MSCI India is down 10% from its August peak and has underperformed emerging markets by 14 percentage points. Price-to-earnings multiples are now below long-term averages. For most of 2026, the mid-cap and small-cap end of the Indian market has carried the narrative — and the inflows. The broader indices haveContinue Reading
It’s not all gloom for the IPO market in 2026 as there are 10 listed IPOs (mainboard) which have gone up to double and more than double their issue price, while one went up by an amazing 251% and returned over 100% in just four weeks! While the Nifty collapsesContinue Reading
Global bond yields are at multi-decade highs; the sectors you own decide how much of the pain shows up on your screen. If your broking app looks pretty bloody awful these weeks, don’t blame what’s happened in India. The bond markets moving sharply thousands of kilmetres away in Washington andContinue Reading
BSE500 PAT up 22% — a three-year high — driven by INR depreciation, GST stimulus and low base. There are earnings seasons that confirm a trend and earnings seasons that mark its peak. Nuvama Institutional Equities’ Q1FY27 BSE500 aggregate suggests this may be the latter. PAT growth of 22% year-on-yearContinue Reading
After the worst trailing twelve-month relative performance in history, Morgan Stanley sees India poised for a strong year — here is the full case, and the risks that could derail it There are moments in markets when the setup for a contrarian call becomes almost textbook — when sentiment isContinue Reading
Nifty up 7.5%, small caps up 18%, 47 of 50 Nifty stocks in the green — April was a remarkable recovery Markets have a way of recovering fastest when the pessimism is most uniform. April 2026 was a case in point. After what PhilipCapital describes as “the worst monthly correctionContinue Reading
The global bank upgrades Korea on cleared positions and AI-driven earnings, while cutting India to underweight on inflation and demand concerns For much of the last two years, India was the consensus overweight in Asia — the growth story everyone wanted exposure to. HSBC’s latest Asia strategy note marks aContinue Reading
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