NIFTY EARNINGS GROWTH
HSBC, Citi turn bullish as Indian stocks draw record inflows
Global banks are turning more positive on Indian stocks, indicating potential for continued growth and record foreign inflows. Recent data shows that India’s benchmark index surged nearly 8% this month, marking its best performance since mid-2022. As foreign investors shift back to Indian equities, analysts expect significant inflows and improved earnings growth in the coming fiscal years. Falling oil prices are also projected to support corporate profits and economic stability.
How rising bond yields and interest rates are putting pressure on stock market valuations
Higher yields boost safer investments’ appeal, pressuring equity valuations despite earnings recovery. Equities are riskier than sovereign bonds. If a virtually risk-free government bond pays 7.4%, investors won’t settle for the same return from volatile stocks they accepted when bonds yielded 5% or 6%.
Samvat 2083 outlook: 8 triggers that could turn Sensex, Nifty correction into a rally by next Diwali
Indian equities enter Samvat 2083 after a correction that has made valuations more attractive, but a sustained rally will depend on several triggers. Falling crude oil prices, easing inflation, an earnings recovery, FII buying, an India-US trade deal and continued domestic liquidity could shape the market's trajectory over the next year.
Bumper returns is the call! How can investors make money in Samvat 2083 after a year of stagnation?
After a rough year marked by heavy FPI outflows, geopolitical tensions and soaring crude prices, Indian equities staged a sharp pre-Diwali recovery. Easing oil prices, renewed foreign buying and improving corporate earnings have revived hopes for Samvat 2083. However, concerns over midcap and smallcap valuations, global uncertainty and uneven earnings growth could make the recovery challenging.
Sensex, Nifty end Muhurat Trading session in red for first time in 9 years. Are the bulls losing steam?
Sensex and Nifty erased all early gains and closed in the red following the Muhurat Trading session on Sunday, marking the first time the benchmark indices ended with losses during the special Diwali session in 9 years.
Market may deliver bumper returns by next Diwali as valuations and earnings align, says Raamdeo Agrawal
Indian equities enter Samvat 2083 on a strong note, with Nifty surging 8.6% last week and reclaiming 25,000. Motilal Oswal Chairman Raamdeo Agarwal cites improving earnings, ₹45,970 crore in FPI inflows, stable currency and easing global pressures as potential drivers.
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PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horses
HDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 2083. He favours largecaps for valuation comfort, highlights selective stock opportunities and urges investors to prioritise earnings visibility and disciplined asset allocation.
How to invest this Diwali: ICICI Prudential AMC’s Chockalingam Narayanan shares his Samvat 2083 playbook
As investors prepare for Samvat 2083, the focus is shifting towards companies with strong earnings and cash flows. ICICI Prudential AMC suggests that the market is valuing current earnings more than distant growth predictions. The recovery in IT stocks may signal changing technology spending trends, but caution is advised. Opportunities in India's manufacturing and investment landscape could arise from supply-chain diversification and new trade agreements.
D-Street just 5% away from highs with a 10% bounce from lows
The rupee has shown a significant recovery, closing at 93.90 this week, its best level since April. Recent drops in oil prices have alleviated inflation concerns and supported the local currency. Simultaneously, foreign portfolio investors have made substantial net purchases in Indian equities, contributing to market stability. Indian equity indices have also rallied over 10% from recent lows, showing strong earnings.
Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy
As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations. Meanwhile, although mid- and small-cap sectors may face hurdles, the cement industry might see unexpected margin improvements.
Diwali 2026 wealth creators: 8 BSE 500 stocks shrug off market weakness, deliver up to 191% returns; do you own any?
Eight BSE 500 stocks more than doubled investors’ wealth since Diwali 2025, led by Aditya Infotech, HFCL and Welspun Corp. As Samvat 2083 begins, brokerages expect earnings-led growth, favouring selective investments across banking, manufacturing, consumption, exports and technology amid valuation concerns.
D Street lights up, ends Diwali week with a firecracker of a Friday
Indian stocks witnessed impressive growth, with the Sensex and Nifty surging over 2%, defying declines in Asian markets. This robust rally is fueled by strong corporate earnings coupled with declining crude oil prices, boosting investor morale significantly. Over the recent weeks, foreign portfolio investors have surpassed net purchases of $4 billion, enhancing the positive outlook.
Nifty soars 11% in 10 days, but why is your portfolio not moving up?
Nifty surged 10.75% in 10 sessions, crossing 25,000, but gains remained concentrated in large-cap stocks. Foreign investor inflows boosted heavyweight shares, while midcap, smallcap and microcap indices continued declining, disappointing retail investors.
Why did market rally today? Sensex ends 1,718 pts higher, Nifty reclaims 25,000 as D-Street concludes bumper week. 4 factors behind today’s gains
In a surprising turn of events on Friday, both Sensex and Nifty soared by more than 2%, contrasting with the downturn seen in global markets. This upward movement was sparked by a historic influx of share purchases by foreign investors, emphasizing their belief in India's financial potential. Mahindra & Mahindra shone bright with robust earnings information, though broader markets faced challenges.
Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?
Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 earnings, attractive valuations and a global shift away from AI-linked stocks supported the rally. The key question now is whether renewed buying can sustain the market's recovery.
Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad Madon
Largecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn to businesses with stronger balance sheets, credible management and sustainable earnings growth, according to TCG AMC’s Shahzad Madon.
Rs 10 lakh to invest this Diwali? Why experts favour largecaps and debt for a 5-year horizon
As investors gear up for Diwali, allocating ₹10 lakh thoughtfully is pivotal. Experts highlight large caps and debt instruments as primary focuses, while midcaps and smallcaps demand meticulous evaluation due to their inflated valuations. Gold serves as a protective asset, and involvement in international equities should be limited. Crafting a diversified portfolio built on robust fundamentals is essential for long-term success.
Rs 40,000 crore in 13 days! Is the great FII reversal finally here to save Nifty bulls?
Foreign institutional investors have pumped nearly Rs 40,000 crore into Indian equities in 13 trading sessions, raising hopes of a sustained reversal after months of heavy selling. Falling crude oil prices, improving corporate earnings, attractive valuations, a weaker dollar and expectations of an LTCG tax cut are driving the renewed optimism.
Upbeat earnings bolster case for India stocks as Asia wavers
Indian equities are outperforming Asian peers, supported by stronger-than-expected corporate earnings, improving valuations and renewed foreign investor inflows. September-quarter profits rose 20% among major companies, boosting market sentiment. However, elevated oil prices, currency pressures and slower earnings upgrades remain key risks to sustaining the rally.
15 stocks to bet on as Indian markets look to rebound in Samvat 2083
Investors are entering the new Hindu calendar year with renewed optimism for Indian equities. Easing valuations, steady earnings growth, and improving foreign inflows are contributing to this positive outlook. The Nifty and Sensex have declined by about 8% in the previous year. Brokerages have compiled 15 stock ideas expected to outperform in the upcoming Samvat 2083. This presents potential opportunities for investors looking to regain momentum.
Diwali 2026: Will Sensex, Nifty reclaim their peaks or scale new highs? Analysts map the road ahead
Market analysts are tentatively optimistic about Indian equity markets seeing a resurgence in the next financial year. Expectations suggest that both the Sensex and Nifty may rise to their past peak levels by Diwali 2027, driven by improving corporate profitability. While favorable valuations and steady domestic investments bolster this outlook, global uncertainties like inflation, interest rates, and oil prices could pose challenges.
Record-breaking FII selling may have peaked, says Nomura. Why the Nifty target could rise
FIIs may be nearing the end of their record selling spree in Indian equities as outflows ease, earnings beat expectations and valuations fall below post-pandemic averages, according to Nomura. Foreign investors sold around $8.8 billion since September 15, although the pace has moderated. Meanwhile, companies in Nomura’s BSE 200+ universe reported 34% year-on-year profit growth, beating consensus estimates by 18%.
Nifty's Diwali-to-Diwali slide: Will year-end gains light up Dalal Street?
The Nifty index has faced notable drops over the last year, heavily impacted by foreign investor outflows and surging crude oil prices. Experts indicate a chance for a year-end comeback, dependent on better corporate earnings and domestic investments. Nevertheless, ongoing volatility and geopolitical strains might limit market advancements in the next few months. The September-quarter earnings season hints at improvement, potentially raising investor confidence.
FPI holding hits multi-year lows in 70% of top 100 Indian companies
Foreign investors have significantly reduced their holdings in nearly 70% of India's leading companies in recent years. Major firms, including banks and IT sectors, are seeing foreign ownership decline to multi-decade lows. This decrease in foreign investments mirrors diminished expectations for growth in India relative to other global markets. Although some companies experience slight increases in foreign ownership, they still remain at historical lows.
Cheap stocks aren’t enough: The one trigger FIIs need to return to India
FIIs have pulled nearly $64 billion from Indian equities over the past two years, marking the longest and deepest sell-off in two decades, according to JM Financial. Despite cheaper valuations and an improving earnings outlook, foreign investors remain on the sidelines, with a sustained decline in crude oil prices emerging as a key trigger for their return.
FII retreat deepens: Almost every second Nifty stock sees stake cuts in all 3 quarters of 2026
This year has seen Foreign Institutional Investors (FIIs) divest nearly ₹3 lakh crore in Indian equities, causing a significant reduction in their stakes. As a result, FII ownership has declined in about half of the Nifty stocks over the past three quarters. Meanwhile, Domestic Institutional Investors (DIIs) have increased their equity holdings, reflecting a change in market dynamics amidst frequent foreign sell-offs.
Indian stocks may recover on steady growth and earnings, Axis AMC says
Indian stocks are expected to recover in the financial year due to strong earnings and economic growth. The Nifty 50 index has decreased significantly after years of gains, partly due to global issues. The fund manager emphasizes that foreign fund outflows do not indicate a decline in India's growth prospects. Certain sectors like AI, energy, and domestic manufacturing are highlighted for potential investment.
November could favour bulls, but macro headwinds cloud outlook
In November, investors are optimistic about Indian equities due to ongoing festive celebrations and better-than-expected corporate earnings. While the Sensex and Nifty boasted gains in October, other market indices saw declines. However, potential threats such as rising crude oil prices and global uncertainties remain. A noticeable surge in purchases by foreign portfolio investors signals renewed interest in Indian stocks.
Diwali blues: 83 largecap stocks plunge up to 60% since Samvat 2082. Can bluechips light up D-Street in the new year?
Indian equities enter Samvat 2083 after a volatile year and a sharp market correction. While lower valuations have improved the risk-reward profile of several stocks, persistent FII outflows, elevated crude oil prices and global uncertainties remain key concerns. Strong domestic fundamentals and earnings growth could support markets, but returns will increasingly depend on stock selection, valuations and earnings delivery.
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