Markets Insights

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

The Great Defensive Slump: 2025 turned FMCG, IT, and pharma into market laggards. Yet with earnings stable and valuations cooling, their next move could surprise

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

In 2025 so far, Nifty and Sensex have risen by nearly 7 per cent, while gold and silver have rallied 53.09 per cent and 74.65 per cent, respectively

KRBL shares rose 3 per cent after it was declared the successful bidder in the E-auction for the acquisition of immovable properties in Panipat, Haryana

The near-record selling by foreign investors has come at a time when policymakers have already played their best cards, for now, analysts opine.

Nifty and Sensex had closed at record levels on September 26, 2024, while the broader Mid and Small-cap gauges hit a record on September 24 last year

Domestic consumption continues to drive robust growth, with strong performance expected across automotive, staples, and discretionary segments, Khandelwal said

The GST 2.0 is expected to deliver a significant consumption boost of around ₹2.8 trillion, equivalent to 0.7 per cent of GDP, Antique Broking said

The recent tax cuts and GST reform, along with the broader policy shift, indicate a push toward consumption-driven growth, Motilal Oswal said

RPP shares over 4 per cent after it secured a LoA from the Maharashtra State Infrastructure Development Corp for ₹134.21 crore

FMCG and auto stocks drove Nifty and Sensex higher by over 1 per cent each, alongside strong cement, insurance buying

JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26

Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness