocks' Gautam Shah Nov 25, 2022 09:04 AM IST

    Nifty likely to cross 18,950 mark in December, says Goldilocks' Gautam Shah

    On November 24, the Nifty 50 reported a record closing high of 18,484 and now remains 120 points away from its previous record high of 18,604.

  • Daily Voice | With the global environment improving, this chief investment strategist sees double-digit nominal growth for India, corporate revenues and earnings Nov 24, 2022 02:28 PM IST

    Daily Voice | With the global environment improving, this chief investment strategist sees double-digit nominal growth for India, corporate revenues and earnings

    There is no known event that will keep markets volatile — the data and facts point to an optimistic situation for the markets, says Vikas V Gupta of OmniScience Capital.

  • Equity market beats September quarter estimates as earnings play big catalyst:  Motilal Oswal Nov 23, 2022 10:57 AM IST

    Equity market beats September quarter estimates as earnings play big catalyst: Motilal Oswal

    Talking about the banking sector, Duggad mentioned that investors saw good performances from both public and private sector banks, at a time when global markets have been struggling on several fronts.

  • Daily Voice | This smallcase manager is more bullish on mid-caps and small-caps than bluechips Nov 23, 2022 07:45 AM IST

    Daily Voice | This smallcase manager is more bullish on mid-caps and small-caps than bluechips

    Green Portfolio is positive on banking sector but is also closely watching the macro developments as this sector has a high correlation to the macro developments.

  • Daily Voice | This smallcase manager isn't bullish on new-age companies, sees Nifty beyond 20,000 by March Nov 22, 2022 07:27 AM IST

    Daily Voice | This smallcase manager isn't bullish on new-age companies, sees Nifty beyond 20,000 by March

    The most important factor that drives the markets in the short term is liquidity. Domestic liquidity has been extremely strong and our stock markets have done relatively well compared to other MSCI emerging markets, despite the relentless FII selling.

  • Nifty may dip below 18,000 before a sustainable rally: Geojit Financial Services Nov 21, 2022 01:59 PM IST

    Nifty may dip below 18,000 before a sustainable rally: Geojit Financial Services

    Chief market strategist Anand James says despite VIX sinking to 15, the risk appetite has not been strong enough to trigger a sustained rally across Nifty stocks

  • Daily Voice | This research head sees global funds rushing in for Indian equities in 2023 Nov 21, 2022 08:06 AM IST

    Daily Voice | This research head sees global funds rushing in for Indian equities in 2023

    With the dollar peaking, and the chances of a US recession not low, global funds will want to allocate more to emerging markets. India should be at the top of their list.

  • Daily Voice | Markets not expensive; defence & PSUs have an edge, says Weekend Investing's Alok Jain Nov 20, 2022 04:02 PM IST

    Daily Voice | Markets not expensive; defence & PSUs have an edge, says Weekend Investing's Alok Jain

    Jain believes in BBC, or Bhav Bhagwan Che — a Gujarati saying that means price is God — for the price of a stock can capture the mood of the market towards that stock or sector.