Market Lens

Most of the group stocks such as TCS, Titan, Tata Communications and Tata Motors PV traded with cuts of up to 4 per cent in intraday deals on Wednesday.

DSP Mutual Fund said that despite their long-term earnings trajectory and current trailing valuations, there is room for SMIDs to underperform before they present broad investment opportunities.

Additions stood at 2.89 mn in July, highest since Jan

Within the Nifty-500, DIIs were overweight in Consumer, public sector undertaking (PSU) Banks, Oil & Gas, Telecom, Metals, and Technology sectors in the June 2026 quarter, reports suggest.

As Tata Sons faces a listing question, here is a look at other holding companies and their financial might

India, Wood wrote, continues to benefit from improving domestic fundamentals, with bank credit growth accelerating to 17-18 per cent year-on-year in 2026.

Ather Energy, Craftsman Automation, Samvardhana Motherson International and TVS Motor Company from the automobiles and auto parts sector also hit new highs in trade on Thursday.

Unusual price gaps between NSE and BSE have created short-lived arbitrage opportunities for high-frequency traders, with several Nifty 50 stocks trading at divergent prices

HSBC had earlier upgraded Indian equities to "Neutral" from "Underweight" and raised its 2026-end target for the BSE Sensex index to 84,000 levels.

New buyers lose out, redeemers gain; fund houses expect anomaly to even out over time

Ajit Mishra of Religare Broking explains that stock prices were seeing adjustments following a variation in behaviour during the closing auction session on the BSE and NSE on Monday.

Elevated crude prices against the backdrop of the West Asia crisis remained the key factor that roiled the OMCs' Q1 earnings performance.

The optimism around Q1 earnings is shifting from large caps to midcaps. Following a five-week breather near the all-time high, the Midcap Index regained momentum, said ICICI Securities.

Tracking portfolio XIRR against the Nifty 50 TRI helps direct equity investors determine if their time and effort are generating meaningful alpha

In contrast, foreign institutional investor (FII) holding declined to a new low of 17 per cent in June 2026, the MOFSL note said.

Individual investor AUM in smaller towns rose 5.2% in H1 2026 against 4.5% in top-30 cities

Among others, Manappuram Finance, Marico, Radico Khaitan, Redington, Welspun Corp, Laurus Labs and Sai Life Sciences also touched respective all-time highs in trade on Thursday.

G Chokkalingam, founder and head of research at Equinomics Research expects markets to reward stocks of companies where there is valuation comfort, earnings visibility rather than a broad-based rally.

Portfolio Management Services (PMS) industry recorded a steady rise in assets under management (AUM), which increased 1.8 per cent month-on-month to Rs 43.3 lakh crore in June 2026, reflecting growing investor preference for customised and professionally managed investment solutions. The growth continued to be driven by the discretionary segment, according to a report released by the Association of Portfolio Managers in India (APMI) on Tuesday. The industry's client base also expanded nearly 4 per cent during the month to around 2.20 lakh accounts, indicating broader investor participation in FY27. Of the total AUM, the discretionary segment accounted for Rs 36.72 lakh crore, while the non-discretionary segment managed assets worth Rs 3.42 lakh crore, and the advisory category contributed Rs 3.06 lakh crore. Total inflows surged to Rs 3.55 lakh crore in June from Rs 4,085 crore in May, led by a sharp increase in discretionary inflows. Among asset classes, equity assets rose 1.4 pe

Investors are shifting to high-quality, high-growth stocks as stronger sales, RoE and improving macro conditions drive market outperformance in FY27