Page 2 - Puneet Wadhwa/undefined

BSE Smallcap index hits over 7-week low in trade; Symphony, CMS Info slip

The BSE Smallcap index is trading lower for the fourth straight day, quoting at its lowest level since September 30, 2025.

Market forecast 2026: UBS, Franklin Templeton AMC, Emkay, others decode

Most brokerages remain optimistic on the road ahead for the Indian equity markets and expect the Sensex to hit new highs in 2026 provided earnings remain supportive

Morgan Stanley's bull-case scenario: Sensex at 107,000 by December 2026

India is ending 2025 with its worst relative performance versus the emerging markets (EM) since 1994, Morgan Stanley said. Relative valuations, they believe, have corrected meaningfully

Sensex at 300,000? It's very much possible! Here's the calculation

The superior EPS growth rate in India, Goldman Sachs believes, would come on the back of strong structural growth and demographic tailwinds

Indian markets a relative-return disaster; rupee bottom at 89: Chris Wood

The biggest risk to the bottoming out of the rupee, Wood believes, is the continuing resort to handouts in state election politics which have been a feature for the past two years

D-St to act as hedge for funds looking to trim global AI play, say analysts

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

Retail investors' NSE market-cap share at 22-yr high of 18.75% in Q2FY26

After four successive quarters of decline, total promoter ownership in NSE-listed and Nifty 500 companies held broadly steady at 50.1 per cent and 49.3 per cent, respectively, in Q2-FY26

Is the gold price rally trying to warn against a rise in inflation?

Christopher Wood, global head of equity strategy at Jefferies expects gold prices to hit $6,600/oz going ahead, up 57 per cent from the current levels.

Expect a shift from derivatives to cash-market investing: Emkay's Karwa

As the global artificial intelligence (AI)-led trade moderates due to rich valuations, India will re-emerge as one of the most attractive growth markets in a slowing global environment, Karwa said

India to be 3rd-largest economy by 2028; equities remain pricey: UBS

From a stock market perspective, however, UBS remains underweight on Indian equities as valuations in their view still look expensive relative to the ordinary fundamental performance of companies.

Time to start buying gold for the long term, suggest analysts

From a technical perspective, the first key technical support for gold, according to WGC, is seen around its medium-term 55-day average and initial Fibonacci retracement of the rise from the 2022 low

PTC Ind, RIL among 5 Indian stocks in Goldman Sachs' APAC conviction list

Among sectors, their biggest 'conviction' as regards India is on the defence sector, where Goldman Sachs believes PTC Industries is scores over its peers

Sensex can hit 100,000 by June 2026; market correction over: Morgan Stanley

The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance

India a boring market in 2025; Nifty to rise 15% on earnings: Mark Matthews

Mark Matthews says that India is the only essential emerging market for global portfolios. India's two big strengths, he believes, are its demographics and 'Jugaad' - the 'can-do' spirit

UBS finds emerging markets attractive; India among preferred bets

Improving global and domestic liquidity, persistent underweight positioning by global investors, and a renewed search for geographical diversification further underpin UBS' positive outlook on India

Smallcaps set for worst Samvat in 6 years; Nifty posts single-digit return

BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years

$3500 to $4000/oz: Gold's 36-day $500 gain fastest in history, says WGC

Gold allocations amid the recent sharp run in prices may prompt portfolio rebalancing by strategic investors, WGC believes

Rs 6 trillion & counting: DIIs pump record money in Indian stocks in 2025

The strong domestic flow, meanwhile, offset the selling by foreign portfolio investors (FPIs) during CY25, who pulled out $23.3 billion (Rs 2.03 trillion) from the domestic equity markets.

Risk-reward is tilting in favour of Indian equities: Sonam Udasi, Tata AMC

If tariff concerns abate, global investors could eventually play catch-up

Time to book profit in gold, silver after 61% jump in the last one year?

Apurva Sheth, head of market perspectives and research at SAMCO Securities believes that the recent buying frenzy in both gold and silver has been led by FOMO - buying out of fear of missing out