Page 27 - Indian Equity Markets

FPIs flood Indian equity markets, infuse Rs 1.5 trn despite uncertainty

In a dazzling resurgence, foreign investors have graced the Indian equity markets with an influx of nearly Rs 1.5 lakh crore in 2023, fuelled by optimism over the country's resilient economic fundamentals amid shadows of a gloomy global scenario. Experts believe that the positive trend may continue in 2024. This follows Indian equities witnessing the worst-ever net outflow of Rs 1.21 lakh crore by FPIs in 2022 on aggressive rate hikes by the central banks globally after net inflows for three consecutive years. Going forward, as the general elections approach next year, political stability and economic growth will become focal points for foreign investors. Besides, global cues on the inflation and interest rate scenario would dictate the flow of foreign money into Indian equities, said Himanshu Srivastava, Associate Director Manager Research at Morningstar Investment Research India. India, with its promising position for economic growth, is expected to continue attracting foreign ..

Analysts suggest hedging India equity portfolio before state poll results

India's blue-chip Nifty 50 index, hovering near record highs, has rallied 5% in November and is up 11% this year. It was at 20,044.6 at 12:40 p.m. IST

Indian equity markets gain significant heft in emerging market basket

Country's recent outperformance to China, higher foreign ownership limits boost standing

In the throes of Samvat 2079: A reward year for equity investors

In terms of relative global performance, India stood in the middle of the gap - outperforming emerging market peers but underperforming developed markets

Inflow in equity mutual funds climbs 42% to Rs 19,957 cr in October

Inflows in equity mutual funds surged 42 per cent month-on-month to Rs 19,957 crore in October driven by investors' preference for small-cap funds. This was way higher than Rs 14,091 crore inflow seen in the category in September. Before this, inflow was at Rs 20,245 crore in August, according to the data from the Association of Mutual Funds in India (AMFI) released on Thursday. The flow in October also marks the 32nd consecutive month of net inflows. All the categories experienced inflow in equity segments. The category was aided by fund collection to the tune of Rs 4,495 crore in small-cap funds, followed by Rs 3,896 crore in thematic funds. Apart from equities, debt-oriented schemes witnessed a net inflow of Rs 42,634 crore in October after withdrawing funds in the past two months. The segment had witnessed a net outflow of Rs 1.01 lakh crore in September and Rs 25,873 crore in August. Overall, the 44-player mutual fund industry has witnessed an inflow of Rs 80,528 crore in the

TMS Ep559: Adani Wilmar JV, Surat diamond, market, Angelo Mathews timed out

Is Adani looking to exit the FMCG business? Why is Surat diamond industry losing its shine? Will the recent optimism in equity markets last? How did Angelo Mathews get timed out? All answers here

Markets slide on high US yields, West Asia woes; Sensex falls 826 points

The US macroeconomic data in recent weeks reaffirmed the economy's resilience and strengthened expectations of interest rates remaining higher for longer

Israel-Hamas war spooks markets; Sensex plunges 483 pts, Nifty nears 19,500

Closing Bell on Monday, October 09: Brent crude oil prices were up 3.5 per cent at $87.5 per barrel as Israel-Hamas war intensified

Sensex down 571 pts, Nifty below 19,750 on hawkish Fed, Indo-Canada tension

Closing Bell on Thursday, September 21: The broad-based selling was led by public sector banks with the Nifty PSU Bank index sliding 2.3 per cent

TMS Ep522: Dholera, smartphone innovation, France-iPhone fiasco and more

Has Dholera failed to fulfil its promise? Have smartphones reached the end of their evolution? Will the US Fed derail the rally in Indian equity markets? What is the France-iPhone fiasco? Answers here

Foreign flows into Indian equities to take a breather, suggest analysts

Till September 15, 2023, FPIs have withdrawn Rs 6,027 crore from the Indian equity markets, taking their net investment in 2023 in Indian stocks to Rs 1.31 trillion

HDFC Bank-Diners Club eyes B2B space to grow credit card business

In the B2B segment, HDFC Bank has a Flipkart-Diners wholesale card, which is typically offered to small retailers who normally make purchases from different distributors

TMS EP511: OCCRP allegations, Pratt & Whitney, agro-chemical stocks & more

What are OCCRP's allegations against Adani Group? Are Pratt & Whitney engines pulling India's airlines down? Will El-Nino spell trouble for agro-chemicals? What experiments will Vikram and Pragyan do?

Goldilocks position for Indian equities is getting questioned: Jefferies

Rising crude oil prices, traction in China equities and high inflation concerns are casting a shadow on the road ahead for the Indian equities, believe analysts at Jefferies.

BofA Securities ups Nifty target to 20,500; sees markets get rerated

The foreign brokerage firm prefers large-caps over their mid-and small-cap peers as the valuations in case of the latter are rich and earnings growth estimates seem stretched.

What does Fitch downgrade of US credit rating to AA+ mean for the markets?

The development caused a flutter across equity markets, with most leading frontline global equity indices trading weak on Wednesday.

TMSEp487: Banking, Bharat Mandapam, markets, Global Biofuel Alliance

Why are Indian corporates so keen on banking? What makes Bharat Mandapam significant? Are the markets entering a consolidation phase? What is the Global Biofuel Alliance? Answers here

Misplaced interest

Govt equity in chip design firms is impractical

A crystal-ball gaze into second half of calendar 2023's fortunes

HEARD ON THE STREET: Persist, pivot or pause? All eyes on Fed and central banks as brokerages turn market psychics

Strong FPI flows and buoyant retail sentiment to keep bulls snorting

A trend reversal may happen if FPI flows turn negative; Nifty will need to fall below Mt 18,000 to go into serious downtrend