Indian Markets

Veteran investor Mark Mobius outlines his 2026 outlook, calling India the number one emerging market with a target allocation of 30%, focusing on software and hardware. While warning of an AI bubble and shying away from Indian banks, he remains bullish on gold, seeing a potential for $5,000.

Can shares of PSU lenders keep their mojo after a stellar six-month rally?

The Nifty PSU Bank index has risen 33 percent in six months, outpacing broader markets, as investors cheer strong earnings and hopes of policy action, however, analysts believe the next leg of gains could be more selective

Sensex gains 300 pts, Nifty above 25,600; FMCG stocks lead gains, metals under pressure

Sensex and Nifty started firm, boosted by M&M and Britannia earnings, even as FII selling and weak metal stocks kept gains in check.

Sensex tumbles 500 pts, Nifty slips below 25,600; IT, metal stocks underperform

While consumer durables held steady, most sectors dragged, even as analysts see room for incremental buying in the ongoing consolidation phase

India’s pandemic-era valuation premium over EM peers falls below the decade average in 'healthy reset'

MSCI India index’s P/E premium over MSCI EM fell to 55 percent in October 2025, slipping below its 10-year average of 79 percent, said a note by Motilal Oswal.

Nifty set for a quiet start amid mixed global cues - key levels to track on November 3

Analysts see Nifty trading in a narrow band this week as investors focus on auto sales data and key earnings from SBI, Bharti Airtel, Titan, and Tata Chemicals.

MC Exclusive: Sunil Singhania on the Wealth Formula: High tariff not base case; second half earnings could surprise on low expectations

While September will “optically look good” given the weak base last year, December and March should see a significant turnaround, according to the veteran fund manager.

From status quo to 50 bps rate cut: Three scenarios for Indian stock markets that will depend on Fed decision

Some analysts opine that a 25 bps rate cut by the US Federal Reserve should be expected, while others hint at a bumper 50 bps cut.

Sensex, Nifty hold modest gains; SBI sparks PSU Bank rally after steady Q1 results

Indian markets traded with modest gains on August 11, lifted by banking, auto, and realty stocks, as upbeat SBI results spurred PSU Bank buying.

S Naren’s Big Bet: From China to Brazil, the next big boom isn’t in India or the US

Ex-US, ex-India markets are primed for a comeback, but a $7 billion ceiling blocks mutual fund access — and Naren says lifting it could unlock huge gains for Indian investors

Prashant Khemka on Trump tariff uncertainty: Negotiation tactic, India will come out fine

2025 will remain a “normal” year; remain fully in invested, as always, said the founder of WhiteOak

Trump's 25% tariff and penalty a negotiation tactic, real levy seen at 15%, says Ajay Bagga

Ajay Bagga believes the US’ 25% tariff threat on Indian exports is a maximalist negotiating tactic that will likely settle closer to 15%. While exporters may face pain, domestic-focused sectors is the way to go.

India's low-inflation story at risk if crude prices see sustained rise: Kranthi Bathini of WealthMills Securities

From the risk of surging crude prices to rising Middle East worries, Bathini lays out how global tensions could shape inflation, policy moves, and investor strategy in the weeks ahead

Jefferies adds Bharat Electronics, Ambuja Cements in Model Portfolio; drops Shriram Finance

Jefferies has revamped its model portfolio with bets on Bharat Electronics and Ambuja Cements, while removing Coal India and Shriram Finance

Pahalgam terror attack: Market experts flag retaliation as potential trigger for near-term volatility

Market experts believe the sentimental impact on equities is likely to remain minimal, as the ongoing rebound from April lows continues to hold strong

Can Donald Trump's 90-day tariff truce bring risk-on sentiment back for real?

Analysts pointed out that Trump’s unpredictable trade policy lacks the stability needed to draw investors back to riskier assets

Negative start likely for Dalal Street amidst sharp selloff in US markets, Asian markets

All three major indices on Wall Street drifted into the red, surrendering a portion of the impressive gains from the prior session

India VIX hits 5-year high amid trade war jitters, experts warn of wild swings ahead

Unless the VIX cools off to levels around 18, market experts believe volatile swings in the markets could be the new norm

Mark Matthews says "discounted" tariffs provide India trade advantage, minimal earnings impact

India's position remains relatively stronger compared to Asian counterparts like China, Vietnam, and Sri Lanka—who received much higher tariffs, says Matthews

Prashant Jain says FPI selling is opportunity, not risk

Jain expects Nifty to compound in the low double digits over the next three to five years

Jefferies' Mahesh Nandurkar explains why the market correction might be near its end

Nandurkar sees the best risk-reward in lenders—banks and lending NBFCs, largely driven by their discounted valuations. He also remains optimistic on power, autos, real estate, and discretionary consumption plays.

Rajeev Thakkar of PPFAS Mutual Fund bullish on private lenders for 2025

Reflecting on past market cycles, Thakkar highlighted how excessive liquidity led to irrational exuberance and hyper-competition across sectors

From Covid-19 to Trump's tariffs, disruptions keep creating new market leaders: Amit Jeswani

Jeswani highlighted that US President Donald Trump's trade policies could be the biggest game-changer, ultimately paving way for new market leaders

Govt's STT collection won't be even 50% of FY26 estimates amid market correction: Zerodha's Nithin Kamath

'We are seeing degrowth in the business for the first time since we started 15 years ago,' says Kamath

Short call | Is the worst of earnings downgrades behind for India Inc? Nazara Tech, Senco Gold in focus

"The greatest gains in the market have been made by simultaneous increase of earnings along with increase in P/E" - Thomas Phelps