Equity Markets

Elara pegs FY27 Nifty target at 30,000, sees earnings-driven gains

Elara Capital sees nearly 17 per cent upside in the Nifty by FY27, with the next phase of market gains expected to be driven by corporate earnings growth rather than valuation expansion

Equity market to fare better in 2026, expect 10-12% return: ABSL AMC

Improving earnings momentum, domestic liquidity and potential FPI inflows could help Indian equities deliver 10-12% returns in 2026, says ABSL AMC

From Baidu unit to Jio, Asia's IPO boom shows no sign of slowing in 2026

Long-dormant IPO plans are reviving, with 2026 likely to see major offerings from Baidu, Zepto, ChangXin Memory Technologies and Coca-Cola's India bottling arm

Equities poised for comeback in 2026 as growth improves: Ramesh Mantri

BFSI stocks offer strong fundamentals and attractive valuations, says WhiteOak's Ramesh Mantri, as growth improves and equities look set for a 2025 comeback

India is still early in passive investing compared with US: Ashutosh Singh

As the Sensex turns 40, passive investing is reshaping India's markets, with indices emerging as the backbone of ETFs and low-cost investment products

India enters 2026: From the snake's caution to the horse's momentum

With liquidity easing, valuations normalising and earnings turning upward, India enters 2026 primed for selective outperformance - led by banks, consumption and smallcaps

Record flows in 2025 underpin durability of SIP habit, says Navneet Munot

Steady SIP flows and rising retail participation anchor mutual fund growth in 2025, even as market sentiment tempers lumpsum investments and global risks cloud the outlook

'Valuations already elevated, so large multiple expansion hard to justify'

Simultaneous fiscal and monetary tightening hurt growth and earnings, but momentum is returning, says Axis Bank's Neelkanth Mishra, signalling a possible market turnaround

Amid ₹1.85-trn fund raise, here are 5 lessons from IPO investing in 2025

The year 2025 has seen over 100 mainboard, and 250+ SME IPOs. From frenzied demand to aggressive pricing among others, here are the key learnings from IPO investing as per experts.

Markets, spooked by Fed uncertainty, post biggest drop in two months

BSE market cap shrinks ₹7 trillion as FPIs weigh on sentiment

PMI data, US-India trade progress likely to steer markets this week

Domestic PMI data, US Federal Reserve meeting minutes and the progress on India-US trade deal negotiations are likely to influence movement in the equity market in the week ahead, according to analysts. Market direction in the next week will hinge on macro triggers such as domestic PMI data, Federal Reserve meeting minutes and the progress on India-US trade deal negotiations, analysts said. Moreover, the trading activity of foreign investors would also influence the equity market trends. "Looking ahead, market direction will hinge on key macro triggers such as India's PMI data, US jobless claims, FOMC minutes and progress on US-India trade negotiations. "A prudent approach would be to focus on sectors with strong fundamentals, clear earnings visibility, and structural tailwinds -- positioning portfolios for potential upgrades in H2FY26," Vinod Nair, Head of Research, Geojit Investments Ltd, said. Last week, the BSE Sensex surged 1,346.5 points, or 1.62 per cent, while the NSE Nift

Individual investors' share in equity options at 17-year high, shows data

They accounted for 39.1 per cent of the premium paid to trade equity options in September 2025, shows the National Stock Exchange (NSE) data on category-wise turnover,

NFO alert! SAMCO Mutual Fund launches small cap fund: Who should invest?

SAMCO Small Cap Fund is benchmarked against the Nifty Small cap 250 Total Returns Index

BS BFSI Summit: Stock-picking, patience key as market turns bottom-up

At Business Standard's BFSI Summit, fund managers said equity investors must focus on fundamentals and long-term discipline as markets adjust after years of post-pandemic exuberance

US-China thaw, US Federal Reserve rate cut hope lift stock markets

Benchmarks advance 0.7% each; market value climbs Rs 3 trillion as investors cheer signs of a US-China pact and possible Federal Reserve rate easing

Sebi cracks down on front-running trades, bars 13 entities from markets

Sebi has barred 13 individuals and entities from the securities market for 1-3 years for front-running trades using non-public information, generating unlawful gains of over ₹2 crore

Samvat 2082 gets off to quiet but positive start; Sensex, Nifty end flat

But log fresh 1-year highs in muhurat session

More than 60% of top BSE 500 stocks trading 20% below their peaks

More than 300 BSE 500 stocks are 20% or more below peaks as an earnings slowdown and US trade tariffs weigh, even as Sensex and BSE 500 trade near record highs

Jio BlackRock Mutual Fund targets consistency as it enters active arena

Jio BlackRock enters active equity space with FlexiCap Fund, leveraging BlackRock's SAE approach and offering a low 0.5% expense ratio via direct channels

See limited downside for markets from current levels, says Kunal Vora

Despite weak high-frequency data, Vora says tax cuts, strong domestic flows, and easing valuations support markets, with Nifty earnings less vulnerable to US tariffs