Market Outlook

We used the March stock market crash to deploy funds: Kashyap Javeri

India Inc's Q4FY26 earnings have largely met expectations, supported by steady demand trends. However, rising commodity prices and geopolitical risks could pressure margins in coming quarters.

Oil above $100, Iran war drags: Should investors 'Sell in May' or stay put?

Is "Sell in May" relevant for India? Analysts say no as earnings strength, valuations, and April's rally support staying invested despite high crude oil prices and Iran war risks

'Sell in May' not a good approach in 2026, says tech analyst Ajit Mishra

Nifty may remain rangebound in near-term; investors may prefer a calibrated strategy - staying invested while selectively booking profits in overheated stocks, says Ajit Mishra of Religare Broking.

BSE Small, Midcap indices set to post best monthly rally in 12 years

Among 1,262 stocks from the BSE Smallcap index, over half, or 734 stocks, outperformed in April by recording more than 20 per cent return, data shows.

Gut triumphs data in spotting multibaggers, says Harini Dedhia of Tamohra

While that may be the case for some, investing outside of the large-cap universe, or rather companies that haven't hit maturity, is more guided by intuition or feeling rather than by calculations

Iran war completes 2 months: Nifty targets cut amid oil, inflation risks

Brokerages have cut Nifty targets by around 4% per cent since February 28 as Iran war keeps oil prices high, raising inflation, GDP, and earnings concerns for Indian stock markets

Nifty outlook, April 29: Key levels; RIL, OIL among top trading ideas today

Nifty closed below 24,000 on Tuesday after sharp intraday reversal. HDFC Securities sees 24,197 as resistance, and 23,800 as support level

'What investors should do now depends more on temperament than market view'

Markets are reasonable but not cheap: Kalpen Parekh of DSP Mutual Fund flags risks from geopolitics, flows, and inflation; urges disciplined investing

JP Morgan downgrades India to neutral amid earnings woes, lack of AI plays

JP Morgan's 2026 year-end bull / base / bear case targets for the Nifty 50 stand at 30,000 / 27,000 / 20,500 levels, respectively.

Nifty outlook: Positive bias intact; Ajit Mishra suggests 3 stocks to buy

Nifty may consolidate with support at 24,000-24,200, says Ajit Mishra. Top stock picks for today: Federal Bank, NTPC, JSW Energy.

I've turned bullish on the markets after a long time: Andrew Holland

Andrew Holland, head - new asset class, Nippon India Asset Management in a Q&Q with Puneet Wadhwa says that the markets are assuming that the West Asia conflict won't be prolonged.

Mark Mobius was an icon, a brand in his own capacity, says Raamdeo Agrawal

Veteran investor Mark Mobius, who put emerging markets on the global map, has passed away-here's how Raamdeo Agrawal remembers him and the key lessons for investors.

Why do FPIs keep selling? From high valuations to a changed narrative

Foreign Investors are now seriously underweight India, with ownership at a 15-year low

Watch out for 24,000 level on the Nifty; market structure weak: Analysts

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

Stock market outlook: Why analysts say this isn't 'buy on dips' market yet

Indian markets have rebounded in April, with Nifty50 rising nearly 3 per cent this month. Analysts, however, say sentiment remains cautious. Here's why it's not yet a broad-based buy-on-dips phase

Muted market return may temper SIP growth: Mythili Balakrishnan

Geopolitical tensions, rising crude prices, and sustained FII outflows are reshaping the outlook for Indian equities. Mythili Balakrishnan shares views on market direction and investment strategy

Market swings ahead, fundamentals provide anchor: Analysts map FY27 path

Improving valuations and a projected earnings recovery of 13-15 per cent, analysts believe, are expected to sustain the long-term investment case

FY27 outlook structurally optimistic as crude prices ease: Analysts

The outlook for Indian markets in the next fiscal year remains structurally optimistic once geopolitical tensions subside and crude oil prices stabilise, analysts said, even as domestic equities ended FY26 on a bearish note, with Sensex plunging 7 per cent. In 2025-26, the BSE benchmark plunged 5,467.37 points, or 7 per cent, and the NSE Nifty dropped 1,187.95 points, or 5 per cent. The year was dominated by global macro uncertainty, persistent geopolitical tensions, elevated crude prices, and aggressive FII (Foreign Institutional Investors) outflows, which collectively capped upside momentum, an expert said. Markets have been reeling under the immense pressure ever since the West Asia conflict began, creating chaos, rattling energy markets globally and generating a risk-off environment. This month alone, the BSE benchmark crashed 9,339.64 points, or 11.48 per cent, since the beginning of the West Asia conflict on February 28. "The current bearish trend is largely externally drive

Stocks, real estate, bonds, gold, silver, oil: Where to invest in FY27?

Here's how leading analysts expect FY27 to play out for different asset classes and suggest an ideal investing strategy.

Markets betting on TACO moment in West Asia conflict, says Chris Wood

After a five-day pause until Friday, US President Donald Trump announced that he is delaying planned strikes on Iran's power plants at Tehran's request, signaling a temporary easing of tensions