Page 4 - Market Lens

Muted FY26 to fuel strong FY27 sales, profit rebound for India Inc: CLSA

After two strong years followed by a prolonged stretch of mid-single-digit revenue growth, India Inc. may be on the cusp of a more robust earnings cycle, analysts said.

Bulls can take Nifty 24% higher to 32,032 levels by Dec 2026: Kotak Sec

Combined with persistent fiscal deficits, slower global growth and rising geopolitical concerns, suggest gold is entering a 'higher-for-longer' regime, and may scale $5,000 over the next year, it said

Food-delivery major Swiggy launches ₹10,000-crore QIP; book fully covered

At the indicative price, the company could issue about 269.5 million new shares, representing roughly 10.8 per cent of its pre-issue equity base of 2.49 billion shares

ICICI Pru AMC sets price band for IPO, seeks ₹1.07 trillion valuation

ICICI Prudential AMC has fixed a ₹2,061-₹2,165 price band for its ₹10,600-crore IPO, an OFS by Prudential. The issue opens Friday and implies a ₹1.07-trillion valuation

DBS flags 3 top risks to global markets in 2026; US tech correction looms

According to DBS, the first risk is a sharp correction in US equities, particularly in tech stocks linked to the AI investment wave.

Nifty SmallCap tests 200-DMA; analysts see more pain ahead for the index

The Nifty SmallCap 100 index has shed 7 per cent thus far in 2025 amid liquidity constraints as analysts believe retail investors have preferred IPOs over smallcap stocks.

Sensex falls 800 pts, Nifty below 26k: Why are stock markets falling today?

The BSE Sensex tumbled 803 points in the intraday to hit a low of 84,909, and the NSE Nifty50 also slipped below the 26,000 mark in the intraday to hit a low of 25,902.95

Hinterlands in the lead: Little places, big paces in mutual fund growth

Small towns, big moves: B30 assets jump 23%, leaving T30 growth of 14% in the rearview

RBI responded to economic data; markets to remain range-bound: Analysts

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

Gold price forecast 2026: WGC sees up to 30% rise amid flight to safety

On the downside, gold prices, WGC said, can slip 5 per cent to 20 per cent in CY26. For that to happen, Donald Trump's policies need to succeed, resulting in stronger-than-expected growth.

Largecaps to outperform in 2026 as SMID valuations look stretched: BofA Sec

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Largecaps to outperform in 2026 as SMID valuations look stretched: BofA

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Largecaps to outperform in 2026 as SMID valuations look stretched: BofA

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Largecaps to outperform in 2026 as SMID valuations look stretched: BofA

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

This $48.7 billion in AUM fund manager bets on Indian equities for 2026

After a cyclical slowdown in 2025, wrote Gustavo Medeiros, head of research at Ashmore Group in a 2026 market outlook report, macroeconomic indicators in India are looking increasingly positive.

Retail investors sell ₹23,000 crore in two months as markets rally

The retreat from direct equities contrasts with continued inflows from domestic institutional investors

Rupee hits 90-mark against US dollar: Why, outlook and market strategy here

Dollar outflows from FPIs, trade deficit probably widening with export growth slowing down, and the trade deal with US is still not on the table are the three main reasons why the rupee is falling

Debt repayment, capital expenditure: How IPO proceeds are being utilised

data on 189 IPOs where information is available show that the total amount to be raised through fresh equity was Rs 1.20 trillion, with another offer for sale (OFS) component being Rs 62,000 crore

Nifty Bank rejig trims HDFC and ICICI Bank heft; shares fall 1.25%

Outflows of over $300 million each

Nifty50 to hit 29,300 by end-2026? Nomura lists top 20 stock picks

Nomura expects Indian markets to trade in the range of 20-22x one-year forward earnings, assuming risk premia remain low.