Markets Insights

The only exception has been 1998 (CY98) when the BSE Sensex slipped 16.5 per cent as market sentiment was dented due to Pokhran nuclear tests in May and the ensuing economic and trade sanctions.

Although the market has consolidated, the overall reaction is modest, largely because investors still assume that the economic fallout will be temporary and is supported by strong domestic inflows.

Possible steep hike in oil & gas prices could lead to further rise in inflation, which, in turn, could push up bond yields, and hence, slowdown in banking credit growth.

If India's growth story plays out over the next two decades, Vikas Saitja, MD & CEO at Shriram Wealth believes there is enough opportunity for more wealth management firms.

Stock Market LIVE Updates, Monday, January 19, 2026: Trump levied a 10 per cent tariff on eight European countries, effective February 1, rising to 25 per cent in June

January is likely to remain a phase of consolidation, with investors balancing earnings visibility, global cues, and budget-related expectations, analysts said

Sensex Today | Stock Market LIVE Updates, January 1, 2026: 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

Despite the downward revisions, Antique said Somany Ceramics' stock is trading at a sharp discount to other building material peers, including industry leader Kajaria Ceramics

The Nifty50 and Sensex indices are poised to end higher for the 10th straight calendar year, rising 10 per cent and 8.5 per cent, respectively, this year

ICICI Securities has set a target price of ₹4,110 per share for NetwebTechnologies, implying an upside potential of 28 per cent from Friday's close

SEPC shares rose 13 per cent on Monday after it secured its entry into a ₹3,300-crore mining consortium project,with an estimated project tenure of around 10 years

The pace of wealth creation during 2020-25 was the fastest in 17 editions of Motilal Oswal's study and well above the BSE Sensex's 21 per cent return

The equity market is finally feeling the pinch, as both global funds and local investors head for the door, Emkay Global said in a report.

Recent upgrades by global brokerages such as HSBC and Goldman Sachs, which have turned overweight on India, have contributed to the upbeat momentum

The consumer sector, according to a Motilal Oswal note, reported the third quarter of mid-single-digit earnings growth of 5 per cent year-on-year in Q2-FY26

On Monday, the rupee advanced amid reports that the RBI resumed efforts to support currency via overseas and onshore markets

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

After four successive quarters of decline, total promoter ownership in NSE-listed and Nifty 500 companies held broadly steady at 50.1 per cent and 49.3 per cent, respectively, in Q2-FY26

Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations

Devyani International shares fell 3 per cent after the company reported muted second-quarter earnings for the second quarter