Page 3 - Samie Modak

Benchmarks retreat amid sharp IT selloff as oil surge hits sentiment

Benchmark indices fell as IT stocks slumped and crude oil prices surged, with geopolitical tensions and profit-booking weighing on investor sentiment

Markets trace Covid-era comeback: BSE 500 up 12.1% so far this month

The Sensex rose 753 points, or 0.96 per cent, to 79,273, while the Nifty 50 added 212 points, or 0.9 per cent, to 24,577 - both their strongest finishes since March 6

Hindalco likely to replace Trent in Sensex in upcoming June rejig

Analysts expect Hindalco to enter the Sensex in the semi-annual rebalance, replacing Trent, with potential passive inflows of ₹3,800 crore

Markets log 2nd straight week of gains amid easing West Asia tensions

Benchmark indices rise for second week as easing geopolitical tensions and lower crude oil prices lift sentiment; broader markets outperform benchmarks

Mark Mobius, pioneer of emerging markets investing & India bull, dies at 89

Veteran investor Mark Mobius, who championed emerging markets and India, dies at 89, leaving behind a legacy of reshaping global investing and expanding opportunities

Sebi allows issuers to tweak IPO size without refiling their DRHP

Securities and Exchange Board of India eases IPO norms, allowing firms to cut fresh issue size by up to 50% without refiling DRHP amid volatile markets

Zerodha, Angel One, Upstox lead fall in active investors amid volatility

Retail trading activity cools as volatility and weak returns shrink NSE's active client base, with discount brokers seeing the sharpest decline

Domestic mutual funds buy banking stocks as FPIs exit in March selloff

Domestic mutual funds invested heavily in banking stocks in March, offsetting record foreign outflows as market sentiment weakened amid global geopolitical tensions

Earnings momentum, structural drivers stronger for other EMs: Tirumalai

UBS flags elevated valuations as global investors stay cautious on India, favouring other EMs amid stronger AI-driven growth opportunities

Sebi considers infusing fresh life into Indian Depository Receipts

Move could deepen domestic capital markets, help MNCs easily list locally

FPI, MF positioning leaves HDFC Bank vulnerable to further downside

Despite attractive valuations, persistent FPI overweight and limited domestic mutual fund capacity may keep HDFC Bank stock vulnerable to further declines

India's high valuation premium to other EMs won't return easily: Amish Shah

Shah said any further market upside is likely to be earnings-led rather than driven by valuation expansion

In times of market volatility, stagger capital deployment: Rajesh Saluja

Amid market turmoil, ASK Wealth's Rajesh Saluja urges investors to stay disciplined on asset allocation, avoid panic, and use staggered investing to navigate volatility

Market playbook under strain amid West Asia war; downside seen limited

The median fall across key global events since 2003-including the Lebanon War, the Russia-Ukraine conflict, and the Israel-Hamas war-stands at around 7 per cent

Street Signs: Nifty logs sixth weekly fall, sliding into your DMs, more

A clear reversal in market leadership played out across major sectoral indices between FY25 and FY26

Nomura downgrades India equities to neutral on oil, AI and inflow risks

Brokerage flags risks from elevated oil prices, slowing domestic inflows and India's weak positioning in AI, even as valuations remain stretched versus regional peers

ECM fees rise sharply even as investment banking revenues slump in Q1

Equity capital markets underwriting fees rise 39% in Q1 despite weaker deal volumes, while overall investment banking revenues fall amid subdued M&A and debt market activity

JioBlackRock CEO Marc Pilgrem to exit, Swapnil Bhaskar to take charge

Marc Pilgrem will step down from JioBlackRock Investment Advisers and return to BlackRock, with Swapnil Bhaskar set to take over as CEO as the venture expands its digital wealth platform

Nvidia closes in on India's market capitalisation amid relentless AI boom

As of March 31, Nvidia was valued at $4.24 trillion-just 3 per cent shy of India's total market capitalisation of $4.37 trillion

Key resistance near 23,000 caps Nifty gains despite sharp rebound

Nifty 50 rebounded sharply but faced selling near 23,000, with analysts flagging a weak trend, strong resistance levels, and continued volatility in the near term