Equity Markets

Best of BS Opinion: Reforming institutions, governance for a changing India

Today's Opinion page examines fertiliser subsidy reform, urban governance failures, market regulation, industrial financing and antibiotic resistance through the lens of institutional accountability

New demat additions stay below 2025 average for third straight month in May

Around 2.3 million new demat accounts were opened in May, below the 2025 monthly average, as subdued markets and geopolitical uncertainties weighed on retail participation

Mutual funds stepped up equity buying in May after a lacklustre April

Mutual funds ramped up equity purchases in May, deploying fresh inflows and capitalising on a market pullback after a cautious April

US AI companies' fundraise plans spur bets on future Asian winners

Fundraising by OpenAI, SpaceX and Anthropic is fuelling investor bets that the next winners of the AI boom could emerge from Asia's supply chain

Unique investor additions by mutual funds hit 3-year low in April

Penetration slowing as equities turn volatile, gold rally loses steam

RBI relief to NBFCs likely to spur participation in equity markets

New norms, effective from July, exempt smaller NBFCs from registration need

Don't expect more than a mid-to-high single digit return: KIE CEO Gupta

Kotak Institutional Equities CEO Pratik Gupta warns that high oil prices, AI disruption and monsoon uncertainty could cap gains in Indian equities

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

Markets see sharp rebound mirroring Covid-era recovery despite geopolitical risks, with strong liquidity and investor buying driving gains across broader indices

Small and midcaps rebound to pre-West Asia war levels, shows data

Small and midcap indices rebound sharply to pre-war levels, outperforming benchmarks on attractive valuations and stronger recovery from earlier selloff

India's equity mania meets psychological test as returns outlook dims

For the first time since the pandemic, individual investors were net sellers in the secondary market in the first 11 months of the financial year that ended in March

Will FY27 be a year of fixed deposits as West Asia war dents stock returns?

Data shows that FDs beat stock market returns in FY26. Analysts, however, expect equities to outperform most asset classes in FY27 despite the ongoing geopolitical conflict in West Asia.

Equity mutual fund inflows cool as investors shift to safer bets in FY26

Surge in hybrid, commodity fund flows offset equity slump

Mkts brace for more turbulence as Iran war shows no signs of de-escalation

Escalating conflict, rising oil prices and rupee pressure likely to keep markets volatile as investors turn cautious amid global uncertainty

Markets rebound as oil prices ease; Nifty gains 1%, Vix drops 19%

Sensex jumped 640 points and Nifty rose 1% after easing crude oil prices and hopes of de-escalation in the Iran conflict lifted sentiment, even as volatility remains elevated.

Adani Power, Cochin Shipyard and 4 other stocks to join NSE's F&O segment

The six stocks that will join the F&O segment include Adani Power, Cochin Shipyard, Hyundai Motor India, Motilal Oswal Financial Services, Nippon Life India Asset Management, and Vishal Mega Mart

Motilal Oswal buys 1.65% stake in Zelio E-Mobility for ₹9.8 crore

Motilal Oswal Financial Services has purchased a 1.65 per cent stake in Zelio E-Mobility through a Rs 9.8 crore block deal, boosting institutional interest in the newly listed EV maker

Risk-reward tilting towards higher exposure to equities: Mihir Vora

Q3FY26 marked a good cyclical improvement in growth, though it may need one or two quarters to call it a decisive earnings inflection, said Vora

Best of BS Opinion: Trade deals a positive, but more reforms required

Today's Best of BS Opinion explores India's trade deals, RBI's stance amid base-year revisions, co-operatives' regulatory dilemma, equity market challenges, and Russia's wilderness in history

FMCG, financials, IT saw most FPI selling pressure in first half of Jan

FPIs extend equity selloff in early 2026, dumping FMCG, financials and IT stocks, while rotating into metals and cyclical sectors amid earnings and trade worries

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