Six major brokerages have identified 75 heavyweight Indian stocks they expect to lead the market if conditions improve in 2026. Firms including Morgan Stanley, HSBC, BofA, Nomura, Jefferies and ICICI Direct see easing financial conditions, an earnings recovery and low foreign positioning as key tailwinds after India’s weak relative performance. Their Sensex and Nifty targets point to steady, earnings-driven gains rather than sharp valuation-led rallies.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets