Indian stock markets start 2026 on a weak note, with 70 per cent of Nifty 500 stocks in red amid FII selling, global uncertainty, and tariff worries
A breakthrough in negotiations or clarity on tariff policy could lift sentiment, said Shreyash Devalkar, Head - Equity at Axis AMC
Indian equities outlook 2026: Trideep Bhattacharya of Edelweiss MF decodes geopolitical risks, Budget 2026 expectations, sector winners, consumption revival and portfolio strategy
The Nifty is seen quoting below its short-term moving averages, and today testing the key supertrend line support, shows the daily charts. Here are the key levels for the index.
In the worst-scenario, though, Emkay Global warns that Nifty may hit 25,000 in Q1-2026. Rupee weakness, and US tariff uncertainy remain key risks
According to Chandan Taparia of Motilal Oswal, Nifty has broken its higher highs - higher lows formation. Read more to find out Nifty strategy, Bank Nifty outlook, and stock recommendations for today
The world has slowly changed into a format that seems to hate trade - more tariffs, more restrictions on immigration, and, in general, a call to go local
Analysts believe that weakening of AI trade, sustained earnings and return of FIIs can drive the BSE Sensex past the 100,000-mark this year.
As we move into 2026, markets are likely to become far more selective. The phase when almost every stock rose together is over
Will Indian markets outperform global markets in 2026? Analysts weigh earnings recovery, valuations, AI risks to forecast Indian equities outlook for the new year
Market outlook 2026: Looking ahead, Akshat Garg, head of research & product at Choice Wealth, believes calendar year 2026 is likely to be a stock-picker's market
Most small-cap stocks, according to analysts, were richly valued in CY25 after their sharp run in the last two calendar year
The key uncertainty remains the currency, but if that stabilises and growth improves, India can deliver respectable returns, says Christopher Wood, global head of equity strategy at Jefferies.
Mid-caps are poised to lead over large- and small-caps in 2026, driven by double-digit FY27 earnings and FPI inflows, though outperformance margins may narrow, said Vikram Kasat of PL Capital
Corporate earnings growth is expected to sustain in the mid-teens for FY27. If markets follow earnings growth trajectory, we see Nifty around 28,500-30,000 by end-2026, Rungta said
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
After significant outflows around $8 billion overall and $17 billion from equities, FII holdings are at multi-year lows, said Ankur Jhaveri of JM Financial Institutional Securities
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.
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
In an email interview, Yogesh Kalwani says he prefers a mix of largecaps and select mid- and smallcap names, with sector tilts towards BFSI and healthcare