Market Lens

West Coast Paper Mills was locked in the 20% upper circuit at ₹873.40, zooming 110% thus far in the calendar year 2026, compared to a 16% decline in the BSE Sensex.

Gold ETF inflows rose to about ₹4,500 crore, among the highest in recent times, which reflects a steady, allocation-led approach to commodities amid global uncertainty.

WTI crude prices, which are unusually low versus Brent because of high US-Europe shipping costs, Goldman Sachs' analysts said, are likely to average $81 in December 2026 and $73 in 2027.

Nifty 50 earnings seen rising 24.7% in Q2, best growth in 12 quarters

Power Grid, NMDC, IREDA, IRFC, RCF, RVNL, SJVN and Mazagon Dock Shipbuilders hit 52-week lows on the BSE in Thursday's intraday deals.

Jefferies has named ICICI Bank, State Bank of India (SBI) and Axis Bank as its top picks among large-cap banks post RBI MPC outcome.

Financials see sharpest outflows as investors favour pharma, consumer services

New demat accounts fell to 2.89 million in September, but quarterly additions hit a high since October-December 2024, supported by strong primary market activity

The more important signal from here will be the RBI's forward guidance, analysts said, and whether this marks the beginning of a broader tightening cycle.

Mutual fund houses' average quarterly assets under management rose to ₹87.2 trillion in Q2FY27 from ₹83.1 trillion in Q1, supported by strong inflows across categories

The US 10-year Treasury yield has climbed to 5.32 per cent from 4.15 per cent at the end of 2025, a rise of 117 basis points (bps) so far in 2026. Brent crude oil, meanwhile, is testing $100/bbl mark.

Of 151 SME IPOs listed this year, 70 trade below their issue price and 21 have lost at least half their value, while mainboard issues have delivered stronger returns

The foreign institutional investors remained net sellers for the fifth consecutive session, offloading equities worth more than ₹10,148 crore on Wednesday, September 30, 2026.

Going ahead, analysts suggest investors stick to domestic economy-focused sectors as the geopolitical situation still warrants caution.

Earlier, in the first nine months of the calendar year 2011, the BSE Sensex and Nifty had plunged 19.8 per cent and 18.9 per cent, respectively.

Geopolitical tensions, higher crude prices weigh on demand for Indian debt

The index has witnessed a sharper fall in September compared to the Nifty 50, which declined 6 per cent, and the Nifty Smallcap 250 that slipped 3.5 per cent.

SME Emerge has risen 4.34% this month, 5.55% in CY26

ACC, Ambuja Cements, India Cements, Bank of Baroda, CESC, Britannia, Crompton Greaves Consumer, Havells, REC, PFC and UPL among others from the Nifty 500 index also touched 52-week lows on Monday.

18 of the 50 Nifty stocks are trading more than 20 per cent below their respective 52-week highs, with a market cap erosion of ₹31.35 lakh crore in the same period.