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FIIs revisit Indian stocks with 2025's 3rd-biggest buy; will flows sustain?

The renewed interest by FIIs in Indian stock markets could be a one-off, said market analysts, who expect flows - both domestic and foreign - to remain volatile going ahead depending on news flow

Where to invest as markets overcome tariff fears? Analysts weigh in

From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts

Morgan Stanley cuts December 2025 Sensex target by 12% to 82,000 levels

As an investment strategy, Morgan Stanley remains overweight on financials, consumer cyclicals, and industrials; and are underweight on energy, materials, utilities and healthcare.

Investors should reset return expectations: ICICI Pru AMC's Anand Shah

The tariff measures announced have the potential to weaken global trade and consumption, putting pressure on both margins and volumes for export-oriented manufacturers

Will Nifty follow history and crash below the 20,000-mark? Details here

The NSE Nifty 50 has been trading above the psychological 20,000-mark since December 2023. Here are the key levels to watch out for on the index.

Stock market crash 2025: What's different from the past market meltdowns?

Credit event risks have been a feature of nearly all the past crises such as the global financial crisis in 2008 and the more recent Covid-triggered scare in 2020.

What should mutual fund investors do amid the market crash? S Naren advises

The best time to invest is when panic grips markets and valuations are attractive. While there is fear in the market today, valuations haven't reached cheap levels yet, Naren of ICICI Pru MF said

US President Trump tariffs push markets down rabbit hole of uncertainty

They suggest that the announcement of tariffs by US President Donald Trump has trapped markets in a bottomless pit for now, forecasting further declines in the near future

FY26: A market-share grab year for broking, says Centrum Broking's ED & CEO

The gross domestic product growth for FY26 is estimated at around 6.5%, and the earnings growth for Nifty for FY26, said Sandeep Nayak, ED and CEO at Centrum Broking

Risk of a waterfall decline in the US stock market is rising: Chris Wood

Tariff hikes are plain news as the historic precedent of the Smoot-Hawley Tariff Act of 1930 highlights. This is an impoverishment day, not a liberation day, Wood said in his weekly note GREED & fear.

Gold prices can rise 13% in 18 months to hit $3500 an ounce: BofA Securities

The key risks to the upside in gold, BofA Securities said includes US fiscal consolidation, reduced geopolitical tensions, and a return to collaborative inter-governmental relations

Brokerages analyse US tariffs impact on economies, sectors and markets

Analysts at Barclays, meanwhile, estimate that nearly $22 billion worth of India's exports (30 per cent of exports to the US and 5 per cent of total goods exports) are most at risk

DLF, RIL, Zomato, MakeMyTrip: Chris Wood of Jefferies rejigs India exposure

At a broader level, meanwhile, Wood suggested investors sell rallies in the US stocks and increase exposure elsewhere, most particularly Europe, China and emerging market equities in general

MakeMyTrip, Titan: 10 stocks Goldman Sachs thinks can rise 23% in 12 months

Nifty 50 has corrected 10 per cent from its peak in September 2024, Goldman Sachs said, driven by cuts in EPS growth following a slower macro as well as a sharp correction in valuation multiples

Nifty Midcap 100 set to outrun Nifty 50 for fifth straight financial year

As things stand, the small-and mid-caps look relatively more expensive, said Jyotivardhan Jaipuria, founder & managing director, Valentis Advisors, and can underperform in the early part of FY26

The best investment opportunity remains in India: Venugopal Manghat

Manghat tells that they have increased cash positions across most of their schemes over the past few months

Next 1-2 quarters' earnings key for FIIs' view of India: Akash Hariani

Forgotten asset classes like fixed income are being talked about, along with hybrid funds and offshore funds exposure from a diversification perspective

Nifty IT at 9-month low; brokerages flag weak earnings outlook for sector

Among individual IT stocks, Infosys slipped over 5 per cent in intraday deals on Wednesday, after Morgan Stanley downgraded the stock to 'equal weight', and preferred TCS.

At what level does IndusInd Bank stock become a Buy? What analysts say

Investors should not rush into IndusInd Bank stock right now, but buy on news flow and in a phased manner, reckons Gaurang Shah of Geojit Financial Services.

Sensex can hit 105,000 by December 2025; recession a risk: Morgan Stanley

The risk-reward for the Indian markets, Morgan Stanley said, is turning favourable, and see the Sensex at 93,000 levels by December 2025 - up 25 per cent from the current levels as their base case.