Ajay Menon, MD and CEO of Wealth Management at Motilal Oswal Financial Services Limited (MOFSL), believes the performance of the Indian stock market in 2026 will be driven by earnings rather than valuation. In an interview with Mint, Menon said that large caps appear to be better positioned as the earnings cycle improves, while SMIDs…
Stock market outlook 2026: The Indian capital market is poised for growth in 2026, driven by domestic fundamentals, earnings recovery, and policy stability. The central theme for FY26 is an improving earnings cycle, supported by resilient consumer spending, sustained credit growth, and a gradual recovery in private capital expenditure. Banking, financial stocks in focus Banking…
Shriram Finance, Maruti Suzuki India, Eicher Motors, Hindalco Industries, and Tata Steel were among over two dozen constituents of the Nifty 50 that outperformed the index in 2025 by a wide margin, delivering returns of up to 72%. Investor sentiment toward blue-chip stocks improved during the year, as the once-favorite small-cap segment faced EPS cuts…
Vinit Sambre, the head of equities at DSP Mutual Fund, is optimistic about the Indian stock market for 2026. “We believe there are enough catalysts for recovery in earnings growth and hence market outlook in the coming year,” Sambre says in an interview with Mint. He says while the near-term outlook looks hazy at times,…
The Indian stock market may deliver a double-digit return next year, with Nifty 50 touching the 29,000 mark in the next 12 months, says Seshadri Sen, Head of Research and Strategy, Emkay Global Financial Services. In an interview with Mint, Sen said the mid and small-cap segments may outperform over the next one to two…
Expert view on Indian stock market: Pradeep Gupta, Chairman and MD of Anand Rathi Share and Stock Brokerssays 2025 was a year of consolidation, and the market returns will be more earnings-led than valuation-led in 2026. For mid and small-cap segments, Gupta said that well-capitalized companies with pricing power and balance-sheet strength can outperform, but…
Indian stock market: As we enter into 2026, the Indian equity market is at a pivotal juncture—shifting away from a period led largely by domestic liquidity toward a phase where earnings execution, policy coherence, and macroeconomic stability are set to drive returns. Market performance in 2025 was mixed, with the Nifty 50 scaling a record…
