Market Lens

Historically, US equities have performed strongly following midterm elections. The S&P 500 has gained an average of around 6 per cent over the subsequent 60 trading days, data shows.

An analysis of the past 25 years of data by SAMCO Securities shows reveals that the average Nifty gain in November and December months stands at 2.5% and 2.6%, respectively.

In the past four trading days, the Nifty Midcap 100 index rallied 4%, while the Nifty Smallcap 100 index surged 6%, against a 1.5% gain in the Nifty 50 till Thursday.

Colgate Palmolive, M&M Financial Services, Mazagaon Dock, Max Financial, SBI Card, Voltas and Waaree Energies from BSE 200 index also registered 52-week lows on Wednesday.

According to NSE data, Silver ETFs have crashed up to 53% from their respective 52-week highs hit in January 2026, while Gold ETFs have declined up to 26% in the same period.

Industry adds 4.4 million new investors in first 9 months of 2026, slowest since covid-hit 2020

The MSCI Standard Index rebalancing, one of the most closely watched rebalancing events of the year globally, is scheduled for November 11, post-market hours.

Only five sectors attract fresh money; IT leads with ₹2,599 crore

Benchmark indices traded lower for the third consecutive session on Thursday, as selling across sectors amid elevated crude oil prices and concerns over corporate earnings weighed on sentiment.

The investment bank estimates that 25-50 per cent of nearly 70 mid-to-late-stage private AI companies could go public in the next two to five years.

Yes Bank, PI Industries, MRF, Swiggy, Biocon, NMDC, Tube Investments of India, Vishal Mega Mart, Voltas and Max Financial Services from the Midcap 100 index hitting their respective 52-week lows.

The share of direct plan has inched up in other periods as well, as they continue to grow in popularity

A sharp 1-2 day market rally that an LTCG cut would trigger may actually be used to offload positions, Bernstein said in an October 19 note.

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

Mutual funds invested nearly ₹6,000 crore in Reliance Industries in September, making it the most-bought stock, followed by BSE with inflows exceeding ₹5,500 crore.

In 2026 alone, FPIs have poured in ₹55,524 crore into the primary market, while selling in the secondary market hit a record ₹3.15 trillion till September so far.

In September, smallcap funds saw a record net inflow of Rs 9,039 crore, while midcap funds attracted Rs 7,835 crore

The selling pressure, in fact, has intensified in recent months. After offloading equities worth ₹35,861 crore in September, FPIs sold another ₹47,417 crore through October 12.

Nifty target: Monarch Networth Capital expects the index to hit new all-time highs of 26,000-26,500 within the next 4-5 months, suggesting an upside of 18 per cent from the last close.

Investors used mkt correction to raise equity bets, average cost, say experts