What is the outlook for the Indian stock market in FY 2026–27?
Join us for "The Big Review," our flagship market outlook announcement for FY2026-27.
In this LIVE session, our leadership shares their views on macro trends, sectoral picks, equity strategies, and retail insights.
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The Key Takeaway
This was not just a week of market moves. It was a week of assumption checks.
Investors are now asking: What else are we too confident about?
For more data-backed insights, follow HDFC Securities and let us help you Invest Right.
Accenture Beat Expectations, But Still Crashed
Revenue grew 5.6% YoY to $18.72 billion.
EPS beat expectations. But the stock fell around 18%, its worst single-day fall on record.
Why?
Weak guidance, cautious tech spending, and fears that AI could hurt consulting demand.
Why This Week Felt Different
Accenture beat earnings and still fell. Amazon turned an internal AI advantage into a possible external product.
The Fed held rates, but sounded more hawkish. Markets moved, but the bigger shift was in expectations.
Rate Cuts Were No Longer the Base Case
Markets were expecting the Fed to move closer to rate cuts. Instead, inflation forecasts moved higher, bond yields jumped, and rate hikes came back into the conversation.
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What is the outlook for Indian markets and businesses today?
Get expert insights from Mr. @Devarsh_Vakil on key market trends, business developments, and factors shaping investor sentiment.
📺 Watch him live on Market Ke Maharathi on @ETNowSwadesh tomorrow at 10:10 AM onwards.
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