'
Indian equities have started 2026 on a cautious note, amid ongoing geopolitical uncertainties and periodic volatility in global markets. Concerns around changes in global trade, fluctuating commodity prices, and shifting interest rate expectations have led to occasional risk-off sentiment. Despite these pressures, domestic markets have remained resilient, supported by stable macroeconomic fundamentals, steady corporate earnings, and consistent flows from domestic institutional investors. So far this year, market movements have been largely range-bound, with sector rotation driving returns rather than broad gains across headline indices.
Within this environment, the banking sector has emerged as a clear leader. Strong credit growth, improving asset quality, and stable net interest margins have boosted earnings visibility. Both private and public sector banks have participated in the rally, but public sector banks have delivered stronger relative gains, reflecting years of ...
Pleaselogin & subscribe to view the full report.
More Reports
-
(28-Feb-2026)
Consumer Durables Demand Surges Amid Premiumization and Climate-Driven Trends
Rising heat, growing urban aspirations, easy financing, and a shift toward smart, premium appliances continue to fuel robust demand in the consumer durables sector.
-
(25-Feb-2026)
Synthetic fibre sector is projected to grow steadily in coming years
Strong domestic demand, global export potential, and sustainability-led innovation are driving robust growth across India’s synthetic fibre and technical textile ecosystem.
-
(24-Feb-2026)
India’s Steel Pipe Industry Accelerates on Infrastructure and Energy Demand
Driven by major infrastructure investments, oil & gas expansion, and rising exports, India’s steel pipe market is projected to grow at an 8.29% CAGR through 2033, led by surging ERW tube demand across construction and transport sectors.
-
(24-Feb-2026)
Cement Sector Outlook Strengthened by Robust Infrastructure and Housing Momentum
Improving macro fundamentals, rate cuts, and steady government capex spending continue to support cement demand across regions, led by housing, infra, and commercial growth.
|
|