Puneet Wadhwa

Shriram Finance (up 28 per cent), Eicher Motors (up 22 per cent), Cholamandalam Financial Holdings (up 19 per cent) and M&M (up 19 per cent) have outperformed Nifty 50 this far in FY27, data shows.

Within the Nifty-500, DIIs were overweight in Consumer, public sector undertaking (PSU) Banks, Oil & Gas, Telecom, Metals, and Technology sectors in the June 2026 quarter, reports suggest.

India, Wood wrote, continues to benefit from improving domestic fundamentals, with bank credit growth accelerating to 17-18 per cent year-on-year in 2026.

For Indian markets, the bigger issue over the next few months, analysts said, isn't the repo rate, but how much more geopolitical pressure the rupee can take before the central bank has to step in.

HSBC had earlier upgraded Indian equities to "Neutral" from "Underweight" and raised its 2026-end target for the BSE Sensex index to 84,000 levels.

In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.

Ajit Mishra of Religare Broking explains that stock prices were adjusting following a variation in behaviour during Monday's closing auction session on the BSE and NSE.

It is best for the investors miss the India IT pack bus as we believe with the adoption of AI, our IT services companies' revenue models will have to undergo a reset, Irani said.

In contrast, foreign institutional investor (FII) holding declined to a new low of 17 per cent in June 2026, the MOFSL note said.

G Chokkalingam, founder and head of research at Equinomics Research expects markets to reward stocks of companies where there is valuation comfort, earnings visibility rather than a broad-based rally.

The NSE Nifty 50 index has been quoting below its long-term 200-day moving average since February 27, 2026.

The best way to play the AI trade, Wood believes, is the picks and shovels trade, in terms of companies who are profiting, or are likely to benefit directly from the hyperscalers' spending.

Of the ₹7,756 crore total gain in her portfolio, one stock - Titan Company - has made her richer by ₹3,469 crore since April 2026

Digital Services is likely to remain the biggest growth driver, contributing ~85 per cent to RIL's incremental consolidated EBITDA over FY26-28, wrote analysts at Motilal Oswal in a post results note.

We've also seen significant sector rotation over the past few weeks, making it difficult for fund managers to stay positioned across every segment, says B. Gopkumar, MD & CEO of Axis Mutual Fund.

The SMID segment, analysts' caution, is now the most crowded trade in the Indian stock markets.

Rent, the NoBroker report said, is the single largest line item in most urban tenants' monthly budgets, and for nearly half of them it consumes more than 30 per cent of their monthly income

Tractor sales, the JM Financial study said, were most sensitive to El Nino conditions, recording weaker sales growth during the La Niña period, which is associated with excess rainfall.

Q1-FY27 numbers, according to Anirudh Garg, fund manager & partner, INVasset PMS, are likely to show soft margins across the board, but private banks will be the first to show the NIM trough is over

While renewed geopolitical tensions in West Asia are likely to keep markets choppy, the Nifty 50 could rise to 26,500 by June 2027, around 10 per cent upside from current levels, Goldman Sachs said.