Indian markets are set for a robust year. Experts foresee renewed economic momentum fueled by government support. Expect double-digit nominal GDP growth translating to strong earnings. Financials are expected to lead the rally, with autos and technology also showing promise. Government spending on infrastructure, railways, and defence will be key drivers.
After a bruising 2025 that saw the smallcap index slip nearly 6% and underperforming Nifty, investor sentiment around the segment has remained cautious. However, looking ahead to 2026, Axis Securities believes select opportunities are emerging across the smallcap space. In a recent report, the brokerage has identified seven smallcap stocks spanning utilities, financials and consumer discretionary that could offer value and potentially deliver returns of up to 54% over the next year. Heres the full list.
In a recent report, the brokerage has identified seven smallcap stocks spanning utilities, financials and consumer discretionary that could offer value and potentially deliver returns of up to 54% over the next year.
Edelweiss Mutual Fund's CEO highlights the Flexi Cap Fund as an overlooked gem, boasting strong long-term performance despite a market preference for short-term gains. While its one-year returns are modest, its consistent 3, 5, and 10-year track records demonstrate a disciplined approach, outperforming benchmarks and category averages over extended periods.
Over the five trading sessions ending January 2, the Sensex benchmark rose 0.85%, gaining 573 points to close at 85,762. The index ended higher in two of the five sessions between December 29 and January 2. Despite the modest market rally, 15 stocks from the BSE 500 index recorded gains in all five sessions. (Data Source: ACE Equity)
India's 2026 IPO market begins cautiously with no mainboard issues, focusing instead on three SME offerings in infrastructure, electric mobility, and textiles. Gabion Technologies, Victory Electric Vehicles, and Yajur Fibres are set to launch their public issues next week, aiming to raise funds for expansion and working capital amidst a typical slow start to the year.
Markets kicked off the new year with a strong rally, mirroring 2025's trend. Investors saw significant gains across stocks, bonds, and commodities, driven by AI enthusiasm and easing inflation. However, this broad synchrony raises concerns about diversification's effectiveness and the sustainability of future returns, with some experts warning of anemic growth ahead.
The U.S. stock market anticipates a dynamic start to 2026, with crucial jobs data on January 9th poised to signal the Federal Reserve's next move on interest rates. Investors are also keenly awaiting Supreme Court decisions on tariffs and a new Fed chair, alongside the upcoming corporate earnings season.
Major hedge funds like D.E. Shaw and Bridgewater Associates achieved significant double-digit gains in 2025, fueled by an AI-driven stock market rally and global economic volatility. These top performers navigated a year of record fluctuations, with some funds posting their highest profits ever, attracting substantial investor interest.
Markets anticipate a busy start to the year. Key U.S. jobs data is due. OPEC+ meets on oil output. Commodity indexes rebalance. Initial public offerings are expected to increase. Investors remain optimistic despite potential risks from U.S. Supreme Court rulings and a new Federal Reserve chair announcement.
