Indian Stock Markets

IPO index gives stellar returns this year but experts stay cautious

Newly listed companies such as Lenskart, Groww and Meesho have driven IPO index gains, but high valuations and concentration in loss-making technology firms have raised concerns among market experts

WPI inflation, oil, FII trading activity may guide stock markets this week

WPI inflation data, foreign investor trading activity, crude oil prices, and developments in West Asia will drive investor sentiment this week, analysts said. Globally, US retail sales, Nvidia's earnings and the FOMC (Federal Open Market Committee) minutes will shape global rate expectations and tech sentiment, an expert said. "Movements in crude oil, the dollar, US Treasury yields and FII flows will remain important determinants of market direction. The domestic economic calendar will be busy, with October WPI inflation and merchandise trade data scheduled for Monday, 16 November," Ajit Mishra, SVP Research, Religare Broking, said. Globally, investors will track the US retail sales, FOMC meeting minutes and US jobless claims for cues on economic growth and the future monetary policy trajectory, he added. "Indian equities are expected to trade with a positive bias this week, extending their gradual upmove. Record buying by foreign institutional investors, strong domestic fundament

AI retreat fuels India's stock market comeback in great rotation trade

The MSCI India gauge has rebounded 11% from a six-month low set in October, adding more than $400 billion in value and almost erasing this year's losses

No room for pessimism as India's economy continues to show resilience

India's strong economic fundamentals and normalising valuations could create an opportunity for equities to recover after two years of underperformance

Alembic Pharma shares hit 20% upper circuit after 81% YoY rise in Q2 PAT

Alembic Pharma's revenue from operations increased by 36 per cent YoY to ₹2,603 crore during the said period from ₹1,910 crore a year ago.

US midterms: Impact on Trump's political authority & market implications

For equity markets, the political uncertainty comes at a time when US stocks are trading with considerable momentum, but financial conditions have tightened and energy prices remain elevated.

'Earnings growth concentrated in pockets calls for stock-specific bets'

Ajay Khandelwal says valuations have moderated and earnings remain resilient, with manufacturing, pharma, healthcare and capital markets among his preferred sectors

India's consumers are back, but its stock market is still lagging

Indian stocks have underperformed global markets for more than two years, losing nearly half their value, as foreign capital fled

Indian stocks may recover on steady growth, earnings, says Axis AMC

The Nifty 50 has fallen about 12% so far in 2026 after 10 straight years of gains, pressured by higher oil prices following the US-Israeli war on Iran and record foreign outflows of $31.3 billion

How will US midterms impact Indian equities, bond yields, crude oil?

Historically, US equities have performed strongly following midterm elections. The S&P 500 has gained an average of around 6 per cent over the subsequent 60 trading days, data shows.

Breakout stocks: Adani Ports, Nykaa, Saregama on radar; analyst tells why

Sudeep Shah of SBI Securities flags that the Adani Ports stock has broken out above the downward sloping trendline on the daily chart.

Making sense of street signs

FPI selling is driven mostly by global factors

Maruti dips marginally post Q2 amid cost pressures; analysts remain bullish

While concerns around margin trajectory remain, analysts largely retained a positive outlook over the medium term, driven by strong domestic demand and balance sheet strength.

Q2 results, US Fed decision, crude oil may drive stock markets this week

Besides, Jio Platforms' market debut, trading activity of foreign investors and global trends would also dictate investors' sentiment

FPIs favour IPOs over listed stocks for 3rd year running; will trend last?

In 2026 alone, FPIs have poured in ₹55,524 crore into the primary market, while selling in the secondary market hit a record ₹3.15 trillion till September so far.

Record FPI outflows top ₹3 trillion in CY26, nearly double 2025 tally

The selling pressure, in fact, has intensified in recent months. After offloading equities worth ₹35,861 crore in September, FPIs sold another ₹47,417 crore through October 12.

Q2 earnings, inflation data, oil prices may drive stock markets this week

Major quarterly earnings from companies like Wipro and HCL Tech, along with inflation figures, global trends, and crude oil price movements, will drive stock market movement this week, analysts said. Market investors will also watch foreign investor trading activity, rupee movement, US Treasury yields, and geopolitical developments. "September CPI inflation will be the first major domestic test this week. A stronger-than-expected reading could revive concerns over further RBI tightening, putting rate-sensitive sectors such as banking, automobiles and real estate under pressure while raising the risk of a broader drag on consumer demand. "A softer print could ease concerns over the eventual peak in interest rates, but any relief may prove short-lived if Brent crude remains above USD 100 a barrel. Wholesale price inflation data will offer a further indication of how elevated energy and logistics costs are filtering through to producer prices," Hariselvan Radhakrishnan, Founder & CEO

DMart needs consistent growth metrics to support premium valuations

Revenue growth improved in Q2FY27, but inconsistent same-store sales, rising quick-commerce competition and premium valuations remain key concerns for DMart

RBI MPC policy, oil prices, bond yields may drive market this week

RBI's interest rate decision, TCS' earnings, crude oil prices and global bond yields will be important factors to determine stock market movement this week, analysts said. Macroeconomic data announcements and foreign investors' trading activity will also guide market trends, they added. "RBI's monetary policy meeting will be closely watched. The policy stance, inflation outlook and growth projections will provide important cues on the near-term trajectory of domestic interest rates and financial markets. "This week will also mark the beginning of the earnings season, with index heavyweight TCS and retail major DMart among the key companies scheduled to announce their results," Ajit Mishra, SVP Research, Religare Broking, said. On the data front, India's final HSBC Services PMI and Composite PMI readings for September are scheduled to be released on October 6, he said. TCS is slated to announce its September quarter earnings on October 8. "Crude oil remains the most immediate ...

Geopolitical developments, crude oil likely to steer stock market this week

Investors will focus on geopolitical developments, crude oil prices, bond yields and macroeconomic data announcements to determine market trends during the holiday-shortened week ahead, analysts said. According to experts, the US-Iran diplomatic talks and crude oil prices will drive global market sentiment. Moreover, the market is likely to remain cautious as crude oil prices, geopolitical developments and global bond yields continue to influence near-term direction, they said. Equity markets would remain closed on Friday for Mahatma Gandhi Jayanti. "Globally, developments around US-Iran diplomacy and crude oil prices will remain critical. Any progress on a framework for reopening the Strait of Hormuz could ease energy prices and provide some relief to India's import bill and the rupee, while renewed geopolitical tensions could keep volatility elevated," Ajit Mishra, SVP Research, Religare Broking, said. On the domestic front, industrial production data for August and the HSBC ..