BFSI stocks offer strong fundamentals and attractive valuations, says WhiteOak's Ramesh Mantri, as growth improves and equities look set for a 2025 comeback
As the Sensex turns 40, BSE MD Sundararaman Ramamurthy explains how the index mirrors India's journey from a closed economy to a global market powerhouse
WGC says fundamentals will keep gold strong in 2026 as India drafts a long-term gold policy, with rising wedding budgets, ETF demand and a push to privatise monetisation schemes
Steady SIP flows and rising retail participation anchor mutual fund growth in 2025, even as market sentiment tempers lumpsum investments and global risks cloud the outlook
Improving earnings visibility and fairer valuations could set the stage for a stronger 2026 for Indian equities, with financials and consumer discretionary stocks leading gains
Simultaneous fiscal and monetary tightening hurt growth and earnings, but momentum is returning, says Axis Bank's Neelkanth Mishra, signalling a possible market turnaround
Mid-caps are poised to lead over large- and small-caps in 2026, driven by double-digit FY27 earnings and FPI inflows, though outperformance margins may narrow, said Vikram Kasat of PL Capital
Strong domestic growth and infrastructure spending could help the Sensex deliver 10-11% annual returns, barring major geopolitical shocks, says Alphaniti's U R Bhat
Corporate earnings growth is expected to sustain in the mid-teens for FY27. If markets follow earnings growth trajectory, we see Nifty around 28,500-30,000 by end-2026, Rungta said
India is entering a multi-decade wealth creation cycle, says Raamdeo Agrawal, who believes rising financialisation and equity participation will keep Sensex returns structurally strong
Our analysis over past two decades suggests Nifty sustains higher valuations only during periods of strong earnings growth/upgrades, which is unlikely next year, Shah said.
After significant outflows around $8 billion overall and $17 billion from equities, FII holdings are at multi-year lows, said Ankur Jhaveri of JM Financial Institutional Securities
Sebi's tighter derivative norms initially hit F&O trading volumes but confidence, new strategies and improved market sentiment are now aiding a gradual recovery, says Seth
Samir Arora says India's policy stability, improving earnings and rising domestic flows leave no structural reason for global investors to stay underweight
Investors should diversify, as we don't know what the world will look like in five years. Markets valuations are sky-high, but the economic reality for ordinary people is not good, Faber said.
