Nifty likely to see 15% return in 2026: Helios founder Samir Arora
The Indian stock market has been a topic of discussion among investors and analysts alike, with many trying to predict its future trajectory. According to Helios Capital founder Samir Arora, the Indian market is expected to bounce back, with a potential 15% return in the Nifty in 2026. This prediction comes as a welcome respite for investors who have been navigating the choppy waters of the market in recent times.
Arora’s statement is based on the performance of the midcap and smallcap indices, which have shown significant growth since March. The midcap index is up 25%, while the smallcap index has risen by 18-20%. However, Arora cautions that despite this growth, the market has not fully recovered from the downturn that occurred between September 2024 and March 2025. This period saw a significant decline in the market, and it will take some time for the indices to fully bounce back.
Despite the challenges faced by the market in the recent past, Arora is optimistic about the prospects for the next year. He believes that the Indian market is poised for growth, driven by a combination of factors such as a strong economy, favorable government policies, and a robust corporate sector. Arora’s views are echoed by many other analysts, who believe that the Indian market has the potential to outperform its global peers in the coming year.
One of the key factors that is expected to drive growth in the Indian market is the performance of the corporate sector. Many Indian companies have shown significant improvement in their financial performance, driven by a combination of factors such as cost-cutting, efficiency improvements, and a favorable business environment. This has resulted in a significant increase in profitability, which is expected to continue in the coming year.
Another factor that is expected to drive growth in the Indian market is the government’s policies and initiatives. The government has been taking several steps to boost economic growth, including investing in infrastructure, promoting foreign investment, and implementing policies to support the corporate sector. These initiatives are expected to have a positive impact on the market, driving growth and investment.
Arora also believes that the Indian market is doing better than most other markets, particularly from October onwards. This is driven by a combination of factors, including a strong economy, a favorable business environment, and a robust corporate sector. The Indian market has also been less affected by global economic trends, such as the slowdown in China and the trade tensions between the US and China.
In terms of specific sectors, Arora believes that the IT and pharmaceutical sectors are likely to be the top performers in the coming year. These sectors have shown significant growth in recent times, driven by a combination of factors such as a strong demand for IT services, a favorable business environment, and a robust product pipeline. Other sectors, such as banking and finance, are also expected to do well, driven by a combination of factors such as a strong economy, a favorable business environment, and a robust credit growth.
Overall, Arora’s prediction of a 15% return in the Nifty in 2026 is based on a combination of factors, including the performance of the midcap and smallcap indices, the prospects for the corporate sector, and the government’s policies and initiatives. While there are challenges ahead, the Indian market is expected to bounce back, driven by a strong economy, a favorable business environment, and a robust corporate sector.
As investors, it is essential to keep a close eye on the market trends and make informed investment decisions. With the Indian market expected to do well in the coming year, it is an excellent opportunity for investors to invest in the market and reap the benefits of the growth. However, it is essential to remember that investing in the stock market always involves risk, and it is crucial to do your research and consult with a financial advisor before making any investment decisions.
In conclusion, the Indian market is expected to bounce back, with a potential 15% return in the Nifty in 2026. Driven by a combination of factors such as a strong economy, a favorable business environment, and a robust corporate sector, the Indian market is poised for growth. While there are challenges ahead, the prospects for the next year look good, and investors can expect a significant return on their investments.
News Source: https://www.ndtvprofit.com/amp/markets/how-much-return-will-nifty-give-in-2026-samir-arora-weighs-in
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