Sensex Nifty

Benchmark indices rise nearly 1 per cent, led by banking stocks and improved sentiment after RBI easing and hopes of de-escalation in the Iran-US conflict

Indian equities may open lower on Monday as renewed Strait of Hormuz tensions raise concerns over oil prices, global risk sentiment, and the outlook for geopolitical stability

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

Friday sees first net FPI inflows since the start of conflict

Karachi Stock Exchange (KSE 100)-listed stocks can be a good trading bet, according to Christopher Wood, global head of equity strategy at Jefferies, especially around the IMF bailout periods.

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

Closure of the Strait of Hormuz, the lifeline for global oil and gas transit, also remains closed. As a result, crude oil and gas prices have been on an upward spiral in the last few days.

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

Benchmark indices slid over 1% on Friday, ending a turbulent February marked by a sharp IT selloff, weak global cues and erratic FPI flows, resulting in a third straight monthly drop

Heavy weights HDFC Bank, RIL, ICICI Bank drag down benchmark indices by over a per cent

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

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'

Nifty logs worst weekly fall since Sept; FPI monthly outflows highest since Aug

Indian equities were turbulent in 2025 as investors grappled with a decline in corporate earnings and uncertainty over the trade deal with the US

In the past two trading days, the BSE Sensex has slipped 1.6 per cent owing to the US tariff related uncertainties. In the same period, the BSE 500 index has shed 2.1 per cent.

Sebi eases re-KYC rules for NRIs as markets fall ahead of the Fed decision, investors pile into Swiggy's share sale, and IPO frenzy continues with strong subscriptions

Besides cutting interest rates by 25 bps, the RBI also revised its GDP growth forecast for fiscal 2025-26 (FY26) upward to 7.3 per cent from the current estimate of 6.8 per cent

Rotation out of AI stocks, strong Q2 earnings and FPI buying helped markets hit 14-month highs despite valuation worries

Technology stocks led a sharp rally as the Sensex crossed 85,000 for the first time in nearly 14 months. Both benchmark indices are now less than a per cent away from fresh lifetime peaks

Most brokerages remain optimistic on the road ahead for the Indian equity markets and expect the Sensex to hit new highs in 2026 provided earnings remain supportive