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    • 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.

    • From stabilisation to growth: India's 2026 equity market outlook

      Domestic investors are becoming disciplined and long-term. All we need is discipline in valuations in some pockets

    • 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.

    • Moneycontrol Pro Market Outlook | Can Indian markets stage a year-end rally?

      The Nifty index showed losses for the third week, but momentum remains positive. Midcap and smallcap indices closed higher, signaling potential market recovery

    • 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.

    • Chartist Talk | Sudeep Shah bullish on 6 stocks, stays bearish on TMPV next week

      From a technical standpoint, the prevailing chart structure of both sectors - banking and IT - suggests that they are well-positioned to continue providing support to the frontline indices, making them the likely drivers of any near-term rally, Sudeep Shah said.

    • 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.

    • Breakout, breakdown, repeat: Why is the market not moving?

      In markets underpinned by strong and stable fundamentals, underperformance is temporary. Eventually, fundamentals take over. When is the big question 

    • 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.

    • The worried investor’s guide to 2026

      While markets were buoyant this year, volatility is never far away

    • 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.

    • The outlook for traders in 2026

      If 2025 is a challenging one, then 2026 promises to be no different. Here’s a blueprint on how to come out on top in the New 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.

    • Moneycontrol Pro Market Outlook | Rupee weakness keeps market on edge

      FIIs aggressively sold calls during the recent decline, resulting in an all-time low reading in the data. Historically, after similar events since August, the market has rebounded

    • 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.

    • Chartist Talk | Sudeep Shah picks 2 largecaps for next week; outlook on 6 stocks after smart gains

      Currently, the Nifty 50 is trading above both its short- and long-term moving averages, with these averages beginning to slope upward — often an early indication of renewed directional strength, said Sudeep Shah.

    • 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.

    • Moneycontrol Pro Market Outlook | Can Indian markets touch a new high before the year ends?

      The advance-decline ratio tells the story of the underlying weakness that has been troubling investors across the broader market. Yet, there's a silver lining as this indicator has lingered in oversold territory for an extended period, suggesting a trend reversal may be imminent

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