Equities

Largecap stocks emerge as contrarian bets as sentiment indicators turn pessimistic and balanced advantage funds raise equity exposure

Average 5-year performance hardly above fixed income returns

September's listings were at a median of 31 times. However, ESDS Software Solution (155 times), Hero Motors (143 times), and Prasol Chemicals (114 times) stood out. The NSE traded at 49 times

Taxes can significantly change the returns investors actually keep. FD interest is taxed at the applicable slab rate

The Fed's decision to hold rates while signalling a hawkish stance has heightened uncertainty, leaving investors to navigate volatile stock and bond markets without clear forward guidance

The government told the Lok Sabha there is no proposal to abolish the long-term capital gains tax on equities and said tax rates are reviewed during the annual Budget process

Foreign institutional investors invested Rs 14,109 crore in Indian equities in the second half of June, with financial services leading inflows as selling pressure moderated in FMCG and IT

Earnings growth matters more than PE compression in long-term wealth creation, says DSP MF CIO

Colocation gains further ground in cash trading with 44% value share

The median fall across key global events since 2003-including the Lebanon War, the Russia-Ukraine conflict, and the Israel-Hamas war-stands at around 7 per cent

A clear reversal in market leadership played out across major sectoral indices between FY25 and FY26

Goldman Sachs has downgraded Indian equities to marketweight, citing high energy prices and macro risks, and cut its Nifty target to 25,900

Inexpensive relative valuations, strong policy stimulus and an emerging growth upcycle could support markets, the brokerage says

Global equity funds see record $43.2 billion weekly outflows as heavy selling in US and Chinese stocks outweighs inflows elsewhere

He remains a bull on Indian stocks, citing the government's move to increase spending and investments, particularly in the technology sector

A shift in sector leadership could also favour these funds

The Nifty ‍50 and Sensex advanced about 10 per cent and 8.5 per cent, ​respectively, in 2025, marking their tenth straight year of annual gains

Improving earnings visibility and fairer valuations could set the stage for a stronger 2026 for Indian equities, with financials and consumer discretionary stocks leading gains

Mutual funds launched 222 NFOs and raised ₹63,631 crore in 2025 (as of November), down sharply from 2024, as active equity demand softened amid volatile markets

The MSCI India Index has lagged broader EM by nearly 15 percentage points in 2025 - the widest gap since 2011