Indian Equities

India most attractive global market over 4-5-year horizon: Ridham Desai

India's economy has improved over the past two quarters, but compared to markets like the US, Korea, Taiwan and even Japan, growth still looks less compelling

Foreign selloff in Indian equities likely to extend into 2027: BofA

Local stocks are among the worst performers globally so far in 2026, with a weakening rupee worsening a record $23 billion foreign selloff as global investors chase AI-linked plays elsewhere in Asia

India's share in global market capitalisation slips below 3% mark

India's global market capitalisation share fell below 3 per cent for the first time in four years after a sharp two-day equity market selloff

GCC NRIs raise India equity bets; Motilal Oswal AMC gets NPS fund nod

GCC-based NRIs are increasing exposure to Indian equities while real estate sees outflows, as Motilal Oswal Asset Management Company enters the NPS pension fund space

Swinging back: Advance-decline ratio highest since June 2020, shows data

Broader markets outperformed. The Nifty Midcap 100 climbed 13.6 per cent, which was its best showing since November 2020. While, the Nifty Smallcap 100 surged 18.4 per cent, the highest since May 2014

JPMorgan downgrades India to 'neutral' on valuations, earnings risks

JPMorgan cuts India to neutral, citing elevated valuations, earnings risks, and limited exposure to AI-led sectors, while remaining positive on long-term growth fundamentals

Markets slide as Brent crude goes past $100 per barrel amid West Asia war

Hormuz bottleneck and frozen US-Iran talks revive global risk fears

HSBC downgrades India to underweight on inflation, demand concerns

HSBC has cut India to underweight, citing inflation risks, high energy prices and weak demand outlook, warning of potential earnings downgrades and subdued foreign inflows

HSBC downgrades India to 'underweight' as oil shock clouds earnings outlook

The brokerage said that although domestic equity valuations have corrected from their peaks, they ​may appear expensive again as earnings downgrades filter through

Sensex, Nifty gain nearly 1% to close at their highest in six weeks

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

Earnings momentum, structural drivers stronger for other EMs: Tirumalai

UBS flags elevated valuations as global investors stay cautious on India, favouring other EMs amid stronger AI-driven growth opportunities

Markets find relief after sharp selloff triggered by West Asia conflict

Markets rebound after a sharp risk-off phase, but lingering geopolitical tensions and volatile oil prices keep investors cautious on the sustainability of the recovery

Markets set on favourable FY27 base; Iran war ceasefire key trigger: MOFSL

India's valuation premium over emerging markets, according to MOFSL, has narrowed to 27 per cent, well below the 10-year average of 73 per cent

Nomura downgrades India equities to neutral on oil, AI and inflow risks

Brokerage flags risks from elevated oil prices, slowing domestic inflows and India's weak positioning in AI, even as valuations remain stretched versus regional peers

Some stocks likely to buck the trend and shine despite West Asia war

The optimism expressed by brokerages could turn out to be true if West Asia war ends quickly, or if countries find a way to easily move cargo ships and oil tankers through Strait of Hormuz once again

Changing math: Earnings downgrades likely to overshadow valuation allure

Nifty at 17x may look attractive, but earnings downgrades cloud returns as Goldman Sachs cuts India outlook amid rising macro risks

Goldman Sachs downgrades Indian equities, cuts Nifty target to 25,900

Goldman Sachs has downgraded Indian equities to marketweight, citing high energy prices and macro risks, and cut its Nifty target to 25,900

West Asia conflict: Markets rebound further as easing crude lifts sentiment

Indian equities advance for a second session as oil prices soften, but geopolitical uncertainty and supply disruptions continue to limit upside

UBS Global downgrades India stocks to neutral on high oil sensitivity

Stock gauges in energy import-dependent markets such as India and Europe have dropped over 9 per cent since the Iran war started, more than double the decline in the US

Mkts brace for more turbulence as Iran war shows no signs of de-escalation

Escalating conflict, rising oil prices and rupee pressure likely to keep markets volatile as investors turn cautious amid global uncertainty