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%.
Selective bets in defence, CV cycle turns supportive, value seen in ITC: Sandip Sabharwal
Ahead of the Union Budget, market expert Sandip Sabharwal urges selective investment in defence stocks. He notes the commercial vehicle cycle is strong, with Tata