Archive · 25 Sep 2025
HSBC Upgrades India to 'Overweight,' Predicts Sensex Rise
HSBC is optimistic about the Indian stock market, upgrading its rating to 'Overweight' and predicting the Sensex will reach 94,000 by the end of 2026.
They see government policy as a positive factor for equities.
Kotak Institutional Equities expects earnings to grow in FY27.
HSBC considers India as a favorable market compared to crowded trades elsewhere.
HSBC upgraded the Indian stock market to 'overweight'.
HSBC forecasts the Sensex to reach 94,000 by the end of 2026.
HSBC kept the Sensex target at 85,130 levels for the end of 2025.
Kotak Institutional Equities expects Nifty 50 index net profit to grow in FY26 and FY27.
HSBC sees India as 'Asia's quiet corner'.
- Who
- HSBC, Kotak Institutional Equities
- What
- Outlook on Indian stock market
- When
- By the end of 2026
- Where
- Indian Stock Market
- Why
- Positive government policy and domestic demand
Challenges to Growth
Potential for Growth
Market Outlook
Challenges to Growth
Limited headroom in next 12-15 months, earnings growth being offset by lower multiples.
Potential for Growth
Positive government policy and domestic demand.
Earnings
Challenges to Growth
Earnings growth may fall a little.
Potential for Growth
Earnings recovery story.
- Sensex Target (End-2026)
- 94,000
- HSBC Rating
- Overweight
- 2025 Sensex Target
- 85,130
- Nifty 50 EPS (FY27)
- Rs 1,297
Sources
Stock market: Sensex at 94,000? HSBC says India Asia’s quiet corner, valuations no concern
HSBC upgrades India to Overweight; see Sensex rally 13% to 94,000 by 2026-end — Here’s why
Typhoon Ragasa wreaks havoc: World’s strongest storm kills at least 14 in Taiwan, hits Hong Kong with all force – Latest updates in pictures
HSBC Global upgrades India to overweight even as Asian markets rally 20 pc in 2025
Indian Equities Look Attractive On Regional Basis, Cushioned From US Tariff Hit: HSBC Global Investment Research
Sensex to hit 94,000 by 2026-end? HSBC upgrades India equities to ‘Overweight’; says valuations no longer a concern
Indian stock market lags as Korea, China rally up to 32% in 6 months; catch up ahead?
Sensex Set For 13% Upside! HSBC Upgrades India—Will Retail Investors Lead Rally Amid Tariffs?
Stock markets decline for 4th day as foreign fund outflows, H-1B fee hike weighs; Sensex falls 386 points
Hyundai Motor India: From GST cut to new launches, Nomura lists 3 factors powering upside
Nifty 50 jumps 7% in H1FY26: Can the index hit a record high by 2025-end?
HSBC Global expects Sensex to hit 96k by next year-end
HSBC Global expects Sensex to hit 96k by next year-end
Mint Explainer | Sensex@94,000: Why HSBC is bullish on Indian equities
