Archive · 12 Dec 2025
Nifty 29,000 by 2026 Amid Mixed Risks
Experts think the Nifty, which measures the stock market, will reach 29,000 by 2026.
This is because people are expected to spend more money on things they want, not just need.
The Reserve Bank of India is also expected to make it easier to borrow money, which will help businesses and people.
Other things that might help are good rainfall, tax cuts in the budget, and a possible trade deal between India and the US.
However, there are some risks.
India's debt is high, and if the rupee gets weaker or oil prices go up, it could make things harder for businesses.
Foreign investors have been selling Indian stocks, but local investors are still putting money in.
Experts suggest investing in large, stable companies and avoiding risky sectors like real estate and metals.
Nifty projected to reach 29,000 by 2026 due to recovery in discretionary consumption and RBI liquidity infusion.
Emkay Global Financial Services remains overweight on discretionary, industrials, healthcare, and materials, and underweight on financials, staples, IT, and telecom.
Healthy rainfall and FY26 Union Budget tax cuts expected to aid income and consumption recovery.
RBI's liquidity infusion expected to reduce borrowing costs and aid credit transmission, particularly for retail-focused lenders and NBFCs.
Small and mid-cap stocks expected to provide alpha returns, while large-caps provide wealth protection in volatile markets.
- Who
- Emkay Global Financial Services, Niharika Tripathi (Wealthy.in)
- What
- Nifty projected to reach 29,000 by 2026 amid mixed market risks
- When
- Next year (2026)
- Where
- India
- Why
- Due to recovery in discretionary consumption, RBI liquidity infusion, and other supporting factors, but with risks like elevated debt-to-GDP ratio and FPI outflows
- Projected Nifty Value
- 29,000
- Supporting Factors
- Recovery in discretionary consumption, RBI liquidity infusion, India-US trade deal hopes, healthy rainfall, FY26 Union Budget tax cuts
- Overweight Sectors
- Discretionary, industrials, healthcare, materials
- Underweight Sectors
- Financials, staples, IT, telecom
- Expected Rainfall Impact
- Aid income and consumption recovery
- FPI Outflows
- Rs 271 billion year-to-date
- Primary Market Issuances
- Rs 1,769 billion so far this year
- Debt-to-GDP Ratio
- 81%
- Inflation Projection
- Below target through FY26
- RBI Rate Cut
- 25 basis points
Sources
Nifty To Touch 29,000 Next Year, Buoyed By Discretionary Consumption Recovery, Easing Liquidity Infusion By RBI
Sensex, Nifty snap three day losing run; market recovery to continue?
Markets end higher: Nifty near 25,900, Sensex gains 400 points – Key highlights
Gold returns beat equities, realty in 20-yr period
Emkay’s big banking bet: 6 reasons why this private bank may jump 23% in 12 months
Sensex, Nifty 50 extend gains to 2nd consecutive session— 10 key highlights
Indian 10-Year Government Bonds And Large Cap Stocks Offer Strong Opportunities Amid Patchy Growth: DSP Mutual Fund Report
