December 2, 2025 – Eqwires Best Intraday tips provider in India, top trading tips company, Best Stock Advisory service in India

Global brokerage firm Nomura has released its latest projections for the Indian equity markets, suggesting that the Nifty 50 could potentially cross the 29,000 mark by 2026. This forecast comes at a time when India’s economy continues to demonstrate resilience, supported by strong GDP growth, robust corporate earnings, and steady domestic demand.

Nomura’s Key Expectations

Nomura’s analysis highlights several factors that could drive the Nifty higher over the next year:

Economic Growth: India’s GDP growth of 8.2% in Q2 2025 has reinforced confidence in the country’s long-term trajectory.
Corporate Earnings: Earnings momentum across sectors such as banking, IT, auto, and infrastructure is expected to remain strong.
Domestic Liquidity: Rising retail participation and consistent inflows from domestic institutional investors provide a cushion against foreign outflows.
Policy Support: Government reforms, tax rationalization, and infrastructure spending are expected to sustain growth.
Global Positioning: India’s relative stability compared to other emerging markets makes it an attractive investment destination.

Nomura believes that while short-term volatility may persist due to currency pressures and global uncertainties, the medium-term outlook remains constructive, paving the way for Nifty to scale new highs.

Risks to the Outlook

Despite the optimistic forecast, Nomura cautions that certain risks could delay or moderate the rally:

Foreign Institutional Investor (FII) Outflows: Continued selling by overseas investors could weigh on sentiment.
Currency Weakness: The rupee’s record low against the dollar raises concerns about imported inflation.
Global Uncertainty: US Federal Reserve policy, energy prices, and geopolitical tensions remain key external risks.
Profit-Booking: After record highs, markets may witness intermittent corrections.

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Conclusion

Nomura’s projection of Nifty crossing 29,000 by 2026 reflects confidence in India’s economic fundamentals and market resilience. While risks remain, the combination of strong domestic demand, corporate earnings growth, and policy support provides a solid foundation for long-term investors. For those looking to capitalize on this potential, disciplined strategies and professional research will be essential to navigate volatility and maximize returns.

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The Indian rupee fell to a fresh record low against the US dollar on December 2, 2025, as persistent foreign outflows and mounting trade-related pressures weighed heavily on the currency. The decline underscores the challenges facing India’s financial markets despite strong domestic fundamentals such as robust GDP growth.

Currency Market Overview

The rupee’s weakness was driven by a combination of factors:

Foreign Institutional Investor (FII) Outflows: Continued selling by overseas investors has put pressure on both equities and the currency.
Trade Stress: Rising import bills, particularly in energy and commodities, have widened the trade deficit.
Global Dollar Strength: The US dollar has remained firm amid expectations of prolonged tight monetary policy by the Federal Reserve.
Domestic Sentiment: While India’s growth outlook remains strong, the currency’s slide has created caution among traders and investors.

By the end of the trading session, the rupee touched a new all-time low against the dollar, raising concerns about imported inflation and its potential impact on corporate earnings.

Impact on Markets

Equity markets mirrored the currency’s weakness, with banking and finance stocks under pressure due to fears of rising costs of foreign borrowing. Export-oriented sectors such as IT and pharmaceuticals, however, found partial support as a weaker rupee improves competitiveness abroad.

Bond yields also edged higher, reflecting investor concerns about inflationary risks and the possibility of tighter monetary conditions if the currency continues to depreciate.

Broader Economic Context

India’s economy has shown resilience, with GDP growth at 8.2% in Q2 and GST collections holding steady at ₹1.70 lakh crore in November. However, external factors such as global trade stress, energy prices, and capital outflows remain key challenges. Policymakers are expected to closely monitor the rupee’s trajectory, especially ahead of the upcoming RBI meeting, where monetary policy decisions could influence sentiment further.

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