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Indian equities outlook: ICICI Prudential flags stable macro backdrop; warns valuations already price in optimism

The broader macro backdrop for Indian equities remains stable heading into 2026, supported by healthier corporate balance sheets and early signs of an earnings recovery across sectors, according to ICICI Prudential Alternate Investments. However, after a long market upcycle and widespread rerating, much of the optimism on growth and profits is already reflected in stock…

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Stock market cues: What will guide Dalal Street this week? Macro data announcements, FII trading & more

Dalal Street is headed into the final stretch of the year as investors brace for a week driven by economic data releases, global developments and the flow of foreign funds. Analysts expect trading to remain largely range-bound, with sentiment hinging on a mix of domestic indicators and overseas cues, while automobile sales numbers are also…

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Stock market outlook: Q2 results, macro data in focus; global trends and FII flows to guide investors’ sentiment this week

Quarterly earnings, a slew of macroeconomic data releases, and global market trends are set to drive Indian equities in a holiday-shortened week, analysts said. The domestic stock markets will remain closed on Wednesday for the Guru Nanak Gurpurab holiday.“The holiday-shortened week is expected to remain eventful, with multiple key data releases and major corporate earnings…

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FIIs set for comeback in equity markets; driven by macro strength, moderating valuations: Report

After foreign institutional investor (FII) outflows worth nearly Rs 2 lakh crore year-to-date, equities are showing early signs of recovery, according to Elara Capital. The brokerage attributes this turnaround to India’s resilient macroeconomic backdrop within emerging markets (EMs), alongside moderating valuations and stabilising earnings revisions.“With valuation premiums cooling and earnings outlook steadying, conditions now favour…

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India’s IT sector: No festive spark in Q2, macro headwinds weigh heavily on growth

BENGALURU: India’s IT services sector is unlikely to post strong results for the September 2025 quarter. While Q2 is typically the best-performing quarter, Investec expects divergent results across companies as macroeconomic uncertainty, tariff risks, and client caution continue to affect discretionary spending. Both brokerages – Kotak Institutional Equities and Motilal Oswal Financial Services – expect…

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