NIFTY OUTLOOK

Autos, financials, and power to lead India’s market revival in Samvat 2082: Mahesh Patil

Aditya Birla Sun Life AMC’s CIO Mahesh Patil sees brighter days ahead for Indian markets in Samvat 2082, driven by double-digit earnings growth, consumption revival, and easing FII outflows. He expects strong gains in autos, financials, and power while calling IT a “contrarian buy” as India’s macro outlook stabilizes and valuations turn attractive.

Market Trading Guide: Buy Sona BLW, Jindal Stainless and Navin Fluorine on Friday for up to 10% potential upside

Nomura sets Nifty50 target at 26,140 for March 2026, adds 3 stocks to preferred list

Nomura maintains its Nifty50 target at 26,140 for March 2026, adding Prestige Estates, Swiggy, and Titan to its preferred stocks list. The brokerage favours sectors like Financials, Autos, Cement, and Pharmaceuticals while remaining cautious on Capital Goods, IT Services, and Metals amid modest recovery expectations.

Samvat 2082: Bajaj Finserv AMC’s Nimesh Chandan says market like a coiled spring, poised for a rerating

India’s stock market is set for a rerating in Samvat 2082, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. With “markets like a coiled spring,” he expects a revival driven by consumption, metals, and real estate. From steady Nifty earnings to sectoral rotation, Chandan outlines why 2025 could mark India’s next big bull phase.

Digital commerce, telecom to drive India’s next bull run: Rajesh Bhatia

Indian equities are poised for a significant rebound in 2025, according to ITI Mutual Fund's CIO Rajesh Bhatia. He believes the market has completed its consolidation phase, with earnings set to improve due to fiscal discipline and supportive monetary policy. A reduction in tariffs is seen as the key catalyst for a breakout, potentially leading to new highs.

Infosys Q2 Preview: Profit likely to rise 10% YoY on margin tailwinds and steady deal momentum

Infosys Q2FY26 profit is expected to rise 10% YoY with revenue growth of 10%, supported by large-deal momentum, stable BFSI demand, and cost efficiencies. Investors will watch margin trends, GenAI adoption, and management guidance amid cautious discretionary IT spending.

Rohit Srivastava's Diwali 2025 strategy: Nifty poised for breakout; buy growth, not defensives

Rohit Srivastava of Strike Money Analytics says Indian markets are set for a breakout as Nifty eyes 26,300. He expects earnings growth to pick up on policy support and liquidity infusion, urging investors to avoid defensives like IT and FMCG and focus instead on financials, autos, metals, power, and real estate.

Prashant Jain’s outlook for Samvat 2082: Patience will pay off; stage set for India’s next decade of steady wealth creation

Legendary fund manager Prashant Jain believes India's market is in a 'time correction' after overshooting fair value post-Covid. He sees this consolidation as a setup for the next growth phase, with patience being key for investors. Jain expects Nifty to compound at 11-12% annually, driven by steady corporate margins and real wealth creation.

Nifty may have lost its spark since last Diwali, but 25 penny stocks made investors up to 540% richer

While major Indian stock indices saw modest gains, a surprising rally occurred in penny stocks. Over the past year, at least 25 low-priced stocks delivered returns of up to 540%, significantly outperforming larger counterparts. These microcap gains, often in sectors like infrastructure and finance, highlight a vibrant, albeit speculative, segment of the market.

Nifty glitters before Diwali; post-Diwali fizzle may be just a market myth

Nifty often shines before Diwali, but data shows the post-Diwali slump is largely a myth. While pre-Diwali optimism is evident, the market has shown positive returns in the week after the festival in recent years. Factors like steady SIP inflows and improving earnings provide structural support.

Nifty's 382-day itch: Fresh peak remains elusive, but it’s far from index's longest nap. What's in store?

India's Nifty index has not reached a new peak for over a year. However, market experts remain positive on its prospects , citing government initiatives like GST and income tax rebate and potential economic support. A key factor for a turnaround is expected to be a rebound in corporate earnings.

Q2 spoiler alert: Over 50 companies staring at double-digit profit slump could hit your portfolio

India Inc's Q2 earnings season is set for a mixed outcome, with over 50 companies anticipating double-digit profit slumps, particularly in auto, metals, and banking. Despite these individual declines, overall market earnings are expected to remain stable, driven by strong performance in sectors like oil & gas, NBFC-lending, and telecom.

Diwali stocks to buy: Over 50 ideas from top brokerages as Nifty likely near inflection point

Indian stocks are set for a strong performance after a year of stagnation. Brokerages are recommending over 50 stocks for the upcoming Samvat 2082. This optimism is fueled by attractive valuations and projections of double-digit earnings growth. Sectors like autos, consumer durables, power, financials, and manufacturing are expected to lead the rally.

India's growth cycle may be bottoming out, domestic fundamentals strong for pick-up in growth: HSBC MF

India's economic growth is showing signs of recovery, bolstered by strong domestic factors like favorable interest rates, falling crude oil prices, and a normal monsoon. While global trade uncertainties pose a near-term challenge to private investment, a medium-term uptrend is anticipated, driven by government infrastructure spending and a rebound in real estate. The outlook for Indian equities remains positive.

Buy-on-dips strategy back? Angel One’s Rajesh Bhosale bets on Axis Bank, HDFC AMC

Indian stock markets opened lower this week as global geopolitical issues impacted investor sentiment. The Nifty 50 fell below 25,200. Analysts suggest that dips present fresh buying chances. Banking stocks, particularly Axis Bank, are showing strength. HDFC AMC is also poised for upward movement. The market outlook remains constructive with a buy-on-dips strategy.

Nifty gives zero returns in a year: 3 tests reveal whether to be greedy or fearful this Diwali

With Nifty trading near year-ago levels, Samvat 2081 has seen a time correction rather than a price correction, amid slowing earnings, valuation concerns, Trump tariff overhangs, and FII outflows. Analysts say valuations are in neutral territory, limiting re-rating potential but providing a stable base. Earnings revival from H2FY26 and a possible US–India trade deal could support a medium-term recovery despite short-term caution.

Top Nifty50 stocks analysts suggest buying in this volatile week

Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

Q2 results, Tata stocks and gold-silver rush among 10 factors that'll steer D-St this week

Indian benchmark indices closed the week with gains, driven by IT and healthcare stocks. Key domestic and global triggers, including Q2 earnings, U.S.-China trade tensions, and corporate actions, are expected to influence market sentiment as trading resumes. Analysts anticipate continued positive momentum for the Nifty, with support at 25,150.

Markets poised for momentum shift as time cycles point to a key turning day on October 17: Harshubh Shah

Indian equities extended gains for the second week, supported by easing FII selling pressure and renewed domestic momentum. Net FII buying of Rs 3,289 crore provided stability amid global uncertainties. Key time clusters and Nifty support/resistance levels suggest potential intraday reversals, with positive technical structure indicating dips may attract buying interest.

Broader consumption may take another quarter to recover; Q2FY26 earnings of companies likely mixed: Report

Broader consumption demand in India is anticipated to fully recover in the next quarter, with some sequential improvement expected in high-frequency economic indicators. Companies may continue inventory adjustments before consumption patterns normalize. The Q2FY26 earnings season is projected to be mixed, with certain sectors showing growth while others face pressure.

Dalal Street Week Ahead: Nifty eyes breakout above 25,550 as auto, metal, PSU banks lead momentum

Nifty gained 1.57% last week, oscillating within a symmetrical triangle and testing key resistance at 25,550. While Auto, Metal, and PSU Bank sectors show relative strength, Midcap, Commodities, and Financials lag. Traders should adopt stock-specific strategies, protect profits, and monitor global macro cues.

Large, mid, and small caps see drop in monthly inflows in September. Are investors turning cautious?

Monthly inflows into large-, mid-, and small-cap mutual funds fell in September, with declines up to 18%, as investors turned cautious amid high valuations, profit-taking, and global uncertainty. Experts advise long-term SIP investing and diversified allocations to capture India’s structural growth potential.

Silver can shine another 20% after remarkable 70% rally, says Emkay. Here’s why

Silver prices are projected to rise 20% to $60 per ounce over the next year, driven by strong industrial demand and a persistent 20% supply deficit, while gold also remains a preferred safe-haven amid global uncertainties.