Niti Kiran

Indian stock markets snapped recent declines in a thin holiday week, but profit-booking, muted FPI activity and weak global cues capped gains.

2025 mirrored history as the Sensex overcame a 9% drawdown to finish up 8%. While domestic inflows anchor the market, is this a permanent shift or a temporary truce?

Many post-Covid high-flying stocks—fireflies lifted by liquidity and retail enthusiasm—are now burning out, signalling a shift to earnings-led, selective investing in 2026.

New project announcement drop 13% to ₹ 44 trillion after public and private capex announcements plummeted by more than 50% year-on-year in the last quarter as the West Asia war soured sentiment.

After six years of relentless buying, India’s mom-and-pop investors are retreating to the sidelines. As ‘transient’ traders replace the long-term cohorts, sophisticated desks are moving in to anchor the market.

A Mint analysis shows that while 47% of stocks have bled this year, a select 5% have emerged as multibaggers.

India's project stalling rate fell to a 12-year low of 5.5% in FY26, but this execution triumph faces an immediate test as West Asia tensions and sticky inflation threaten to disrupt the recovery.

With the weather office predicting the weakest rainfall in over a decade, economists warn that the threat to growth hinges on specific regional risks, not just the headline numbers.

Driven by rising earnings, the profit-to-GDP ratio for the BSE 500 universe reached 4.3% in FY26. However, looming global tensions and softening consumption indicators threaten to halt further expansion of this corporate profit share.

Corporate India capped off FY26 with its fastest revenue expansion in three years, propelled by a broad-based demand revival. Will this momentum sustain?