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Will Markets Hit New Highs Soon? All Eyes on Q1 FY26 Results

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The Indian equity market has been resilient in the face of multiple global and domestic headwinds, but is it gearing up for new highs? Or will it consolidate and wait for fresh triggers? If we go by the recently concluded FY25 earnings season, the answer seems to lean towards patience — with the market likely waiting for Q1 FY26 results to confirm whether growth momentum is making a convincing comeback. 📌 What the FY25 Earnings Say A deep dive into the earnings of Nifty 50 heavyweights, which collectively account for over 68% of the index, reveals a mixed picture: YoY Profit Growth Trend: Q1 FY25: 7% Q2 FY25: 11% Q3 FY25: 11% Q4 FY25: 8% While profit growth did improve in the middle of the year, it lacked consistency, with Q4 showing a slight slowdown. Companies like HDFC, SBI, Sun Pharma, and Bajaj Finance showed commendable growth, but heavyweights like Bharti Airtel, Reliance, and ITC displayed patchy performances, weighing on overall sentiment. YoY S...
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Rupee Stabilizes, Inflation in Check — FIIs Return to India’s Markets

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A couple of months ago, we discussed how Foreign Institutional Investors (FIIs) were pulling money out of Indian markets. Rising U.S. bond yields, a strengthening dollar, and more attractive risk-free returns abroad were driving capital away from emerging markets like India. (You can read the previous blog here: FII Exit from Indian Markets: Beneficial or a Missed Opportunity )   But over the past few weeks, there’s been a quiet yet powerful shift — FIIs are coming back. The reasons behind this reversal are rooted in both global and domestic market dynamics, and it's worth breaking them down clearly.   India’s Outperformance on the Global Stage   While markets across the US, China, Japan, and Europe are still struggling to reclaim their pre-volatility levels, India has quietly surged ahead. Not only have we recovered the ground lost in previous corrections, but key indices like the Nifty have also been testing and crossing important resistance levels.   In a worl...
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