Indian Equities

UBS flags elevated valuations as global investors stay cautious on India, favouring other EMs amid stronger AI-driven growth opportunities

Markets rebound after a sharp risk-off phase, but lingering geopolitical tensions and volatile oil prices keep investors cautious on the sustainability of the recovery

India's valuation premium over emerging markets, according to MOFSL, has narrowed to 27 per cent, well below the 10-year average of 73 per cent

Brokerage flags risks from elevated oil prices, slowing domestic inflows and India's weak positioning in AI, even as valuations remain stretched versus regional peers

The optimism expressed by brokerages could turn out to be true if West Asia war ends quickly, or if countries find a way to easily move cargo ships and oil tankers through Strait of Hormuz once again

Nifty at 17x may look attractive, but earnings downgrades cloud returns as Goldman Sachs cuts India outlook amid rising macro risks

Goldman Sachs has downgraded Indian equities to marketweight, citing high energy prices and macro risks, and cut its Nifty target to 25,900

Indian equities advance for a second session as oil prices soften, but geopolitical uncertainty and supply disruptions continue to limit upside

Stock gauges in energy import-dependent markets such as India and Europe have dropped over 9 per cent since the Iran war started, more than double the decline in the US

Escalating conflict, rising oil prices and rupee pressure likely to keep markets volatile as investors turn cautious amid global uncertainty

Indian equities tumble as crude oil prices spike amid West Asia tensions, fuelling fears of inflation and slowing growth, with indices logging their sharpest fall in nearly two years

Even as a crude-laden Indian tanker sailed safely from UAE's Fujairah and Tehran claimed Hormuz is closed for its 'enemies', the war continues to rattle many sectors

Nifty may slide toward the 22,800-22,700 levels, Nifty Bank towards 53,000-52,500 in the near term, say technical analysts

Sensex and Nifty fall for a second straight session as escalating Iran-linked attacks push crude prices near $100 a barrel and raise fears of prolonged disruption in oil supplies

Indian households added nearly ₹10 trillion to equity holdings in FY26 so far, taking total ownership close to ₹88 trillion amid a structural shift in savings

CIO Henry McVey expects stock markets to do well in the second half

After prolonged underperformance, India is regaining appeal among emerging markets as trade overhangs ease, foreign inflows return, and earnings show early signs of recovery

Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism-especially in smallcaps-can turn into a sustained bull run

Indices post best gains in eight months as tariff cut to 18 per cent lifts investor sentiment and removes a key overhang on Indian equities

Nestle India shares gained after the company reported a healthy set of results for the December quarter of FY26 (Q3FY26).