Indian Stock Market

Bernstein, Macquarie rejig India stock portfolio as West Asia tensions ease

While retaining HDFC Bank, Bernstein has added Axis Bank to its portfolio amid hopes of an improvement in asset quality and a more favourable trajectory for credit costs.

Mid, smallcaps rally justified; largecap fortunes hinge on FIIs: Mihir Vora

Vora says the market recovery is still in its early stages, with valuations remaining supportive

Central Bank of India to ONGC: Right time to invest in high payout stocks

High-dividend stocks offer steady income alongside capital appreciation, making them attractive as payout growth and valuations create fresh buying opportunities

India Market Strategy: PhillipCapital expects moderate FY27 returns

In event of an end to the West Asia war, equities seem to be favourably placed and macros should improve, says PhillipCapital in its India Strategy report.

Rupee hits 5-week high versus dollar, stocks sprint as crude oil cools

Indian markets rallied as easing West Asia tensions and a sharp fall in crude oil prices boosted the rupee, bonds and equities

West Asia crisis: Equities surge most in two months as oil slips below $90

The rally was triggered by a sharp decline in crude prices after US President Donald Trump said a peace agreement could be signed as early as this weekend

Market canvas widens; NSE's investor base swells past 26-cr on retail rush

As of March 31, 2026, individual investors, directly and indirectly through mutual funds, held 18.7 per cent of the market capitalisation of NSE-listed companies

A little-known Indian stock's 530% rally reveals hidden AI winners

Leading the AI rally is Sterlite Technologies, up over 530% this year after securing a $1.1 bn US hyperscaler contract; Peers HFCL and MTAR Technologies have gained 191% and over 200%, respectively

India's catch-up with Asia mkts hinges on earnings delivery: Bharti AXA CIO

Earnings are the biggest lever for Indian markets to close the performance gap with the outperforming Asian peers, said Rahul Bhuskute CIO Bharti AXA

South Korea overtakes India as world's 6th largest stock market on AI rally

Samsung Electronics and SK Hynix, newly minted members of the $1 trillion valuation club, have powered Korea's equity surge, lifting the Kospi's 2026 gains to more than 100% through AI memory chips

'Sell in May' returns? Why markets fell in May 2026 and what lies ahead

Indian stock markets fell in May 2026 amid rising crude oil prices, FII selling, US-Iran tensions and weak rupee concerns. Analysts explain what triggered the decline and what investors should do now

Street signs: A difficult pitch, Nifty edges past Sensex, some green shoots

Foreign investor sentiment remains weak, but rising block deal activity offers a glimmer of hope for India's equity markets

Markets dip again in May amid persistent uncertainty over West Asia war

Indian markets slipped in May as Iran-related uncertainty, elevated oil prices and continued FPI outflows dampened investor sentiment

SC sets aside SAT order directing RIL to disgorge ₹447 crore

The Supreme Court on Friday set aside an order directing Reliance Industries Ltd (RIL) to disgorge Rs 447.27 crore in a matter relating to the trading of Reliance Petroleum Ltd (RPL) shares in 2007. The apex court partly allowed the appeal filed by RIL challenging a November 2020 order of the Securities Appellate Tribunal (SAT), Mumbai. The SAT, by a 2:1 majority order, dismissed RIL's appeal against the Securities and Exchange Board of India (SEBI )'s March 24, 2017, order relating to the sale of RPL shares in November 2007. The top court said the SAT, in its majority verdict, committed an "egregious error" in passing the judgement insofar as the question of fraud under Regulations 3 and 4 of the Securities and Exchange Board of India (Prohibition of Fraudulent and Unfair Trade Practices relating to Securities Market), 2003 (PFUTP) is concerned. "However, we concur with the SAT's observations in its majority judgment as regards the penalty to be levied on the appellant number 1 (R

Pvt capex revival, US-Iran truce key to next market upmove: Nimesh Chandan

Capex revival, easing West Asia tensions and improving earnings could drive Indian markets towards fresh highs, says Bajaj Finserv AMC CIO

Proprietary derivatives trading share shrinks after STT hike, shows data

Higher STT rates squeezed arbitrage margins in April, reducing proprietary trading activity in India's equity derivatives market

Sensex and Nifty end week in green amid US-Iran peace 'progress'

Sensex and Nifty ended higher for the week as IT stocks rebounded amid hopes of easing West Asia tensions and improving global sentiment

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

Oil above $100, Iran war drags: Should investors 'Sell in May' or stay put?

Is "Sell in May" relevant for India? Analysts say no as earnings strength, valuations, and April's rally support staying invested despite high crude oil prices and Iran war risks

Mcap contribution of large firms lower in India than US, shows data

Large number of IPOs in recent years raised dispersion