📈 Market at New Highs

• 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.

🔥 What’s Driving the Rally

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

📊 Analysts’ View

• J.P. Morgan sees Nifty 50 at 30,000 by end-2026 📌 — citing strong demand and supportive policy environment.

⚠️ Things to Watch

• The rally is narrow — 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.