Page 3 - Indian Equities

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

Indices see worst fall in 21 months as crude shock triggers selloff

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

War-driven selloff erodes $447 bn off India mcap, close to Covid crash

Even as a crude-laden Indian tanker sailed safely from UAE's Fujairah and Tehran claimed Hormuz is closed for its 'enemies', the war continues to rattle many sectors

Selling pressure likely to worsen as indices breach key support levels

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

Iran strikes keep markets on tenterhooks as West Asia conflict escalates

Sensex and Nifty fall for a second straight session as escalating Iran-linked attacks push crude prices near $100 a barrel and raise fears of prolonged disruption in oil supplies

Household equity ownership rises by ₹10 trillion during April-December

Indian households added nearly ₹10 trillion to equity holdings in FY26 so far, taking total ownership close to ₹88 trillion amid a structural shift in savings

KKR sees India nearing inflection point in equities, private markets

CIO Henry McVey expects stock markets to do well in the second half

Sentiment towards India more favourable than month ago: Abhiram Eleswarapu

After prolonged underperformance, India is regaining appeal among emerging markets as trade overhangs ease, foreign inflows return, and earnings show early signs of recovery

Recent trade deals are a relief, but high valuations remain a headwind

Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism-especially in smallcaps-can turn into a sustained bull run

Benchmarks see best day in over 8 months after India-US trade deal

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