Puneet Wadhwa

Elevated oil prices are the new normal; $120/bbl possible, say analysts

For the first time since the US-Iran war started in February 2026, S&P Global Energy does not project West Asian crude oil production to return to prewar levels by the end of 2027

Foreign investors may rejig allocation to Indian financials: Jefferies

Beyond the core earnings trajectory, clarity on the tenure and succession plans of chief executives at large financial institutions will also be important for the sector, analysts said.

Investors pump $18bn into gold ETFs in Aug.; Europe-listed funds lead: WGC

North American demand, according to the report, was relatively modest early in the month before accelerating sharply during the week of 17 August when funds added roughly $4 billion.

SBI, BoB, Canara Bank: 8 out of 12 Nifty PSU Bank stocks trade below 200-DMA

The 200-DMA is a technical indicator widely used to determine the long-term trends of the underlying index or stock. Indices or stocks trading below the 200-DMA are considered to be in a downtrend.

​US 10-year bond yield topping 5% a near-term risk for markets: Chris Wood

The rate on 10-year Japanese government notes, too, climbed higher to hit 3 per cent for the first time since 1996, while UK 30-year yields reached the highest since 1998.

₹1 trillion market-cap stock club swells 27% to 119 in FY27

Among the new additions, Laurus Labs saw its market-cap rise 92 per cent to ₹1.03 trillion from ₹53,546 crore as of March 30, 2026

Mid-, smallcaps' outperformance vs Nifty hits 2026 high; analysts weigh in

The Nifty Midcap and Smallcap indices outperformed the Nifty 50 index by 14 percentage points and 21 per centage points respectively at the peak levels in calendar year 2026, shows data.

HDFC Bank's Puri legacy hard to match; India expensive mkt: Shankar Sharma

SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.

Jefferies, Nomura: Brokerages on Sashi Jagdishan's decision to exit HDFC Bank

"Jagdishan's decision is incrementally positive as it removes one binary uncertainty," analysts at Nomura said in a note post the development.

6 months of West Asia war: Market winners, losers & the road ahead

At the bourses, meanwhile, investors sought refuge in realty, pharma and the metal pack. Their respective indexes on the NSE gained up to 17 per cent thus far, ACE Equity data shows.

Gold monetisation: Manappuram, MCX among Jefferies top stock picks

While gold has traditionally been a dormant store of value for Indian households, the current price upcycle is increasingly turning the asset into a source of liquidity through gold-backed loans.

FPIs pump in over Rs 27k cr in Aug; highest monthly flow since Sept 2024

Despite being net buyers for the past two months, FPIs are still net sellers in Indian equities thus far in 2026 with their net sales totalling Rs 2.27 trillion ($24.31 billion) in CY26, data shows.

​Hormuz disruption to keep oil prices firm; $100/bbl risk looms: Analysts

Rabobank expects Brent to remain volatile in the months ahead, with $70-$75/bbl acting as the lower-end support zone and $95-$100 forming the upper end of the range.

Delhi Master Plan 2047 puts brokerages' spotlight on Max, Fortis, Medanta

For hospital operators, a Jefferies note said the MPD introduces several measures that could improve asset productivity and enable higher capacity creation in land-constrained areas.

Opportunity to raise money via NFOs maybe limited: Chirag Setalvad, HDFC AMC

The slowdown in NFOs is more to do with the product suite being complete rather than concerns on the market's trajectory, Setalvad said.

ICICI Bank, SBI: Foreign brokerages pick winners in the Indian banking pack

Among large private banks, Goldman Sachs sees the strongest upside in ICICI Bank; Bernstein, meanwhile, rates ICICI Bank, Axis Bank, HDFC Bank and IndusInd Bank as 'Outperform.

Nearly three in four Indian crypto investors are under 35: CoinSwitch study

Despite differences in trading behaviour and portfolio construction, Bitcoin and Dogecoin emerged as the most popular crypto pairing across every age group in Q2-CY26 on the CoinSwitch platform.

Nifty makes history; fails to cross previous day's high for 12 straight sessions

While Nifty may be struggling to make new highs, history, analysts said, suggests such extended periods of failing to cross the previous day's high have often been followed by a meaningful upside.

Bernstein shuffles India portfolio as Q1 earnings offer stock-specific bets

Bernstein has, however, held on to some of the stocks in its earlier focus list - Larsen & Toubro (L&T), NTPC Axis Bank, HDFC Bank, Nuvama and HomeFirst.

'India has been competing for FII flows since 12 mths, but has been losing'

For FII flows to accelerate - lower crude oil prices, rupee stability and two consecutive quarters of earnings delivery without downgrades seem must, says Jignesh Desai of Centrum Broking.