Page 4 - Market Outlook

Budget 2026-27: Sound math fails to meet soaring market expectations

Union Budget 2026-27 presents a credible and pragmatic fiscal framework amid global uncertainty, but markets sold off as heightened expectations and a surprise STT hike weighed on investor sentiment

Budget 2026 was more strategic than tactical; makes India 'future ready'

Budget 2026 focuses on fiscal discipline, capex-led growth, manufacturing, and AI investments, signalling a strategic shift to make India future-ready, says Jitendra Sriram

F&O STT hike unlikely to deter active traders; markets will come around

The key message from the Budget is clear: fiscal consolidation will continue alongside growth, supported by responsible financial management

Chris Wood trims India exposure; UBS, Bernstein cautious on Indian equities

Besides Wood, analysts at Bernstein and UBS, too, have reiterated their cautious stance on Indian equities. Those at Bernstein cut their rating on India to 'neutral'

Markets await devil in the details in the India-EU FTA: Nilesh Shah, Kotak AMC

From a purely market standpoint, India-EU trade deal is a positive step and clearly in the right direction, Shah said

Budget may not lure FPIs immediately: Somil Mehta, Mirae Asset Sharekhan

India's structural story (demographics, digitisation, manufacturing) is intact despite tactical noise, said Mehta

Budget 2026 likely to be a non-event for the markets: Jio BlackRock AMC CIO

There has been significant representation to the government on Securities Transaction Tax (STT), and that remains something markets are watching closely

Nifty Outlook: Waiting for a rebound? Market experts reckon this

The NSE Nifty has declined over 3 per cent (800 points) from its record high of 26,373 hit on January 5, and is currently seen hovering around the 100-DMA. Here's what market experts have to say.

70% of Nifty 500 stocks in red in Jan 2026: What's next for Indian markets?

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

Markets to stay sideway till US-India sign trade deal: Shreyash Devalkar

A breakthrough in negotiations or clarity on tariff policy could lift sentiment, said Shreyash Devalkar, Head - Equity at Axis AMC

Broader geopolitical risks not fully priced-in, says Trideep Bhattacharya

Indian equities outlook 2026: Trideep Bhattacharya of Edelweiss MF decodes geopolitical risks, Budget 2026 expectations, sector winners, consumption revival and portfolio strategy

Nifty50 outlook: Here's why 25,817 is key level to watch out for on charts

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.

Emkay sets Nifty 2026 target at 29,000; sees select SMIDs generating alpha

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

Market outlook, Jan 7: Nifty seen trading between 26,000 to 26,400

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

Why investors should stop predicting markets in 2026: Deepak Shenoy answers

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

Will Sensex hit 100,000 in 2026? Here's what market experts, charts suggest

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.

Vijay Kedia on the biggest investment mistake of 2025 and lessons for 2026

As we move into 2026, markets are likely to become far more selective. The phase when almost every stock rose together is over

India vs global markets: Will 2026 reverse AI-led underperformance?

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: Earnings, Budget, FII flow, trade deal to drive stocks

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

Smallcap index set for worst show in 7 years; time to cherry-pick?

Most small-cap stocks, according to analysts, were richly valued in CY25 after their sharp run in the last two calendar year