Market Outlook

Among 1,262 stocks from the BSE Smallcap index, over half, or 734 stocks, outperformed in April by recording more than 20 per cent return, data shows.

While that may be the case for some, investing outside of the large-cap universe, or rather companies that haven't hit maturity, is more guided by intuition or feeling rather than by calculations

Brokerages have cut Nifty targets by around 4% per cent since February 28 as Iran war keeps oil prices high, raising inflation, GDP, and earnings concerns for Indian stock markets

Nifty closed below 24,000 on Tuesday after sharp intraday reversal. HDFC Securities sees 24,197 as resistance, and 23,800 as support level

Markets are reasonable but not cheap: Kalpen Parekh of DSP Mutual Fund flags risks from geopolitics, flows, and inflation; urges disciplined investing

JP Morgan's 2026 year-end bull / base / bear case targets for the Nifty 50 stand at 30,000 / 27,000 / 20,500 levels, respectively.

Nifty may consolidate with support at 24,000-24,200, says Ajit Mishra. Top stock picks for today: Federal Bank, NTPC, JSW Energy.

Andrew Holland, head - new asset class, Nippon India Asset Management in a Q&Q with Puneet Wadhwa says that the markets are assuming that the West Asia conflict won't be prolonged.

Veteran investor Mark Mobius, who put emerging markets on the global map, has passed away-here's how Raamdeo Agrawal remembers him and the key lessons for investors.

Foreign Investors are now seriously underweight India, with ownership at a 15-year low

Here's how leading market analysts see the road ahead for Indian markets amid the recent developments.

Indian markets have rebounded in April, with Nifty50 rising nearly 3 per cent this month. Analysts, however, say sentiment remains cautious. Here's why it's not yet a broad-based buy-on-dips phase

Geopolitical tensions, rising crude prices, and sustained FII outflows are reshaping the outlook for Indian equities. Mythili Balakrishnan shares views on market direction and investment strategy

Improving valuations and a projected earnings recovery of 13-15 per cent, analysts believe, are expected to sustain the long-term investment case

The outlook for Indian markets in the next fiscal year remains structurally optimistic once geopolitical tensions subside and crude oil prices stabilise, analysts said, even as domestic equities ended FY26 on a bearish note, with Sensex plunging 7 per cent. In 2025-26, the BSE benchmark plunged 5,467.37 points, or 7 per cent, and the NSE Nifty dropped 1,187.95 points, or 5 per cent. The year was dominated by global macro uncertainty, persistent geopolitical tensions, elevated crude prices, and aggressive FII (Foreign Institutional Investors) outflows, which collectively capped upside momentum, an expert said. Markets have been reeling under the immense pressure ever since the West Asia conflict began, creating chaos, rattling energy markets globally and generating a risk-off environment. This month alone, the BSE benchmark crashed 9,339.64 points, or 11.48 per cent, since the beginning of the West Asia conflict on February 28. "The current bearish trend is largely externally drive

Here's how leading analysts expect FY27 to play out for different asset classes and suggest an ideal investing strategy.

After a five-day pause until Friday, US President Donald Trump announced that he is delaying planned strikes on Iran's power plants at Tehran's request, signaling a temporary easing of tensions

When compared with issue prices, around 68 per cent of mainboard IPOs and nearly 70 per cent of SME listings are currently trading below their offer price

As markets navigate geopolitical uncertainty, investors are recalibrating their strategies. Harshad Patil, CIO at Tata AIA Life, outlines how he is positioning portfolios amid the Iran conflict

While the Buffett Indicator signals froth, Nifty P/E shows large caps are stable. The real risk, analysts said, lies in mid & small caps, where valuations remain stretched.