Dalal Street Under Pressure: Crude, Yields And Heavy Supply Weigh | Nifty - Sensex

Dalal Street is facing a sharp bout of volatility, with the Nifty falling around 6% in September and India’s market down nearly 20% in dollar terms in 2026. The pressure comes amid triple-digit crude prices, rising US and Japanese bond yields, periodic global concerns and heavy equity supply. Financial stocks have also faced nervousness amid proposed insurance regulation changes. But with valuations now trading below median levels on both trailing and forward earnings, could the correction be creating a more attractive entry point? The discussion also points to strong June-quarter earnings growth of more than 15% and improving economic indicators as positive signals. The key question remains: how much further can the market fall, and when does pessimism turn into an opportunity for investors?