Markets signaling a broader base for upside; positive on financials, says Devarsh Vakil of HDFC Securities

Devarsh Vakil, Head of Prime Research, HDFC Securitiespoints out that the Indian stock market is steadily recovering, buoyed by resilient corporate earnings. “Optimism around trade deals with the US and EU is easing FPI outflows, boosting investor sentiment,” he says. In an interview with Mint, Vakil discussed current market trends, his views on the IT…

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Stage set for bull run 2.0?

—Alexandre Dumas, The Count of Monte Cristo Sunny days, fresh winds and quiet signs of life mark the onset of spring. Dalal Street was witnessing such a weather last week, until a storm barrelling across the global IT sector darkened the horizons again. However, those who have weathered many such storms attest that the weather,…

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India–EU free trade agreement finalized. Can it accelerate an India-US trade deal?

With the long-awaited India-EU free trade agreement (FTA) finalized after nearly two decades of intermittent negotiations, the market circle is abuzz with speculations that the long-discussed and frequently derailed India-US trade deal can also be sealed in the near future. India and the European Union (EU) have entered into a landmark free trade agreement that…

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Stock market outlook: Can Trump’s tariff relief hopes, India-EU trade deal optimism, RBI liquidity cheer Sensex, Nifty?

The Indian stock market benchmark indices, Sensex and Nifty 50 are expected to stage a rebound in the holiday-shortened week, supported by hopes of relief from US tariff measures and expectations around progress on the India–European Union (EU) trade agreement. The Indian stock market is closed today, January 26, 2026, on account of Republic Day…

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Markets to trade volatile in run-up to budget

While some analysts expect the downtrend from earlier this month to continue, with the Nifty breaking below its crucial 200-day moving average amid persistent foreign portfolio investor selling and a falling rupee, others believe the benchmark is close to bottoming out and could stage a bounce. A potential rollback of punitive US tariffs on Indian…

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