Indian Equities

US, India unattractive on free cash flow yields: Goldman Sachs report

S&P 500 and Nifty 50 offer free cash flow yields of 2.7 per cent each, compared with 5 per cent for Europe's Stoxx 600, according to market data

FII ownership falls to 17-year low as domestic investors strengthen grip

FPI ownership in NSE-listed companies fell to 15.1 per cent, while domestic mutual funds raised their stake for the 12th straight quarter to a record 11.6 per cent

FPIs swayed markets the most in Q1 as buying decisions moved stock prices

FPI buying decisions had a stronger link to stock performance in Q1FY26, even as their share of NSE-listed companies' market capitalisation fell to a 14-year low

Favourable advance-decline ratio extends into a second straight month

More BSE stocks advanced than declined for a second straight month in July as strong earnings, FPI inflows and broad-based buying lifted large-, mid- and small-cap indices

Corporate earnings may see low double-digit growth in FY27: Alok Singh

Global uncertainties remain the biggest driver of market sentiment despite healthy domestic indicators, says Bank of India Mutual Fund CIO Alok Singh

Federal Reserve's 'hawkish hold' muddies path for stocks and bonds

The Fed's decision to hold rates while signalling a hawkish stance has heightened uncertainty, leaving investors to navigate volatile stock and bond markets without clear forward guidance

Falling crude prices help Sensex, Nifty snap five-day losing streak

Benchmark indices gained around 1 per cent as easing geopolitical tensions pulled down crude prices, while the rupee emerged as the best-performing Asian currency

Dramatic rally elusive, but healthy returns within reach: Kunal Vora

BNP Paribas expects Indian equities to recover as earnings improve, with private banks, telecom and consumer staples favoured despite crude oil and geopolitical risks

Street signs: IPO season peaks, 23,650-23,600 key support level for Nifty

July's IPO boom continues with Manipal Health, while investors track Nifty support levels, rising crude prices and Suzlon Energy's appeal against Sebi before SAT

FPI inflows resume in July; metals, consumer services among top buys

Foreign portfolio investors turned net buyers in the first half of July, with consumer services, metals and mining, and healthcare attracting the highest equity inflows

Markets log best day in over a month on Reliance, HDFC Bank gains

Total market capitalisation of BSE-listed firms rises to ₹481 trillion, up by ₹37,000 crore

Oil price surge derails FPI return to Indian equities amid West Asia crisis

Foreign investors have turned net sellers after an eight-session buying streak as rising crude prices and renewed West Asia tensions weigh on sentiment and outlook

HSBC upgrades Indian equities to 'neutral', raises Sensex target to 84,000

Brokerage upgrades Indian equities to 'Neutral' from 'Underweight' and raises its 2026-end Sensex target to 84,000, citing easing oil prices, stable rupee and improving foreign investor sentiment

Street signs: Healthy GMP for SBI Funds Management ahead of IPO

SBI Funds Management's IPO debuts with a 17% GMP as ethical investing gains traction and SAT reinforces insider trading norms in key market developments

Retail investor flows rebound in H1CY26 with ₹57,203 crore inflows

The data shows a rebound in the investor interest despite the global uncertainty

Investors turn to India as AI market storm rattles global equities

India's lack of AI plays has been a hurdle most of the year as investors turned to markets like South Korea and Taiwan that delivered stellar returns

Stormy H1CY26 for Street ends with a flicker of hope amid global headwinds

Indian equities posted their weakest first half in years, though June saw the Nifty outperform emerging markets despite heavy foreign investor selling

Sensex logs worst H1 decline since pandemic as broader indices outperform

The Sensex declined 10.3 per cent in H1CY26 amid persistent FPI selling, while small- and mid-cap indices outperformed on strong domestic investor support

Underperformance phase likely ending for Indian equities: ICICI Securities

ICICI Securities says Indian equities may be emerging from a prolonged weak phase as valuations ease, growth improves and key macro risks recede

India's biggest equity fund makes contrarian bet on IT stocks amid AI fears

PPFAS Mutual Fund's $14.9 billion Flexi Cap Fund has added exposure to IT services companies over the past three months to May as valuations cooled sharply