Samvat 2082 is here, but what does it mean for Indian equities? From cautious optimism to sector-wise opportunities, we break down what investors can realistically expect this year.
Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082
But log fresh 1-year highs in muhurat session
With inflation easing and rate cuts on the horizon, bond yields may soften while the rupee steadies as trade negotiations with the US shape market sentiment
Pickup in earnings growth and sustained foreign flows hold key
At 1:48 PM, Unimech Aerospace share price was trading 3.13 per cent higher at 970.15 per share. By comparison, BSE Sensex was trading 0.29 per cent higher at 84,607.02 levels.
Muhurat Trading: The special one-hour Muhurat session, considered a symbolic start to the Hindu calendar year (Samvat 2082), will be held between 1:45 PM and 2:45 PM today on both the NSE and BSE.
Benchmarks rise for fourth straight session led by Reliance; analysts expect indices to scale new peaks early in Samvat 2082 on strong earnings momentum
Global tariff disputes and foreign outflows pressured the rupee, while RBI's 100-basis-point rate cuts and liquidity measures helped bond yields soften during the year
As the markets light up this Diwali, leading brokerages have revealed their top stock recommendations for Samvat 2082, the Hindu New Year on Dalal Street.
Indian equities enter Samvat 2082 amid risks from US tariffs, high valuations, FII outflows, fiscal pressures, and geopolitical tensions, even as earnings recovery offers long-term optimism
BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years
Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said
Key triggers for the upcoming Samvat include a broad-based consumption from GST 2.0, urban demand recovery, festive tailwinds, and an earnings acceleration
Leading the list is GNG Electronics (Target: ₹482 | Upside: 52%), named by Nirmal Bang, which expects robust growth as the company benefits from the govt's 'Make in India' thrust on electronics mfg.
Nitin Bhasin of Ambit Institutional Equities expects consolidation in Indian equities through Samvat 2082 amid earnings normalisation and rising risks.
Stocks to buy for Diwali 2025: Bajaj Finance, Adani Power, Swiggy, SAIL, MRPL among 10 stocks that can rally up to 44% as per charts in Samvat 2082; here's a detailed outlook.
Muhurat trading 2025: The National Stock Exchange (NSE) and the BSE will conduct a special Muhurat trading session this year on Tuesday, October 21, 2025, to mark the festival of Diwali
Among the Nifty 500 constituents, Tejas Networks (down 56 per cent), Praj Industries (down 54 per cent), and Vedant Fashions (down 52 per cent) were among the worst hit
Data shows that over half of the mainboard IPOs (49 out of 97) are currently trading below their listing price, reflecting weak post-listing performance