Daily Voice: Union Budget must reassure markets on growth support without sacrificing fiscal discipline, says INVasset’s Anirudh GargPress

Daily Voice: Union Budget must reassure markets on growth support without sacrificing fiscal discipline, says INVasset’s Anirudh Garg

A broad, consumption-oriented stimulus in Union Budget cannot be completely ruled out, but it is unlikely to be aggressive or front-loaded,said INVasset’s Anirudh Garg.

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Silver ETF prices crash 20%. Who pulled the plug on multibagger rally?Press

Silver ETF prices crash 20%. Who pulled the plug on multibagger rally?

Indian silver ETFs tumbled up to 20% on Thursday, erasing high premiums as prices corrected sharply. The retreat from record highs came as the dollar strengthened and risk appetite improved globally, reducing demand for safe-haven assets. The slump was far sharper than moves in global spot and MCX futures, highlighting extreme ETF volatility amid shifting risk sentiment, profit-booking and geopolitical easing.

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Stock Market Highlights 27 Jan 2026: Stock markets bounce back on buying in metal, bank stocks; optimism over India-EU FTAPress

Stock Market Highlights 27 Jan 2026: Stock markets bounce back on buying in metal, bank stocks; optimism over India-EU FTA

Equity benchmark indices Sensex and Nifty ended higher in highly volatile trade on Tuesday, buoyed by heavy buying in bank and metal stocks, a firm trend in global markets and optimism over India-EU FTA.

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D-St stocks have lagged before Budget historically; will 2026 be different?Press

D-St stocks have lagged before Budget historically; will 2026 be different?

January is likely to remain a phase of consolidation, with investors balancing earnings visibility, global cues, and budget-related expectations, analysts said

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Daily Voice | Earnings growth to strengthen into 2026; broader lift needs credit, capex: Anirudh GargPress

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.

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RBI MPC Live (RBI MPC Meeting Updates): रेपो रेट में 25 बेसिस पॉइंट्स की कटौती - यहां जानें RBI गवर्नर संजय मल्होत्रा की बड़ी बातेंPress

RBI MPC Live (RBI MPC Meeting Updates): रेपो रेट में 25 बेसिस पॉइंट्स की कटौती - यहां जानें RBI गवर्नर संजय मल्होत्रा की बड़ी बातें

भारतीय रिज़र्व बैंक (RBI) ने अपनी क्रेडिट पॉलिसी में बड़ा फैसला लेते हुए नीतिगत ब्याज दरों में 0.25 फीसदी की कटौती कर दी है। इसके साथ ही रेपो रेट 5.50 प्रतिशत से घटकर 5.25 प्रतिशत पर आ गया है। यह कदम ऐसे समय में उठाया गया है जब महंगाई रिकॉर्ड निचले स्तर पर है और आर्थिक वृद्धि को अतिरिक्त सहारे की जरूरत महसूस की जा रही है।

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Stock market news : RBI policy के बाद रेट सेंसेटिव स्टॉक्स में तेजी, जानिए आरबीआई के फैसलों पर क्या है एक्सपर्ट्स की रायPress

Stock market news : RBI policy के बाद रेट सेंसेटिव स्टॉक्स में तेजी, जानिए आरबीआई के फैसलों पर क्या है एक्सपर्ट्स की राय

Stock market news: जियोजित इन्वेस्टमेंट्स के वी के विजयकुमार का कहना है कि MPC ने इकॉनमी में लगातार बनी मज़बूत ग्रोथ के बावजूद ग्रोथ के पक्ष में वोट करने का फैसला किया। रेट्स में 25 बेसिस प्वाइंट की कटौती का यह एक जैसा फैसला MPC में इस आम राय का संकेत है कि गिरते रुपये के माहौल में भी ग्रोथ को और बढ़ावा देना एक ऐसा जोखिम है जिसे उठाया जा सकता है

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RBI MPC Meet Dec 2025 Highlights: Stock Markets Rally Post Rate Cut, Sensex Ends Over 85,700, Nifty Nears 26,200Press

RBI MPC Meet Dec 2025 Highlights: Stock Markets Rally Post Rate Cut, Sensex Ends Over 85,700, Nifty Nears 26,200

RBI MPC Dec Meeting Live Updates 2025: The MPC convenes every two months to evaluate macroeconomic developments and recalibrate key policy instruments, most notably the repo rate.

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Govt Shuts Door on FDI Limit Hike, Merger Chatter; PSU Bank Rally Now Hinges on FundamentalsPress

Govt Shuts Door on FDI Limit Hike, Merger Chatter; PSU Bank Rally Now Hinges on Fundamentals

The momentum in public sector bank (PSU bank) stocks took a noticeable pause this week as the government dismissed speculation around both a potential FDI limit hike and fresh merger plans in the sector. For weeks, the banking pack—led by names like SBI, Canara Bank, PNB and others—had rallied on optimism that these two transformative policy decisions were on the table. With the government clarifying that it has no plans to pursue either move, sentiment in the PSU banking space has cooled, shifting the narrative back to earnings strength and sector fundamentals.

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Stock Market Highlights 5 December 2025: Stock markets rally as RBI cuts interest rate; Sensex jumps 447 pointsPress

Stock Market Highlights 5 December 2025: Stock markets rally as RBI cuts interest rate; Sensex jumps 447 points

Stock market benchmark indices Sensex and Nifty rallied on Friday after the Reserve Bank of India (RBI) cut key benchmark interest rate for the first time in six months and took steps to boost liquidity to support a "goldilocks" economy in the face of high US tariffs.

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Daily Voice: Wage growth, jobs will drive earnings and economic momentum, says INVasset’s Anirudh GargPress

Daily Voice: Wage growth, jobs will drive earnings and economic momentum, says INVasset’s Anirudh Garg

For corporates, the steady wage and employment trends directly support top-line growth and improve visibility in sectors such as FMCG, autos, real estate and discretionary spending, Anirudh Garg said.

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Daily Voice: Christmas gift for markets? India-US Deal to revive global confidence in India, says this fund managerPress

Daily Voice: Christmas gift for markets? India-US Deal to revive global confidence in India, says this fund manager

Any constructive statements or forward-looking updates emerging from the Asian Summit could strengthen investor confidence and sustain the current market optimism, supporting equities in the near term.

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Daily Voice: शेयर मार्केट को मिलेगा क्रिसमस गिफ्ट? गोल्ड पर फंड मैनेजर ने सुझाई यह स्ट्रैटेजीPress

Daily Voice: शेयर मार्केट को मिलेगा क्रिसमस गिफ्ट? गोल्ड पर फंड मैनेजर ने सुझाई यह स्ट्रैटेजी

Daily Voice: घरेलू स्टॉक मार्केट में अमेरिका के साथ कारोबारी सौदे को लेकर रौनक छाई हुई है। अब सवाल उठता है कि यह तेजी कब तक बनी रहेगी, और सौदा होने के बाद क्या होगा? एक सवाल यह भी है कि अनिश्चितता के माहौल में गोल्ड के रिकॉर्ड हाई पर पहुंचने के बाद क्या अब मुनाफा निकाल लेना चाहिए? जानिए इन सब सवालों को लेकर एक फंड मैनेजर का रुझान क्या है?

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Large vs mid vs small caps: Where to look for alpha in Samvat 2082?Press

Large vs mid vs small caps: Where to look for alpha in Samvat 2082?

Key triggers for the upcoming Samvat include a broad-based consumption from GST 2.0, urban demand recovery, festive tailwinds, and an earnings acceleration

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Diwali Muhurat Trading 2025: Top Sectors To Watch As Samvat 2082 BeginsPress

Diwali Muhurat Trading 2025: Top Sectors To Watch As Samvat 2082 Begins

While the one-hour window on Diwali is largely ceremonial, market experts say it also serves as an opportunity to align portfolios with India’s evolving economic fundamentals.

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Rise in gold prices boosts lending companies but jewellery firms strugglePress

Rise in gold prices boosts lending companies but jewellery firms struggle

The year 2025 witnessed a dazzling rise in gold prices, far outpacing the performance of equity markets. This growth served as a boon for gold loan NBFCs like Muthoot Finance and Manappuram Finance, allowing them to thrive. Nevertheless, the high prices, averaging over Rs.95,000 per 10 grams, created a dilemma for jewellery manufacturers, dampening consumer interest.

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GDP growth filter: Target to invest in companies whose profit after tax outpaces economy’s expansion target ratePress

GDP growth filter: Target to invest in companies whose profit after tax outpaces economy’s expansion target rate

Target companies whose after-tax profit growth outpaces the broader economy’s expansion rate.

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Daily Voice: US-India trade deal could be a catalyst for sustained market uptrend, says this fund managerPress

Daily Voice: US-India trade deal could be a catalyst for sustained market uptrend, says this fund manager

The domestic story remains supportive, but a robust rebound toward record highs will likely require a strong trade agreement to ease market concerns, Anirudh Garg of INVasset PMS said.

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