Market Outlook

Budget 2026 balances fiscal discipline with capex-led growth. Vinay Jaising explains what it means for the common man, taxes, states, and what more could have been done by FM Nirmala Sitharaman

Budget 2026 focuses on job creation, capex-led growth, manufacturing depth and policy continuity, while maintaining fiscal discipline and long-term earnings visibility, writes Anand Shah

Union Budget 2026-27 presents a credible and pragmatic fiscal framework amid global uncertainty, but markets sold off as heightened expectations and a surprise STT hike weighed on investor sentiment

Budget 2026 focuses on fiscal discipline, capex-led growth, manufacturing, and AI investments, signalling a strategic shift to make India future-ready, says Jitendra Sriram

The key message from the Budget is clear: fiscal consolidation will continue alongside growth, supported by responsible financial management

Besides Wood, analysts at Bernstein and UBS, too, have reiterated their cautious stance on Indian equities. Those at Bernstein cut their rating on India to 'neutral'

From a purely market standpoint, India-EU trade deal is a positive step and clearly in the right direction, Shah said

India's structural story (demographics, digitisation, manufacturing) is intact despite tactical noise, said Mehta

There has been significant representation to the government on Securities Transaction Tax (STT), and that remains something markets are watching closely

The NSE Nifty has declined over 3 per cent (800 points) from its record high of 26,373 hit on January 5, and is currently seen hovering around the 100-DMA. Here's what market experts have to say.

Indian stock markets start 2026 on a weak note, with 70 per cent of Nifty 500 stocks in red amid FII selling, global uncertainty, and tariff worries

A breakthrough in negotiations or clarity on tariff policy could lift sentiment, said Shreyash Devalkar, Head - Equity at Axis AMC

Indian equities outlook 2026: Trideep Bhattacharya of Edelweiss MF decodes geopolitical risks, Budget 2026 expectations, sector winners, consumption revival and portfolio strategy

The Nifty is seen quoting below its short-term moving averages, and today testing the key supertrend line support, shows the daily charts. Here are the key levels for the index.

In the worst-scenario, though, Emkay Global warns that Nifty may hit 25,000 in Q1-2026. Rupee weakness, and US tariff uncertainy remain key risks

According to Chandan Taparia of Motilal Oswal, Nifty has broken its higher highs - higher lows formation. Read more to find out Nifty strategy, Bank Nifty outlook, and stock recommendations for today

The world has slowly changed into a format that seems to hate trade - more tariffs, more restrictions on immigration, and, in general, a call to go local

Analysts believe that weakening of AI trade, sustained earnings and return of FIIs can drive the BSE Sensex past the 100,000-mark this year.

As we move into 2026, markets are likely to become far more selective. The phase when almost every stock rose together is over

Will Indian markets outperform global markets in 2026? Analysts weigh earnings recovery, valuations, AI risks to forecast Indian equities outlook for the new year