Market Lens

US attack on Venezuela: Impact on oil, Indian stock markets, energy stocks

Analyze how the US capture of President Maduro impacts India's energy security, RIL, ONGC, and the stock market. Get expert views from PL Capital & Choice Equity

Updated On: 05 Jan 2026 | 2:30 PM IST

Mutual funds' net equity purchases surged 13% in 2025, shows data

Mutual funds pumped a record ₹4.9 trillion into equities in 2025, driven by strong SIP inflows and retail participation despite volatile markets

Updated On: 04 Jan 2026 | 11:00 PM IST

Earnings revival to boost Indian equities in CY26; SBI, Infy top MOFSL bets

Motilal Oswal said the Nifty is trading at a 12-month forward P/E of 21.2x, near its long-period average of 20.8x, suggesting valuations are reasonable.

Updated On: 02 Jan 2026 | 9:51 AM IST

Mutual fund AUM growth likely to stay above 20%, 3rd year in a row

Rise in debt, commodity ETF inflows offset lower lumpsum inflows into equity schemes

Updated On: 01 Jan 2026 | 11:03 PM IST

Precious metals outshine stock returns in 2025 amid global volatility

Gold and silver delivered outsized gains in 2025, while Sensex and Nifty rose for a 10th year, held up by retail inflows even as FPIs sold and earnings lagged

Updated On: 31 Dec 2025 | 11:12 PM IST

India vs global markets: Will 2026 reverse AI-led underperformance?

Will Indian markets outperform global markets in 2026? Analysts weigh earnings recovery, valuations, AI risks to forecast Indian equities outlook for the new year

Updated On: 31 Dec 2025 | 8:28 AM IST

Large, mid or small caps? Here's 2026 playbook post SMIDs' underperformance

The Nifty SmallCap index has declined 7 per cent so far this year (CY25), the most since the 14-per cent fall in CY-2022, as against a 10 per cent rise in the benchmark Nifty50 index in 2025

Updated On: 31 Dec 2025 | 8:19 AM IST

MF investor additions hit slow lane in 2025 as equity volatility bites

Industry adds 5.8 million investors this year compared to 10.6 million in 2024

Updated On: 30 Dec 2025 | 11:20 PM IST

Market outlook 2026: Earnings, Budget, FII flow, trade deal to drive stocks

Market outlook 2026: Looking ahead, Akshat Garg, head of research & product at Choice Wealth, believes calendar year 2026 is likely to be a stock-picker's market

Updated On: 29 Dec 2025 | 3:22 PM IST

2026 investment strategy: PSU banks, IT 'cheap'; defence stocks 'expensive'

Analysts think financials, metals, and IT sectors are trading at 'relatively' better values and may offer suitable entry points at current levels

Updated On: 29 Dec 2025 | 8:30 AM IST

Smallcap index set for worst show in 7 years; time to cherry-pick?

Most small-cap stocks, according to analysts, were richly valued in CY25 after their sharp run in the last two calendar year

Updated On: 29 Dec 2025 | 7:30 AM IST

Flexicap funds and gold ETFs top mutual fund folio additions in 2025

Flexicap funds and precious-metal ETFs dominated new investor accounts in 2025, as retail money sought diversification, lower-risk equity exposure and performance-linked returns

Updated On: 28 Dec 2025 | 10:37 PM IST

Flexicap funds emerge as most preferred equity MF for investors in 2025

Flexicap funds top equity MF inflows in 2025, emerging as investors' preferred choice amid volatile markets and becoming the largest equity category by assets

Updated On: 26 Dec 2025 | 10:50 PM IST

Foreign share in AIF fundraising falls as domestic capital picks up pace

Domestic fund raising is growing faster amid increased local interest

Updated On: 26 Dec 2025 | 11:28 PM IST

Equity in household savings to rise after short-term 'blip': Emkay Global

The share of gold in household savings has risen sharply by 855 bps over the past 12 months to 45.6 per cent, primarily on the back of M2M gains

Updated On: 26 Dec 2025 | 12:52 PM IST

Large, midcap cutoffs set to scale new highs in Jan rejig amid market rally

A report by Nuvama Alternative and Quantitative Research estimates the largecap cutoff to surge 15 per cent to ₹1.05 trillion compared to the current threshold of ₹91,572 crore

Updated On: 26 Dec 2025 | 12:14 AM IST

Year-ender 2025: D-St set to see record FII selloff; DII inflows cushion

Despite the global uncertainty and a selloff in risk assets, the Nifty 50 has stayed range-bound over the past few months, supported by robust domestic inflows

Updated On: 24 Dec 2025 | 11:29 PM IST

Motilal Oswal sees FY26 earnings pick-up; financials, autos lead equities

The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.

Updated On: 24 Dec 2025 | 9:42 AM IST

Year-ender 2025: India stocks lag EM, Asia in worst showing in decades

Kotak Securities pegs Nifty's December 2026 target at 29,120 in their base case, nearly 13 per cent above current levels

Updated On: 23 Dec 2025 | 7:31 AM IST

FPIs pull back most from finance, IT stocks in first fortnight of Dec

FPIs pulled out ₹17,823 crore from Indian equities in early December, with heavy selling in financials and IT, while oil & gas and metals saw selective buying

Updated On: 21 Dec 2025 | 11:14 PM IST