13 per cent base-case upside: Morgan Stanley sees the Sensex rising by 2026, with a bull-case target near 107,000. Worst EM underperformance in 30 years: 2025 marked India’s lowest relative returns versus emerging market peers since 1993–94. $5.4 trillion market: India remains among the world’s top 5 equity markets with rising MSCI EM index weight. AI rally elsewhere hurt India: Lack of semiconductor and AI hardware stocks meant India missed the global tech surge. Foreign ownership low: FPIs are at multi-year low exposure, creating strong room for re-entry in 2026. Domestic demand resilient: Consumption, infrastructure investment, and digitalisation still drive a major part of growth. Global brokers positive: Goldman Sachs and Jefferies also expect a steady rebound over 2026. Risks remain: Oil prices, global shocks, and prolonged AI frenzy could delay India’s comeback.

Base bottomed out; it’s time for rebound

November 29, 2025
Supreme Court

Court cannot impose timelines: SC

November 29, 2025
Focus on innovative correctional approach

Apex court upholds dismissal of Army officer

November 29, 2025
From weddings to hospitals, schools, hotels

SC pulls up Centre, several states

November 29, 2025
Rebooting trade

Rebooting trade

November 29, 2025
Rescue act

Rescue act

November 29, 2025
Sindh leader for reuniting with India

Sindh leader for reuniting with India

November 29, 2025
Taiwan asserts itself

Taiwan asserts itself

November 29, 2025
Rigmaroles of Bihar

Rigmaroles of Bihar

November 29, 2025
Stubbs' 94, helps South Africa set India target of 549 runs

Stubbs’ 94, helps South Africa set India target of 549 runs

November 25, 2025
rajnath

Nation’s shipbuilding capability set to shape maritime century: Rajnath

November 25, 2025
sitaraman

Households’ financial assets rise 6.6 pc: Sitharaman

November 25, 2025
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