Indian equities underperformed in 2025–26 due to global headwinds, FII outflows, and rising oil prices, despite improving domestic earnings and policy support. March 2026 saw a sharp correction amid geopolitical tensions. Axis Direct recommends high-quality stocks, advises maintaining 10-15% liquidity, and expects FY27 to offer buying opportunities, supported by a favorable base, structural reforms, and long-term corporate earnings growth.Read More
Nine smallcap stocks have delivered over 20% gains in each of the last two quarters, with six-month returns ranging between 45% and 95%. Despite volatile markets, these stocks have emerged as strong outperformers, highlighting selective momentum in the broader smallcap space.Read More
Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient stocks and sectors like commodities, defence, and healthcare. Selectivity is key, particularly within financials, as the market navigates short-term turbulence.Read More
India’s central bank has deployed crisis-era measures to stabilize the rupee, which hit an all-time low due to soaring oil prices and massive foreign investor outflows. The Reserve Bank of India is curbing speculative arbitrage trades that amplified currency pressure. These actions aim to reduce dollar demand and support the rupee, though they may increase hedging costs for overseas investors.Read More
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