Worst Samvat in 15 years! Sensex, Nifty crash up to 8%: Can investors expect a bull run in Samvat 2083? What experts say
BSE is in focus in a quarterly results development.
· LiveMint Markets
Indian equities enter Samvat 2083 after their weakest Samvat performance in 15 years, with the Sensex and Nifty down nearly 8%. Analysts see earnings growth, more attractive valuations and resilient domestic investment as potential supports, but warn that global uncertainty may persist.
The analysis
BSE reported movement of 8%. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
- With BSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- A market-wide development: it reaches beyond any single stock.
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