Policy easing, earnings revival anchor India’s market outlook

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Policy easing, earnings revival anchor India’s market outlook - The HinduBusinessLineSENSEX   83,871.32+ 335.97NIFTY   25,694.95+ 120.60CRUDEOIL   5,400.00+ 72.00GOLD   123,803.00 -167.00SILVER   153,737.00+ 46.00SENSEX   83,871.32+ 335.97NIFTY   25,694.95+ 120.60NIFTY   25,694.95+ 120.60CRUDEOIL   5,400.00+ 72.00CRUDEOIL   5,400.00+ 72.00GOLD   123,803.00 -167.00'; } document.getElementById("lgdv").innerHTML = htmlElements; } function numberformat(i) { return Number(parseFloat(i).toFixed(2)).toLocaleString('en', { minimumFractionDigits: 2 }) } async function gatherResponse(response) { const { headers } = response; const contentType = headers.get('content-type') || ''; if (contentType.includes('application/json')) { return await response.json() } return response.text(); } function getWidth() { if (Math.max(document.body.scrollWidth,document.documentElement.scrollWidth,document.body.offsetWidth,document.documentElement.offsetWidth,document.documentElement.clientWidth) > 991) { document.getElementById("mob").style.display = "none"; document.getElementById("lgdv").style.display = "block"; } else { document.getElementById("mob").style.display = "block"; document.getElementById("lgdv").style.display = "none"; } } getWidth();]]>After a year of underperformance, Indian equities are poised for a comeback in 2026, a Goldman Sachs report says. The brokerage has upgraded India back to overweight, citing supportive monetary policy, an earnings revival, and defensible valuations. The report forecasts a 14 per cent upside for the NIFTY by end-2026, with domestic sectors such as financials, autos, and consumer goods expected to lead the recovery. As macro conditions stabilize and foreign flows return, India’s relative valuation premium has normalised—setting the stage for moderate outperformance among emerging markets over the next 12 months. Key findings:Published on November 11, 2025Sign into Unlock benefits!Access 10 free stories per monthAccess to comment on every storySign up/Manage to our newslettersGet notified by email for early preview to new features, discounts & offers${ ind + 1 } ${ device }Last active - ${ la }