Nifty poised for 11% returns in CY26, says BofA, explains why FIIs may return next year

Nifty poised for 11% returns in CY26, says BofA, explains why FIIs may return next year

India’s heartbeat index Nifty is poised to deliver double-digit returns up to 11.4% in CY26 as earnings cut moderate and chances of growth acceleration rise, BofA said in a note, expecting largecaps to outperform small and midcap stocks (SMIDS) like they have done in the current calendar year. BofA goes further to say that risks … Read more

Foreigners return to Indian equities on hopes over earnings

Foreigners return to Indian equities on hopes over earnings

Foreigners are returning to Indian stocks after dumping them in the first half as they look for higher returns amid expectations that major central banks will slow their hiking cycles as price pressures ease. Fears of an economic recession have lifted hopes that central banks will dial back or even halt the rate hikes to … Read more

Market’s sensitivity to change in eco growth outlook remains high: Nomura

Market’s sensitivity to change in eco growth outlook remains high: Nomura

Growth outlook in India beyond the Covid-19 pandemic and tightening of liquidity conditions are two key macroeconomic factors that will lead to volatility in Indian equity markets in the year ahead, global markets research firm Nomura said in its outlook report. As expected, the Reserve Bank of India might comb back some of the pandemic … Read more