Page 2 - Equity Market

Sensex, Nifty decline amid geopolitical tension and trade uncertainty

Sensex sheds 823 points and Nifty 253 as Middle East tensions rise and trade worries persist; aviation stocks hit after fatal Air India crash raises sentiment fears

Changing course: Nifty's valuation edge erodes as US Treasury yields surge

Historically, there is a negative correlation between US 10Y treasury bond yield and Nifty 50 valuation

Equity markets stared down the barrel - but now, the trigger's pulled

Bordering on peace tested: Past shots fired, but this bullet strikes closer to home

India's attractiveness increased lately with recovery in GDP: Kunal Vora

The situation on tariffs is still evolving, but India is relatively well placed due to its low merchandise export dependence

Equity MF inflows drop to 11-month low of ₹25,082 crore in March

SIP inflows resilient at ₹25,926 crore

IPO pipeline runs dry in March 2025, a first in nearly two years

Industry players said the sharp sell-off in February forced many companies to put off their listing plans

The Magnificent 7: FPIs' wild ride through selloff in seven sectors

Since October, FPIs have offloaded Indian equities worth ₹2.1 trillion, with seven sectors

Correction in stock prices of AMCs turns risk-reward more favourable

The recent correction in AMC stocks follows a sharp rally driven by record gains in assets under management (AUMs), fuelled by the equity market surge, particularly among leading AMCs

Quality stocks fairly valued, avoid low-growth bubbles: PGIM India MF CIO

Earnings growth may face downward revisions, leading to market volatility and drawdowns. However, the medium- to long-term outlook for the equity markets remains healthy

Will Sensex see a relief rally or extend fall this week? 76,300 remains key

Technical chart shows that as long as the BSE Sensex holds 76,300 on a closing basis, the market can hope for a relief rally; which can get stronger on break above 78,150.

Time's ripe for investors to raise equity exposure: Trideep Bhattacharya

However, we expect the focus to shift back to 'corporate earnings recovery' in the second half

Tax shift throws a wrench in the gears of buyback offers in 2024

In 2024, 48 companies repurchased shares worth Rs 13,423 crore, compared to Rs 48,079 crore spent on share buybacks by the same number of companies in 2023

SBI chief pitches for institution to track funds raised by small businesses

State Bank of India chairman CS Setty on Friday pitched for the creation of a market infrastructure institution to track the end-use of funds borrowed or raised as equity by small businesses. A "viable mechanism" is needed to ensure that the funds are used for the intended purposes, Setty said in remarks which come amid heightened concerns on the subject of end-use of funds. "We will require a viable mechanism to track the actual use of these funds to ensure that the funds are utilised for the purposes they have been raised for, probably through the establishment of a separate market infrastructure institution with powers to track the use of borrowed funds or the funds raised through equities," Setty said. Addressing a conference organised by the Sebi-promoted NISM here, Setty said the creation of such a platform will provide comfort to lenders as well as investors, and make pricing more competitive. It can be noted that the RBI has been pressing lenders to monitor end-use funds, .

'Real stock market money is with Gujjus.. Let that sink in': Nithin Kamath

Nithin Kamath: Ahmedabad and Mumbai account for 80 per cent of equity delivery trades, Nithin Kamath said on X

Global trends, earnings, FII trading activity to drive markets: Analysts

Equity markets this week will take cues from global trends, trading activity of foreign investors and quarterly earnings, with TCS kick-starting the results calendar on Thursday, analysts said. Macroeconomic data announcements and the rupee-dollar trend would also dictate market trends, experts noted. "The Q3 FY25 earnings season will begin this week, with IT giants and leading financial institutions set to announce their results. TCS and Tata Elxsi will declare results on Thursday, January 9, 2025. Investors will closely monitor individual stock performances. "Following the earnings season, markets' focus is expected to shift towards the upcoming Union Budget and the policy decisions of the Trump 2.0 administration," Pravesh Gour, Senior Technical Analyst, Swastika Investmart Ltd, said. Foreign institutional investors (FIIs) have been net sellers, while domestic institutional investors (DIIs) have been actively buying. This ongoing tug-of-war between FIIs and DIIs is likely to pla

Return expectations need to be moderated, says Kotak AMC CIO Upadhyaya

Kotak AMC CIO said investors should consider market's long-term behaviour and not focus only on strong returns of last four years

Time correction likely ahead, expect low-to-flat returns in near-term

The pharma and healthcare sectors have consistently delivered strong earnings, outperforming expectations

Rupee hits new low of 84.50/$ amid equity sell-off, geopolitical tension

Uncertainty around the US Federal Reserve's future rate trajectory further weighed on the local currency

Period of easy returns now over, taper expectations: Motilal Oswal

The recent correction in the equity market has brought largecap valuations close to their long-term averages, the report added. However, midcap and smallcap valuations remain relatively expensive

Larger balanced advantage funds remain low on equities, shows data

The equity market corrected substantially in October after logging gains for consecutive months. The Nifty 50 index ended the month down 6.2 per cent