Indian Equities News
Markets have turned, 2026 will be ‘very exciting’ for Indian equities, says Ridham Desai
While the world has been in a ferocious bull market, India has been the outlier. But the country's relative performance has already turned in November, says Morgan Stanley managing director Ridham Desai at Hindustan Times Leadership Summit 2025.
5 min read4 Dec 2025Market outlook: Dalal Street is gearing up for an upswing in 2026 — Here's why
Earnings upgrades are anticipated from Q3 onwards, driven by tax reforms, favourable monsoon conditions, moderated inflation, and accommodative monetary policy. This optimism extends into 2026, as global and domestic risks are expected to moderate.
3 min read1 Dec 2025Nifty 50 hovers near record high — What does 2026 hold for Indian stock market? 5 global brokerages share outlook
As Nifty trades near record highs, global brokerages have begun outlining their projections for 2026, highlighting a mix of optimism, earnings recovery and supportive macro trends.
3 min read21 Nov 2025‘Valuations now palatable’: CLSA predicts return of Indian equities
Indian equities are expected to reach new highs due to soft inflation, strong economic growth, and easing US tariffs. CLSA's Vikash Kumar Jain predicts a recovery in the Nifty50 index, aided by improving foreign investor sentiment and potential trade deal with the EU.
4 min read19 Nov 2025Why is Nifty 50 struggling to break past 26,000 mark? Chakri Lokapriya of LGT Wealth explains
Financial services are likely to be the first to benefit from any economic revival, said Chakri Lokapriya of LGT Wealth. As growth picks up, credit demand and capital flows typically lead the way, he added.
3 min read18 Nov 2025GREED & fear: India still a ‘relative-return disaster’ even as rupee bottoms, says Jefferies’ Chris Wood
Indian equities are struggling in 2025 with significant foreign selling and stretched valuations. Despite this, domestic inflows have prevented deeper losses. Jefferies forecasts improvement in India's macro outlook, but warns of risks from political giveaways and valuation vulnerabilities.
3 min read17 Nov 2025Mint explainer | Why is Sebi cracking down on trading call providers?
Sebi’s action stems from a mounting trail of investor complaints, regulatory violations and instances of outright fraud.
4 min read13 Nov 2025High costs, low awareness plague Sebi's stock lending scheme
Sebi, keen on deepening the cash market, plans to overhaul the over 17-year-old stock lending and borrowing scheme, which allows shorting of a stock. Brokers cite the need to lower costs, and spread retail awareness for the product's success.
6 min read12 Nov 2025India’s bond market remains hard to access for foreign investors: Morningstar
Despite growing global index inclusion and rising participation via the fully accessible route, operational barriers and limited market access continue to deter long-term foreign inflows.
3 min read6 Nov 2025Markets with Bertie: Two Diwali parties and the contrasting faith in overseas returns
Bertie saw anxiety in those young eyes—most of them freshly minted graduates, about to enter the big bad job market. At a mixed group of Bertie’s finance brethren and the missus’s college friends, the topic of discussion of AI, gold and ‘time to go overseas’.
3 min read3 Nov 2025Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared
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