he Indian stock market on Friday closed in the red as the benchmark indices Sensex and Nifty declined over 1 per cent. The indices were dragged by heavy selling in information technology (IT) shares.
Speaking to ANI, Franklin Templeton India, led by President Avinash Satwalekar, on Thursday, expressed a constructive outlook for Indian equities in 2026, driven by an expected recovery in corporate earnings, 10-15 per cent in 2026 and to improve further in 2027, after a "pretty rough going"
India-US trade deal is expected to provide a significant boost to Indian equities, with foreign portfolio investor (FPI) equity outflows likely to reverse and several key sectors poised to benefit, noted a report by Antique Stock Broking.
Global investment bank Morgan Stanley has reiterated a constructive view on Indian equities following the Union Budget, placing an overweight stance on Financials, Consumer Discretionary and Industrials, according to its latest report.
The report highlighted that Indian equities are facing growing disruption threats across sectors, while Indian companies have not made meaningful investments to counter these challenges.
Indian benchmark indices open on a flat to negative note on Tuesday, reflecting a cautious sentiment across domestic markets. According to the indices, the Sensex traded at 83,224.93, down by 21.25 points or 0.03 per cent, while the Nifty 50 stood at 25,574.55, declining 10.95 points or 0.04
Foreign portfolio investors from the United States and several European countries have continued to raise their investments in Indian equities. In contrast, investors from Singapore, Mauritius, and the UK accounted for the largest outflows during CY25, according to a report by ICICI Securiti
According to Bernstein, 2026 brings no new tailwinds to Indian equity markets. By definition, a Neutral rating means that returns on investments are likely in line with broader market returns.
The Nifty 50 index is expected to deliver only around 7.6 per cent returns by the end of 2026 as India enters the year as one of the most expensive equity markets globally, according to a report by Bernstein.
Indian equities are positioned for further upside in 2026, supported by resilient economic growth, improving earnings visibility and supportive domestic policy dynamics, according to a report by Morgan Stanley.
Strong demographics, political stability and rising manufacturing exports make India one of the most compelling long-term equity stories globally in 2026, highlighted a report by Mackenzie, a global asset manager.
The broader macro environment for Indian equities appears stable as one look ahead to 2026, according to a report by ICICI Prudential Alternate Investments. Corporate balance sheets are healthier, and early signs of an earnings recovery are becoming more visible across sectors, it has assert