Market Lens

If you are an investor who believes that buying equity is being a part-owner in a business, this fall in prices demands that you look beyond the prevailing narrative

For OMCs, analysts suggest the fall in stock prices reflects, to some extent, the pain on account of higher crude oil prices that surged past the $100 a barrel (bbl) mark

So far this year, global funds have sold Indian equities worth ₹86,285 crore, according to NSDL data. In calendar year 2025, total FPI outflows stood at over ₹1.66 trillion

Despite the sharp pullback, analysts reckon that the current weakness reflects a geopolitics-driven correction rather than a structural bear market

HDFC Bank, ICICI Bank and Kotak Mahindra Bank attract strong inflows from mutual funds in February, while fund houses trim exposure to SBI and other large-cap stocks

Emkay Global warns of a 10-per cent downside in Nifty as Iran war volatility keeps crude oil above $100 per barrel. It has picked HDFC Bank, Eternal, and Max Healthcare as top stocks to buy now.

NSE, whose IPO is yet to open, saw its unlisted shares fall 3.47 per cent to ₹1,945, while BSE shares, already listed, rose 5.64 per cent to ₹2,860

The research and broking house sees up to 10 - 15 per cent risk to consensus earnings estimates for FY27F in case oil prices remain at elevated levels.

Experts suggest that investors may consider initiating SIPs in diversified equity schemes such as multi-cap or flexi-cap funds amid market downtrend

Crude oil above $110 could become a "breaking point" for India, forcing fuel price hikes and pressuring government finances, says Elara Capital. Notably, oil prices hit $106 per barrel on Monday

Analysts at Kotak Institutional Equities advise investors to use the Iran war-led market correction to rebalance portfolios and buy quality stocks amid valuation dislocations.

The ADR has remained below 1 in six of the past 12 months, indicating that market breadth had already been deteriorating before the latest geopolitical flare-up

Closure of the Strait of Hormuz, the lifeline for global oil and gas transit, also remains closed. As a result, crude oil and gas prices have been on an upward spiral in the last few days.

Since the start of the West Asia conflict, the Nifty Midcap and Smallcap indices have moved lower, mostly in line with the frontline Nifty 50, but with less intensity

The report highlights a clear divergence in behavior between Indian retail investors and global institutional players, identifying four distinct phases in the silver ETF net flow.

Analysts at Shriram AMC warn that LNG supply disruption due to the Iran war may hurt India Inc earnings more than crude oil shortages

In just the past week, the total mcap of BSE-listed companies has fallen by about ₹15.9 trillion from ₹449.35 trillion on March 6

Exchange hires 20 investment banks and multiple legal advisers as it prepares to file draft papers for a long-delayed public listing later this year

According to Ace Equity data compiled by Business Standard, 250 out of 495 BSE 500 stocks have lagged the Sensex over the same period as of March 10, 2026

Pandey calls for disciplined practices, ESG integration, and long-term capital deployment