Stock Market Outlook

While Goldman’s upgrade partly recognises India’s catch-up potential after lagging other emerging-market peers by nearly 25 percentage points this year, the firm highlighted that a structural strengthening of fundamentals is under way.

India share market rally may continue; FIIs set to return, macro cues favourable: Quant MF CIO Sandeep Tandon

The sharp market up-move in recent weeks has emerged from a phase of extreme pessimism -- concerns over the rupee, commodities, global trade, and heavy FII selling, said Sandeep Tandon of Quant Mutual Fund.

Sanjeev Prasad turns mildly positive on markets, says FY27 profit growth could hit 17% as earnings stabilise

Corporate earnings have begun to show signs of stabilising after a period of very heavy downgrades over the last 12-15 months, said Sanjeev Prasad, Managing Director and Co-Head of Kotak Institutional Equities.

Trump tariff, Fed stance, DeepSeek: The CEO of this global investment research company breaks it down

Morningstar’s Kunal Kapoor thinks the biggest wild card for global markets over the next few months is Donald Trump’s tariff plan, which has the potential to ripple across most markets and sectors.

Key factors driving Sensex, Nifty recovery today after 3% crash over 6-day losing streak

Indian share markets recovered, with Sensex and Nifty rising after six days of losses, supported by US-Russia peace talks and easing oil prices. India's five-month low CPI inflation also boost RBI rate cut expectations.

Key factors why Sensex crashed 1,000 points, Nifty fell 1.3% today: Trump tariffs rattle markets, FII selling continues

US President Donald Trump's latest tariff salvos hit Indian as well as global markets. Meanwhile, FII exodus from the Indian equities continues, with weakening rupee adding to the selling pressure.

Key factors why Sensex, Nifty rebounded today after yesterday’s crash; inflation eases, global sentiment improves

Sensex and Nifty rebounded on Tuesday, recovering from a seven-month low, as easing inflation, a halt in crude oil prices, and improved global sentiment lifted markets. Gains in Adani group stocks and oversold conditions in large caps also supported the recovery.

Where are Sensex, Nifty headed after today’s crash: Market focus shifts to global cues, Budget, Q3 results

Global cues such as the US economic data and Fed policy expectations, along with domestic factors including the Budget and Q3 earnings will be the key driving forces for benchmark market indices Sensex and Nifty going ahead.

Sensex crashes 850 points from day's high, Nifty ends below 23,650 as FIIs, global cues weigh on markets; Vix up

Sensex crashed over 1 percent from the day's high, while Nifty slipped below 23,650. All NSE sectoral indices traded in the red, except for the Nifty Pharma index. Global cues also weighed on sentiment, and analysts expect the markets to remain under pressure.

Mid-day mood: Sensex recovers from day’s low, Nifty climbs above 23,900; banking stocks drive rebound

Banking stocks drove a mid-day rebound in Sensex and Nifty, while auto and IT sectors lagged. Adani Enterprises surged, with Wipro leading laggards. Persistent concerns over FII outflows and rupee weakness remain.

Mid-day Mood: Sensex, Nifty turn flat, erase morning gains amid thin volumes, year-end consolidation; Vix up 6%

Sensex and Nifty turned flat by midday Thursday as early gains faded amid thin volumes and cautious trading ahead of the year-end and F&O expiry.

Sensex, Nifty jump 1% today after steep 5-day fall; global cues among key factors behind markets bouncing back

The rally in Sensex and Nifty today was driven by positive cues from global markets and a slight moderation in the US inflation data. Markets will now watch FIIs buying and selling for a sustained direction.

Sensex crashes 4,000 points in 5 days, Nifty sheds 5% as Fed caution weighs; key factors behind market fall

The selloff in Nifty and Sensex has been driven by hawkish signals from the US Federal Reserve, relentless FII selling, and concerns over high valuations. Sluggish corporate earnings growth and breach of technical support levels have further soured investor sentiment.

Gift Nifty tumbles over 340 points as Fed turns cautious on rate cuts; Nifty, Sensex set to extend 3-day fall?

Nifty and Sensex are set to extend losses as the US Fed’s cautious stance on rate cuts adds to domestic pressures like a weakening rupee and stretched valuations. Gift Nifty on IFSC fell nearly 1.5 percent this morning, following a sharp sell-off in the US equities overnight.

Why Nifty lost 600 points in 3 days ahead of US Fed decision, and how markets may move till next RBI MPC meet

The recent market decline is driven by profit booking after a sharp 6-7 percent rally and investor caution ahead of the US Fed decision, with 24,000 on Nifty seen as a critical level for an upside bias.

Why Sensex fell over 1,100 points, Nifty crashed below 24,350 today: US Fed jitters, weak rupee among key factors

Heavy selling pressure in finance, metal, FMCG, and IT shares, coupled with weak global cues and a falling rupee, weighed on market sentiment today, dragging Sensex and Nifty down more than 1 percent each.

Sensex, Nifty rebound from sharp losses as value buying lifts sentiment; all eyes on Fed policy, data ahead

Share market rebound came amid easing inflation and resilience in key sectors, though investors remain cautious ahead of next week’s US Federal Reserve policy meeting and domestic macroeconomic releases.

What will happen to Sensex, Nifty if RBI Governor Shaktikanta Das doesn't cut repo rate today?

Markets are eyeing a liquidity boost from RBI monetary policy, keenly watching if Governor Shaktikanta Das-led Monetary Policy Committee will opt for a repo rate or cash reserve ratio cut amid signs of an economic slowdown.

Sensex jumps above 82,000, Nifty soars past 24,750 today; key factors why markets rebounded ahead of RBI policy

The rebound in Sensex and Nifty was largely driven by strong buying in heavyweight stocks across sectors, with IT majors leading the charge. Easing selling pressure from FIIs helped.

Why has Sensex jumped over 1,100 points in 2 days despite GDP shocker? Nifty nears 24,500

Experts believe that last week’s GDP disappointment has been largely priced in by the markets. NSE Nifty 50 topped 24,400 today, while BSE Sensex gained 600 points intraday.

Sensex, Nifty ignore GDP woes for now, look to RBI action for next cues; investors move to low volatility bets

Experts said that the market appears to have discounted the weak economic growth beforehand, taking cues from Q2 corporate financial results. Now, the markets will closely watch RBI Governor's upcoming speech for insights into the mid-term policy approach.

GDP slowdown looms on market outlook even as bulls lift Sensex, Nifty 1% today; investor focus may turn to RBI

While the weak GDP data is expected to dampen the market sentiment in the immediate term, experts said it could also have potential implications on monetary policy easing and broader investor confidence.

Bulls return on D-St, lift Sensex up 800 points, Nifty above 24,100; key factors why markets jumped today

The recent correction in Indian equities has made valuations more reasonable, encouraging selective buying. Also, the structural undercurrent from domestic investors remains strong, offsetting FII selling.

RBI MPC: Status quo on repo rate likely; what does it mean for equity markets?

RBI Monetary Policy Meeting (MPC) is underway, and the outcome will be announced on October 6.

Vikas Garg of Invesco Mutual Fund expects repo rate at 6% by December, says inflation to stay elevated

We believe supply side disruptions, geopolitical tensions, commodity prices & improving domestic demand conditions pose risks to inflation outlook, while the growth seems to be fairly supported by domestic factors.