Indian Equities

FPI ownership in NSE-listed companies fell to 15.1 per cent, while domestic mutual funds raised their stake for the 12th straight quarter to a record 11.6 per cent

FPI buying decisions had a stronger link to stock performance in Q1FY26, even as their share of NSE-listed companies' market capitalisation fell to a 14-year low

More BSE stocks advanced than declined for a second straight month in July as strong earnings, FPI inflows and broad-based buying lifted large-, mid- and small-cap indices

Global uncertainties remain the biggest driver of market sentiment despite healthy domestic indicators, says Bank of India Mutual Fund CIO Alok Singh

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

Benchmark indices gained around 1 per cent as easing geopolitical tensions pulled down crude prices, while the rupee emerged as the best-performing Asian currency

BNP Paribas expects Indian equities to recover as earnings improve, with private banks, telecom and consumer staples favoured despite crude oil and geopolitical risks

July's IPO boom continues with Manipal Health, while investors track Nifty support levels, rising crude prices and Suzlon Energy's appeal against Sebi before SAT

Foreign portfolio investors turned net buyers in the first half of July, with consumer services, metals and mining, and healthcare attracting the highest equity inflows

Total market capitalisation of BSE-listed firms rises to ₹481 trillion, up by ₹37,000 crore

Foreign investors have turned net sellers after an eight-session buying streak as rising crude prices and renewed West Asia tensions weigh on sentiment and outlook

Brokerage upgrades Indian equities to 'Neutral' from 'Underweight' and raises its 2026-end Sensex target to 84,000, citing easing oil prices, stable rupee and improving foreign investor sentiment

SBI Funds Management's IPO debuts with a 17% GMP as ethical investing gains traction and SAT reinforces insider trading norms in key market developments

The data shows a rebound in the investor interest despite the global uncertainty

India's lack of AI plays has been a hurdle most of the year as investors turned to markets like South Korea and Taiwan that delivered stellar returns

Indian equities posted their weakest first half in years, though June saw the Nifty outperform emerging markets despite heavy foreign investor selling

The Sensex declined 10.3 per cent in H1CY26 amid persistent FPI selling, while small- and mid-cap indices outperformed on strong domestic investor support

ICICI Securities says Indian equities may be emerging from a prolonged weak phase as valuations ease, growth improves and key macro risks recede

PPFAS Mutual Fund's $14.9 billion Flexi Cap Fund has added exposure to IT services companies over the past three months to May as valuations cooled sharply

Gold vs Equities: Dhupesh Dhameja of SAMCO Securities decodes the historical trend between Nifty vs Gold spot prices, and Gold ratios to predict the likely leader in the next market cycle.