Market Outlook

1) Daily Voice: #39;Unless significant breakdown in US economy, 75 bps fed funds rate cut seems improbable in 2024#39;, 2) Premiumisation, Indigenisation and Infrastructure — ITI AMC lists three themes to watch out for, 3) Daily Voice | This investment veteran sees banking and financials trade below median value, despite strong growth, 4) Daily Voice | This investment manager has 3 sectors on his radar if there is a sharp correction, 5) Record advance-decline ratio for April but experts see no reason to rejoice, just yet! Here’s why, 6) Daily Voice: Iran-Israel conflict may drive Brent crude above $100 a barrel, but sustainability uncertain, says this investment strategist, 7) Daily Voice: Vinit Sambre of DSP MF flags oil, inflation concerns, expects consolidation ahead, 8) Israel-Iran war to trigger correction in equities? Check Nifty, Bank Nifty levels to watch, 9) Israel-Iran escalating tension to trigger correction in equities? Check Nifty, Bank Nifty levels to watch, 10) Daily Voice: Smart meters is a hot theme in power sector but with some caution, says this fund manager, 11) Daily Voice: Premium valuations of equity largely justified as India is in strong market cycles, says Axis Securities PMS CIO, 12) Five segments which display micro-bubbles and three segments that look attractive, 13) MC Exclusive: Prashant Jain says 3P Fund’s outperformance like cricketer scoring a century on debut; Nifty should compound at 12%, 14) Daily Voice: Vikas Khemani bullish on FY25. Here are his 2 must-haves, 15) Midcaps may lag largecaps, beware of ‘buzzword’ themes: Aashish Somaiyaa of WhiteOak AMC,