As Elon Musk's SpaceX heads for a blockbuster IPO, investors are turning their attention to INOX India, a cryogenic technology specialist with growing exposure to the global aerospace industry. The company's recent US aerospace order and strong financial performance have fuelled optimism, sending its shares sharply higher

Indian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic demand and positive global healthcare trends. Analysts see long-term growth potential from aging populations and innovation. Emerging opportunities from supply chain diversification away from China also present a positive outlook for Indian pharmaceutical companies.

Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, some analysts believe the sector is poised for recovery, arguing Gen-AI presents an opportunity rather than an existential threat. Valuations have become attractive, leading to upgrades for major IT firms.

Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers, chip equipment makers, and industrial distributors, alongside defence and aerospace firms like Airbus, and ultra-luxury brands, driven by distinct megatrends.

India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical infrastructure, alongside regulatory reforms. With a young demographic and a diversified economy, India is poised for significant wealth creation, particularly in manufacturing, financials, consumption, services, and infrastructure over the next decade.

India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance computing have seen major gains. Experts question if earnings can justify current valuations. Investors are now focusing on the sustainability of these high stock prices. The AI opportunity remains strong, but careful stock selection and valuation discipline are crucial.

Domestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net purchases crossing Rs 4.16 lakh crore in just over five months. In contrast, foreign institutional investors (FIIs) have stayed bearish, selling around Rs 2.7 lakh crore worth of stocks.

Indian equities have lost Rs 4.5 lakh crore in 100 days as the Iran-led West Asia conflict and a global AI trade unwind trigger sharp FII outflows. Banking, oil and IT stocks led declines, while pharma outperformed. Analysts warn of earnings downgrades, though valuations are turning attractive in select segments.

BofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He highlights that commodity-driven earnings won't command premium valuations, and warns of potential downside from current market levels. Shah's strategy favors value in financials, growth in data center-linked infrastructure and metals, and policy plays in energy security and shipbuilding.

The BSE Sensex has fallen over 10,000 points from its peak. Market experts suggest this presents a buying opportunity for long-term investors. Continuing Systematic Investment Plans (SIPs) is recommended to benefit from rupee cost averaging. Investors with idle cash can deploy it through staggered investments over several weeks. Diversified equity mutual funds are advised over single sector bets.