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    • Moneycontrol Pro Market Outlook | Tariff shock to keep markets on edge

      Last week Nifty closed at 25,571 with a 0.39% gain. Benchmarks rose despite volatility while small caps fell. The outlook is still bearish and selling pressure may continue

    • Chartist Talk: Ashish Kyal bets on Nifty 26,000 after Trump tariff verdict, backs 2 stocks this week

      After the initial gap-up opening on Monday, a short-term dip cannot be ruled out. Any decline toward the 25,750–25,780 zone could present a buying opportunity for a near-term target of 26,002, Ashish Kyal advised. Among stocks, he believes Granules India appears strong from a short-term perspective, having delivered a decisive breakout from a triangle pattern in the previous session. KEI Industries has also witnessed a strong breakout from a multi-resistance zone around Rs 4,600, supported by healthy volumes in the prior trading session, he said in an interview to Moneycontrol.

    • Daily Voice: Supreme Court ruling lifts sentiment but won’t trigger a sustained rally, says Narnolia’s Shailendra Kumar

      According to Shailendra Kumar, the court ruling does not put uncertainty to rest; rather, it is likely to create a new layer of uncertainty in the near term.

    • Daily Voice | US-Iran tensions contained; India impact from Trump tariff ruling limited, says Prachi Deuskar

      A prolonged conflict between the US and Iran will keep the oil prices high, in turn raising India’s energy spending and feeding into inflation, says Lotusdew’s Prachi Deuskar.

    • Chartist Talk: Nifty to jump 350-400 pts on Trump tariff verdict; 25,950-26,000 crucial, says Sudeep Shah

      On the upside, the 25,950–26,000 band stands as an immediate resistance zone. How the index reacts around these key levels will determine the next meaningful directional move, said Sudeep Shah.

    • Daily Voice: Delay beyond March 2026 in India-US trade deal could dampen markets, says Bharti AXA Life CIO

      Rahul Bhuskute of Bharti AXA Life Insurance believes the market has largely priced in current information regarding the US trade deal. Investors are now focused on the formal signing.

    • Daily Voice: Q4 to see gradual uptick, not breakout rally; Axis MF's Devalkar bets on banks

      Axis MF's Shreyash Devalkar expects Nifty 50 earnings to rebound meaningfully with mid-teen growth in FY27 and FY28.

    • Daily Voice: Earnings picking up in broader markets; IT AI panic 'exaggerated,' says LGT's Rajesh Iyer

      AI is transforming the industry’s focus rather than reducing its relevance, says Rajesh Iyer of LGT.

    • Daily Voice: 'Pillars falling into place' - Earnings poised for double-digit growth, says Jitendra Sriram

      Lag effects of softer monetary policy, the stimulus of GST rationalisation and the better prospects of manufactured exports post ratification of trade deals is expected to improve this earnings growth momentum further into the mid teens later into the year.

    • Daily Voice: Runaway market rally unlikely in 2026; FMCG recovery gradual but worst phase behind, says Shriram Life’s Ajit Banerjee

      Ajit Banerjee expects fourth quarter to close the fiscal year on a firmer footing compared to the relatively softer first half. Overall earnings growth for FY26 is likely to be in the high single digits, with FY27 appearing more constructive, potentially delivering growth of around 15%.

    • Moneycontrol Pro Market Outlook | Cautious sentiment prevails amid ongoing tech concerns

      Technical analysis suggests this bearish extreme may be nearing exhaustion

    • Daily Voice: Earnings cycle turning; FY27 recovery to gather pace, says Mirae’s Varun Goel

      While global events remain a risk, Varun Goel expects earnings growth for India small caps to bounce back from a cyclical low in FY25. Smallcaps are inherently more volatile, and sharp corrections are part of the cycle.

    • Chartist Talk: Nifty unlikely to slip below 25,000; build IT positions, says Rahul Ghose

      The daily and weekly RSI oscillator levels also suggest a sideways trending market, said Rahul Ghose.

    • Daily Voice: Sell-off on AI disruption fears shows earnings catching up, but structural thesis intact, says Sonam Srivastava

      If global risk appetite improves and domestic earnings remain in the mid-teens range, India can deliver relative outperformance, though returns are likely to be more moderate than the previous post-pandemic surge, said Sonam Srivastava of Wright Research PMS.

    • Chartist Talk: 25,300 key for Nifty downside, but momentum could lift these two large caps, says Sudeep Shah

      Max Financial Services has delivered a horizontal trendline breakout on the daily chart, backed by steady follow-through and rising volumes, which strengthens the validity of the move said Sudeep Shah.

    • Daily Voice: Don’t short IT after sharp fall; bullish on banks, auto, chemicals, says HDFC Tru’s Uniyal

      With Indian firms already diversifying into high-growth markets like the EU, US and UK, Pranab Uniyal doesn’t anticipate a long-term structural threat to India’s textile sector.

    • Daily Voice: Quest's Rakesh Vyas sees FY27 earnings normalisation driving fresh capital inflows

      The government’s focus on stimulating domestic consumption is expected to enhance capacity utilisation levels, which should, in turn, catalyse a meaningful pickup in private capital expenditure over the next 12–18 months, said Rakesh Vyas.

    • Daily Voice: Markets could deliver 15–20% gains in 2026, says INVasset's Anirudh Garg

      The Indian IT sector is likely to witness moderate growth in FY26, with earnings stabilizing after a period of strong expansion, said Anirudh Garg.

    • Daily Voice | Q3 earnings mixed; outlook optimistic, downgrades seen easing: Samco MF CIO

      The textile sector in India is relatively well placed as compared to other countries following the announcement of the India-US trade deal. Lower tariffs will improve the competitiveness of the sector and support export-oriented players, said Umeshkumar Mehta.

    • Daily Voice: Geopolitical and commodity risks persist, yet domestic growth stays resilient, says Divam Sharma

      Divam Sharma expects volatility to persist in the short term, but the medium-term outlook for Indian equities remains firmly positive.

    • Daily Voice | Strong Q4 outlook; energy, cleantech, data centres, defence, industrials in focus: Ashwini Shami

      Third quarter earnings showed sector-level divergence where overall the good revenue growth for sectors such as financial services, industrials, healthcare, auto and business services, said Ashwini Shami.

    • Moneycontrol Pro Market Outlook | Markets navigate mixed signals amid trade optimism and tech concerns

      Markets stayed volatile despite trade optimism; Nifty rose 1.47%. Breadth stretched, FIIs still bearish. Sector rotation favors financials, oil & gas; caution advised ahead near-term

    • Nifty’s 25,880 wall: SBI Securities’ Sudeep Shah maps 26,000-26,200 path and flags two buys for next week

      Traders should refrain from aggressive dip-buying in IT stocks and consider using rallies toward resistance as opportunities to sell until momentum improves, Sudeep Shah said.

    • Daily Voice: India Inc's continued earnings growth to be big market catalyst going forward, says Helios India's Dinshaw Irani

      Dinshaw Irani doesn't expect the RBI to undertake any rate cuts in the next couple of meetings as even the previous rate cuts have not resulted in the G-Sec yields coming down.

    • Daily Voice | Ankita Pathak sees room for further growth reflation as monetary policy takes the baton

      Ankita Pathak believes valuations remain high as compared to the EM basket and return of FPIs would be crucial for a based recovery of the market.

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