According to ET Now's latest market survey for FY27, 40% of analysts expect the Nifty to scale new peaks in the first half of the fiscal year, while 60% anticipate continued volatility. The survey, which includes views from fund managers and market experts, shows strong confidence in FII inflows returning, with 80% of respondents believing foreign institutional investors will make a comeback in FY27. As reported by ET Now, the majority of experts prefer a 'buy on dips' strategy at 70%, compared to 30% who favor 'sell on rallies' approach. The survey reveals that 50% of respondents feel the ideal cash allocation should be between 20-40%, while 50% believe it should be less than 10%. Market experts identify easing geopolitical tensions as the key driver for markets in FY27 at 90%, with earnings growth at 50% and higher liquidity at 0% being the other factors influencing market sentiment.
The survey reveals that 50% of respondents feel the ideal cash allocation should be between 20-40%, while 50% believe it should be less than 10%. Market experts identify easing geopolitical tensions as the key driver for markets in FY27 at 90%, with earnings growth at 50% and higher liquidity at 0% being the other factors influencing market sentiment. According to ET Now, 50% of respondents feel geopolitics is the biggest risk to markets, while 50% cite domestic earnings growth as the primary concern. The survey also indicates that 20% of respondents feel the domestic consumption theme will outperform, indicating a preference for consumption-driven sectors in the current market environment.
As reported by ET Now, 40% of respondents expect financials to outperform in FY27, making it the most preferred sector. Healthcare and pharmaceuticals follow at 40%, while defence sector attracts 10% and IT sector receives 10% of expert expectations. In terms of themes, domestic consumption is expected to outperform at 20%, followed by capex and infrastructure at 20% and manufacturing at 20%. The survey also indicates that 80% of respondents believe gold and silver will not outperform equities in FY27.
According to ET Now's survey, 50% of respondents expect the rupee to trade in the 90-92 range against the US dollar in FY27, while 30% anticipate 92-94 range and 20% expect 94-96 range. The survey also reveals that 20% of respondents feel the domestic consumption theme will outperform, indicating a preference for consumption-driven sectors in the current market environment. These findings reflect the cautious optimism among market experts for the upcoming fiscal year despite various risk factors and the preference for a 'buy on dips' strategy among the majority of respondents.
