Indian Equity Markets

Renewed West Asia hostilities triggered a broad sell-off, erasing ₹5.48 trillion in BSE market cap as benchmark indices hit 10-month lows. While oil-sensitive sectors face margin compression, analysts suggest current valuations offer long-term entry points despite rising volatility.

Stock market outlook: Market analysts expect Nifty 50 to remain above 21,000 despite geopolitical tensions and rising oil prices. A potential 10-12% correction is anticipated, but strong domestic flows may prevent a significant drop.

Dr Ravi Singh of Master Capital Services recommends not deploying all the money at one go. A staggered approach over the next few months can help manage volatility better, he said.

With nearly ₹30,000 crore flowing in monthly through SIPs, domestic mutual funds are emerging as a stabilizing force, even as foreign investors turn net sellers again.

The Indian stock market began on a positive note, with both Sensex and Nifty 50 showing gains. Analysts recommend a buy-on-dips strategy as long as Nifty 50 holds above 24,960, with a favorable outlook for banking and metal sectors.