September historically favors mid- and small-cap stocks over large-caps. Analysts anticipate this trend continuing, expecting limited upside for the Nifty. Heavyweight sectors show recent weakness, and foreign investor selling has resumed. Domestic fund flows remain concentrated in mid- and small-cap stocks. Market action is expected to remain stock-specific until fresh triggers emerge.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays
October 23, 2026