After delivering 10% returns in 2025, the Nifty’s outlook for 2026 looks more constructive, with the benchmark seen rising 13% to 29,731, according to Nilesh Jain, Head VP – Equity Research at Centrum Broking. Improving macro indicators, stronger Q2 GDP growth, benign inflation and an end to corporate earnings downgrades underpin the positive view, he said, while identifying 10 fundamentally strong stocks offering potential upside of up to 36%.
Patchy rains may hit rural lending, banks stay cautious
Bankers are closely watching monsoon rains and their impact on rural credit. Uneven rainfall poses inflation risks for summer crops and rural incomes. A strong