Indian markets experienced significant shocks, including a depreciating rupee and massive FII sell-offs, despite a robust macro environment. This disconnect, driven by AI trade flows and trade deal delays, led to broader market carnage. However, with valuations normalizing and reforms accelerating, 2026 could see a shift as the rupee stabilizes and FII flows potentially return.
As markets step into 2026 amid shifting global cues, volatile flows, and divergent sectoral trends, stock selection is set to matter more than broad index moves. Analysts believe 2026 will reward companies with strong balance sheets, earnings visibility and pricing power, even as macro uncertaintiesfrom interest rates to geopolitical riskslinger. But investors willing to ride momentum could consider three stocks suggested by Sumeet Bagadia, Executive Director at Choice Broking to make handsome gains up to 20%. Take a look!
Top brokerages highlight selective opportunities across Indian equities, with Motilal Oswal bullish on V-Mart Retail and VA Tech Wabag, while Morgan Stanley remains cautious on L&T Finance despite earnings upgrades.
Indian sovereign bonds face record foreign outflows in December as rupee weakness, fading rate-cut expectations and global reallocations weigh on sentiment, pressuring bond prices and borrowing costs despite prospects of index inclusion boosting future inflows.
Indian stock markets ended 2025 as the world's worst performers. Foreign investors pulled out billions due to currency depreciation and expensive valuations. However, 2026 offers hope. Supportive policies, easing trade risks, and potential rate cuts are expected to boost domestic growth and earnings. This could lead to a market recovery, attracting renewed investor interest.
Indian stock markets begin 2026 at new peaks. Opportunities are emerging in mid-cap stocks, offering a compelling risk-reward. Experts anticipate a strong year driven by rate cuts and domestic growth. Banks and real estate are expected to perform well. Investors should be cautious of highly valued sectors. Primary market issuances are also projected to remain robust.
As of December 30, 2025, 15 NSE-listed stocks with a market capitalisation of over Rs 1,000 crore closed above their 200-day moving average (DMA). Of these, we have highlighted the top 10 that posted gains of more than 2%, according to stockedge.com's technical scan data. The 200-day daily moving average (DMA) is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily time frame, it is generally considered to be an overall uptrend. Take a look:
