{"id":45354,"date":"2025-11-20T11:35:17","date_gmt":"2025-11-20T11:35:17","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/11\/20\/indias-equity-market-hits-new-record-as-foreign-inflows-revive-and-earnings-strengthen\/"},"modified":"2025-11-20T11:35:17","modified_gmt":"2025-11-20T11:35:17","slug":"indias-equity-market-hits-new-record-as-foreign-inflows-revive-and-earnings-strengthen","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/11\/20\/indias-equity-market-hits-new-record-as-foreign-inflows-revive-and-earnings-strengthen\/","title":{"rendered":"India\u2019s equity market hits new record as foreign inflows revive and earnings strengthen"},"content":{"rendered":"
<\/div>\n

India\u2019s benchmark equity index touched a fresh record high on Thursday, supported by renewed foreign investor interest, stabilizing corporate earnings, and optimism over improving macroeconomic conditions. <\/p>\n

The Nifty 50 Index climbed as much as 0.74% to 26,246.65 in Mumbai, surpassing its September 2024 peak and becoming one of the final major global markets to set a new all-time high this year.<\/p>\n

Foreign inflows return amid improving sentiment<\/h2>\n

Overseas investors resumed net purchases of Indian equities in October after three consecutive months of withdrawals. <\/p>\n

Global funds have invested a net $1.3 billion since the beginning of last month, encouraged by better earnings results, lower consumption taxes, and progress in trade negotiations with Washington.<\/p>\n

\u201cWe\u2019re seeing a powerful resurgence, driven by strong festive consumption, stabilizing earnings, and a clear revival in foreign investor appetite,\u201d said Siddharth Vora, fund manager at PL Asset Management in a Bloomberg report. <\/p>\n

He added that these factors improve the broader risk\u2013reward balance for Indian markets.<\/p>\n

Corporate results for the September quarter came in \u201cslightly ahead\u201d of expectations, according to Citigroup. <\/p>\n

Consensus earnings forecasts, which had been trimmed over an extended period, are now showing signs of stabilizing. <\/p>\n

Bloomberg Intelligence data indicates that earnings for MSCI India constituents are expected to grow 15.9% in 2026, compared with only about 2% this year.<\/p>\n

Global banks turn bullish despite valuation concerns<\/h2>\n

The strengthening recovery has prompted major global financial institutions to adopt a more constructive view on Indian markets. <\/p>\n

Both Morgan Stanley and Goldman Sachs have shifted to a bullish stance, citing improving profit trends and supportive policy momentum.<\/p>\n

Morgan Stanley expects India to overcome its period of relative underperformance against emerging-market peers and forecasts the BSE Sensex to rise by 13% by the end of 2026. <\/p>\n

Analysts Ridham Desai and Nayant Parekh wrote that India\u2019s policy pivot is laying the groundwork for a rebound in nominal growth and corporate earnings after a mid-cycle slowdown. <\/p>\n

The firm assigned a bull-case target of 107,000 for the Sensex by December 2026\u2014an almost 26% upside from current levels.<\/p>\n

Goldman Sachs also upgraded India to Overweight and projected the Nifty 50 to reach 29,000 by December 2026, implying an 11% rise.<\/p>\n

The brokerage noted that Indian equities, which lagged global peers through 2024, appear well positioned for a reversal as policy support strengthens and macroeconomic pressures ease. <\/p>\n

Potential Reserve Bank of India rate cuts, improved liquidity, bank deregulation, GST adjustments, and a slower pace of fiscal consolidation are among the factors expected to bolster performance.<\/p>\n

Market momentum builds despite lingering risks<\/h2>\n

India remains on course for a record tenth consecutive year of annual equity gains, buoyed by nearly $78 billion in domestic institutional investment and steady retail participation. <\/p>\n

Yet the market still trails regional benchmarks: MSCI India is underperforming its emerging-market counterpart by the widest margin since 1993, partly due to the global rally in AI-related stocks\u2014an area where India has comparatively lower exposure.<\/p>\n

Even so, analysts say the country\u2019s defensive market positioning, improving corporate fundamentals, and policy continuity continue to attract investors seeking alternative growth opportunities in Asia. <\/p>\n

As foreign inflows return and earnings momentum firms, India\u2019s equity market enters the final stretch of the year with renewed confidence and stronger expectations for 2026.<\/p>\n

The post India\u2019s equity market hits new record as foreign inflows revive and earnings strengthen<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

India\u2019s benchmark equity index touched a fresh record high on Thursday, supported by renewed foreign investor interest, stabilizing corporate earnings, and optimism over improving macroeconomic conditions. The Nifty 50 Index climbed as much as 0.74% to 26,246.65 in Mumbai, surpassing its September 2024 peak and becoming one of the final major global markets to set <\/p>\n","protected":false},"author":1,"featured_media":45355,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-45354","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/45354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=45354"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/45354\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/45355"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=45354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=45354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=45354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}