India set for a profit-driven comeback by 2026, foreign flows could return, says Timothy Moe of Goldman Sachs

According to Timothy Moe, Chief Asia Pacific Equity Strategist at Goldman Sachs, India could stage a comeback in 2026 after weak results last year, driven mainly by an improvement in earnings rather than valuation expansions.Speaking to ET Now, Moe said India was one of the most disappointing markets in Asia and emerging markets in 2025, […]

Emergence of Rs 2.5 lakh crore IPOs by 2026 could lead to ‘liquidity drain’, says HDFC Securities; pins Nifty at 28,720

As the Indian stock market heads into 2026, it faces an unusual paradox. On the one hand, optimism is growing around growth, earnings recovery and policy support. On the other hand, a flood of new listings threatens to put pressure on liquidity and test investors’ appetite. According to HDFC Securities, the year ahead could very […]

Why 2026 looks brighter for markets despite small cap pain: explains Dhiraj Relli

Despite sharp corrections in small and mid-cap stocks, the outlook for Indian equities in 2026 appears more constructive than in the previous year. Dhiraj Relli, MD and CEO of HDFC Securities, explains how easing valuation pressure, likely earnings recovery, strong domestic flows and a supportive macro environment could pave the way for better market performance, […]