US President Donald Trump is not taking any time to take action on India. First he called India a tariff king and imposed a tariff of 25 percent. After that, Russia was again imposed on India 25 percent tariff on India, saying that the Russian war machine fuel is fuel. After which the total tariff increased to 50 percent. Tried to incite Europe against India. Now the H1B visa fee has been increased to one million dollars. The effect of which will be seen the most on India. Due to all these reasons, India’s stock market has seen a steady decline. There is pressure in the stock market for the last three days.
In such a situation, the world’s veteran research firm HSBC has some positive things for India’s stock market. HSBC said in its report that due to better valuation, government policy and investment of domestic investors, India’s stock market can see a boom in the coming days. This is the reason that HSBC has ‘overweight’ India’s stock market from ‘Neutral’. Also, by the end of 2026, the target of the Sensex has been set 94,000, which is more than 13 percent from the current level.
India’s market did not get upheaval
In its fresh report “Asia Equity Insights Quarterly”, HSBC has said that while foreign investors have withdrawn money from the Indian market in the last one year, domestic investors remain flexible, which is giving the market support. HSBC said in its report that there has been a lot of peace in India amidst the upheaval seen in other Asian markets like Korea and Taiwan. Where the government has done the work of improving the country’s economy by bringing reforms. On the other hand, it is focusing more and more on the capital expert. Due to this, India’s stock market has not seen much upheaval in comparison to other markets of Asia.
The company believes that these factor gives a strong base for the performance of the stock market. Even though there may be a slight decrease in earnings, HSBC is not seeing it as a major obstacle due to the trust of investors and the government’s policy. According to HSBC reports, despite heavy foreign fund withdrawal, the equity market of Asia-Pacific has seen about 20 per cent growth from year to year, which is mainly due to domestic retail investors.
China and Hong Kong also overweight
At the same time, China and Hong Kong are also in HSBC’s “overweight” category, where by 2026 FTSE is estimated to have 21 per cent for China and 16.4 per cent for FTSE Hong Kong. However, Korea has been put in the category of ‘Underweight’. On the other hand, the stock markets of ASEAN countries still remain dull due to political uncertainties. Japan is benefiting from weak yen, but now it is being considered under pressure. Nevertheless, India is now at the forefront of HSBC’s regional strategy. Also, HSBC has become one of the most overweight options in Asia.
Current status of India’s stock market
If we talk about the current status of India’s stock market, then there are many ups and downs. At 1 pm, the Sensex is trading at 81,894.55 points with a decline of 200 points. While the Sensex had seen a decline of about 500 points during the business session. In the last 6 months, the Sensex has seen a rise of more than 5 percent. Whereas in the current year the Sensex has given a return of 4.33 percent. In the last one year, the Sensex has seen a decline of 3.50 percent. At the same time, in five years, Sensex has given 119 percent return to investors.