Equities
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
 "Market playbook under strain amid West Asia war; downside seen limited")
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
 "Street Signs: Nifty logs sixth weekly fall, sliding into your DMs, more")
Goldman Sachs downgrades Indian equities, cuts Nifty target to 25,900
Goldman Sachs has downgraded Indian equities to marketweight, citing high energy prices and macro risks, and cut its Nifty target to 25,900
 "Goldman Sachs downgrades Indian equities, cuts Nifty target to 25,900")
Morgan Stanley sees scope for market re-rating in Indian equities
Inexpensive relative valuations, strong policy stimulus and an emerging growth upcycle could support markets, the brokerage says
 "Morgan Stanley sees scope for market re-rating in Indian equities")
At $43.2 billion, record outflows from global equity funds in a week
Global equity funds see record $43.2 billion weekly outflows as heavy selling in US and Chinese stocks outweighs inflows elsewhere
 "At $43.2 billion, record outflows from global equity funds in a week")
China, India among region's best stock markets for investors, says Mobius
He remains a bull on Indian stocks, citing the government's move to increase spending and investments, particularly in the technology sector
 "China, India among region's best stock markets for investors, says Mobius")
Value funds' outlook: Broad-based earnings recovery could boost performance
A shift in sector leadership could also favour these funds
 "Value funds' outlook: Broad-based earnings recovery could boost performance")
Earnings, policy aid to lift Indian equities after 2025 underperformance
The Nifty 50 and Sensex advanced about 10 per cent and 8.5 per cent, respectively, in 2025, marking their tenth straight year of annual gains
 "Earnings, policy aid to lift Indian equities after 2025 underperformance")
Better valuations set stage for a stronger 2026: Canara Robeco AMC CIO
Improving earnings visibility and fairer valuations could set the stage for a stronger 2026 for Indian equities, with financials and consumer discretionary stocks leading gains
 "Better valuations set stage for a stronger 2026: Canara Robeco AMC CIO")
Mutual funds' NFO collection shrinks in 2025 as equity appetite cools
Mutual funds launched 222 NFOs and raised ₹63,631 crore in 2025 (as of November), down sharply from 2024, as active equity demand softened amid volatile markets
 "Mutual funds' NFO collection shrinks in 2025 as equity appetite cools")
EM equities, and India especially, on the back foot: Praveen Jagwani
The MSCI India Index has lagged broader EM by nearly 15 percentage points in 2025 - the widest gap since 2011
 "EM equities, and India especially, on the back foot: Praveen Jagwani")
Equities less than 12 months? Good luck, says Morgan Stanley's Ridham Desai
Ridham Desai warns being bullish doesn't mean markets will generate positive returns every year and investors should invest in equities with a long-term horizon
 "Equities less than 12 months? Good luck, says Morgan Stanley's Ridham Desai")
India's long-term equity story remains strong, says Morgan Stanley MD | Stock market | BFSI Summit
Morgan Stanley’s managing director and chief India equity strategist, Ridham Desai, on Friday said that India’s long-term equity story remains strong even as the Indian market has underperformed
 "India's long-term equity story remains strong, says Morgan Stanley MD | Stock market | BFSI Summit")
Jane Street nets $2.3 bn from booming India equity options trading
The trading haul was a sharp surge from 2023, underscoring the country's growing importance to the firm's global expansion, according to people familiar with the matter
 "Jane Street nets $2.3 bn from booming India equity options trading")
Tax harvesting drives biggest domestic equities selloff by retail investor
In March, individual investors pulled out over Rs 15,000 crore-most since data is available
 "Tax harvesting drives biggest domestic equities selloff by retail investor")
Rupee slips on weak equities, importer dollar bids; ends higher for week
The rupee closed lower at 86.7125 against the U.S. dollar after rising to 86.4850 earlier in the session. The currency was up 0.1% week-on-week
 "Rupee slips on weak equities, importer dollar bids; ends higher for week")
Gold takes the crown as equities stumble on a shaky throne, shows data
Allocate 10-15% to gold, but don't expect last year's gains: Experts
 "Gold takes the crown as equities stumble on a shaky throne, shows data")
Donald Trump tariffs roil markets: Equities crash, rupee flies high
The selloff wiped out ₹9.3 trillion in market value, extending the decline from recent peaks to nearly ₹70 trillion
 "Donald Trump tariffs roil markets: Equities crash, rupee flies high")
Market Highlights: Eco Survey buoys D-Street; Sensex up 741 pts, Nifty at 23,508; eyes on Budget now
Markets Today LIVE: Markets in Indian are poised to open with an upside, amid firm global cues, as investors track the start of the Budget session with the presentation of the Economic Survey today
 "Market Highlights: Eco Survey buoys D-Street; Sensex up 741 pts, Nifty at 23,508; eyes on Budget now")
Stock Market Close Highlights: Sensex up 3rd day, gains 227 pts; Nifty at 23,249; TaMo sinks 7%
Markets Today Highlights: Among the broader markets, the Nifty Smallcap 100 index gained 0.12 per cent, while the Nifty Midcap 100 index edged lower by a marginal 0.01 per cent
 "Stock Market Close Highlights: Sensex up 3rd day, gains 227 pts; Nifty at 23,249; TaMo sinks 7%")