neutral
2h agoBrokerages turn constructive on Indian equities as 2026 outlook improves
Indian equities are entering 2026 with strengthening macro tailwinds after a prolonged phase of relative underperformance, according to six major global and domestic brokerages. Firms including Morgan Stanley, HSBC, BofA Securities, Nomura, Jefferies, and ICICI Direct cite easing financial conditions, recovering corporate earnings, light foreign investor positioning, and a shift in market leadership as key drivers. Sensex targets are clustered around the mid-90,000 range, while Nifty projections largely fall between 29,000 and 30,000.
neutral
2h agoBrokerages turn constructive on Indian equities as 2026 outlook improves
Indian equities are entering 2026 with strengthening macro tailwinds after a prolonged phase of relative underperformance, according to six major global and domestic brokerages. Firms including Morgan Stanley, HSBC, BofA Securities, Nomura, Jefferies, and ICICI Direct cite easing financial conditions, recovering corporate earnings, light foreign investor positioning, and a shift in market leadership as key drivers. Sensex targets are clustered around the mid-90,000 range, while Nifty projections largely fall between 29,000 and 30,000.
1 min read
74 words
Brokerages see Indian equities entering 2026 with improving macros, projecting higher index levels driven by earnings recovery, easing financial conditions, and a shift in market leadership.
Indian equities are entering 2026 with strengthening macro tailwinds after a prolonged phase of relative underperformance, according to six major global and domestic brokerages. Firms including Morgan Stanley, HSBC, BofA Securities, Nomura, Jefferies, and ICICI Direct cite easing financial conditions, recovering corporate earnings, light foreign investor positioning, and a shift in market leadership as key drivers. Sensex targets are clustered around the mid-90,000 range, while Nifty projections largely fall between 29,000 and 30,000.
Indian equities are entering 2026 with strengthening macro tailwinds after a prolonged phase of relative underperformance, according to six major global and domestic brokerages. Firms including Morgan Stanley, HSBC, BofA Securities, Nomura, Jefferies, and ICICI Direct cite easing financial conditions, recovering corporate earnings, light foreign investor positioning, and a shift in market leadership as key drivers. Sensex targets are clustered around the mid-90,000 range, while Nifty projections largely fall between 29,000 and 30,000.
Dec 20, 2025 • 05:55