• Nifty 50 has climbed to fresh peaks above 26,300, while Sensex moved past 86,000, supported by strong growth optimism and easing valuations.
  • Recent sessions have seen mid-caps rise too, thanks to better-than-expected earnings outlook.

πŸ”₯ What’s Driving the Rally

  • Investors are betting on rate cuts from global central banks as inflation trends improve β€” including expectations for more supportive RBI policy.
  • Oil price softness is helping India’s macro outlook, boosting market sentiment.

πŸ“Š Analysts’ View

  • J.P. Morgan sees Nifty 50 at 30,000 by end-2026 πŸ“Œ β€” citing strong demand and supportive policy environment.

⚠️ Things to Watch

  • The rally is narrow β€” several Nifty stocks are still below earlier highs, meaning the move is led mainly by large-caps.
  • Global risks: foreign capital flows may shift quickly if global interest-rate or commodity conditions change.