Indian Stocks

FPIs pour ₹16,621 crore into Indian equities in first half of August

Foreign investors continued their buying spree in Indian equities, investing Rs 16,621 crore in the first fortnight of August, as improving relative valuations, resilient corporate earnings and expectations of softer US interest rates boosted sentiment. The inflow follows a Rs 20,200-crore investment in July, marking a sharp turnaround after four consecutive months of heavy selling by Foreign Portfolio Investors (FPIs). FPIs had withdrawn Rs 49,340 crore in June, Rs 32,963 crore in May, Rs 60,847 crore in April and a massive Rs 1.17 lakh crore in March. Prior to this selling streak, they had invested Rs 22,615 crore in February, according to CDSL data. Despite the recent buying, foreign investors have remained net sellers in Indian equities in 2026, withdrawing around Rs 2.4 lakh crore so far, already exceeding the Rs 1.66 lakh crore outflow recorded during the entire 2025. Market experts attributed the recent reversal to a combination of factors, including attractive valuations ..

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

Indian stocks love FIFA World Cup years. Here’s the catch in 2026 | Nifty | Sensex | Business News

The FIFA World Cup has historically coincided with economic turning points, market rallies, and major global events. But 2026 is different.

The rise and rise of smallcaps: Strong earnings, robust demand

The dominance of India's largest companies too is gradually eroding

Higher gas costs may keep city gas distribution margins under pressure

Rising LNG costs and supply uncertainties are squeezing CGD margins, even as strong CNG demand helps sustain volume growth across key markets

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

Adani firms extend rally to recoup losses sparked by Hindenburg

Adani Group stocks have erased losses triggered by the 2023 Hindenburg report as investor confidence returns amid easing regulatory pressures

How defence stocks became India’s hottest market bet

One year after Operation Sindoor, India’s defence stocks have emerged as one of the market’s biggest success stories. While broader markets struggled, defence companies saw massive investor interest.

Angel One to Triveni Turbine: Smallcap index pulls ahead of Nifty 50

Small caps outperform the Nifty 50 amid a risk-on rally, but rising valuations and macro risks raise concerns over sustainability

JP Morgan downgrades India to neutral amid earnings woes, lack of AI plays

JP Morgan's 2026 year-end bull / base / bear case targets for the Nifty 50 stand at 30,000 / 27,000 / 20,500 levels, respectively.

New India Assurance shares rise nearly 20% after FY26 business update

Shares of New India Assurance surged nearly 20% after strong FY26 premium growth and improved market share, supported by favourable valuations and investor sentiment

Hospital stocks likely to be in pink of health on demand, expansion

Expansion plans, demand drivers to help boost revenue, say analysts; Apollo Hospitals top pick for most

From 19,900 to 27,500: Nifty's fate tied to oil and geopolitical shifts

Nifty outlook hinges on oil and geopolitics, with Bernstein projecting a wide 19,900-27,500 range depending on conflict trajectory and crude price trends

Bandhan Small Cap Fund beats 93% peers, bets on internet value stocks

The $2.1 billion fund has added holdings like Paytm, Info Edge India Ltd. and IndiaMart InterMesh Ltd. in recent months, according to Manish Gunwani, chief investment officer of equities

Domestic mutual funds turn homeward in December, pare global exposure

Domestic mutual funds shifted focus to India-facing growth stocks in December, increasing bets on financials, consumption and aviation while trimming global-facing names

Earnings, policy aid to lift Indian equities after 2025 underperformance

The Nifty ‍50 and Sensex advanced about 10 per cent and 8.5 per cent, ​respectively, in 2025, marking their tenth straight year of annual gains

Global funds view Indian stocks as top hedge against AI risks in 2025

Aberdeen Group Plc sees Indian stocks staging a rebound next year, while Principal Asset Management Co. and Eastspring Investments view the market's low correlation with AI trade

Markets in 2026: Avendus Wealth's Saurabh Rungta decodes an ideal portfolio

Corporate earnings growth is expected to sustain in the mid-teens for FY27. If markets follow earnings growth trajectory, we see Nifty around 28,500-30,000 by end-2026, Rungta said

Goldman Sachs upgrades Indian stocks to 'overweight' on growth momentum

The global brokerage has set a 2026 year-end target of 29,000 for the benchmark index Nifty 50, implying a 14% upside from Friday's close

Beaten-down stocks Part 1: Why Trent may be attractive bet at present level

Trent has seen a 36.5% drop in its share price in the last 12 months and offers an attractive combination of low valuation, earnings resilience in recent quarters, and a relatively high RoNW of 29%