Market Lens

Household equity ownership rises by ₹10 trillion during April-December

Indian households added nearly ₹10 trillion to equity holdings in FY26 so far, taking total ownership close to ₹88 trillion amid a structural shift in savings

SIP inflows into ETFs, FoFs jump 4-fold as gold, silver fever spreads

SIP inflows into ETFs and FoFs have surged nearly fourfold in a year, driven by soaring investor appetite for gold and silver mutual fund schemes

Trump tariffs derailed: Impact on stock market, trade, dollar, gold, silver

The US Supreme Court's decision takes away a big cloud that's been hanging over global trade for a year now, analysts said.

Institutional investors tilt to financials; capex sectors in focus: Antique

In January 2026, mutual funds increased their exposure to domestic sectors such as services, cement, real estate, consumer services, financial services, and power & utilities

AI scare triggers worst FII fortnightly exit from IT stocks since July 2025

The correction in the tech pack has been driven by mounting concerns among investors over the potential impact of AI on the sector's growth outlook

Q3 review: Largecaps resilient; 40% smallcaps miss estimates, says JM Fin

Q3 review: For FY26E, JM Financial expects the bulk of earnings support to come from oil & gas, metals & mining, telecom and NBFC

PSBs, defence, pharma, capital goods: Analysts pick sectors to invest in

Global headwinds dragged the Sensex and Nifty indices nearly 8 per cent from record high levels in 2026. Analysts think worst is over; suggest staggered buying in banking, auto, defence and pharma

India's IPO market hits pause in 2026 as investors' risk appetite fades

The momentum in the IPO market has slowed significantly in recent weeks, with only five mainboard issues launched so far in 2026 and four more expected to open in the coming week

Gold, silver, tea, coffee, oil: Commodity price rally over, say analysts

Since oil and gas prices did not join other commodities in their run up in the last few months, analysts believe they are likely to remain sideways at best, unless geopolitical events trigger a rally

Balanced advantage funds' equity exposure up as valuations shrink

Funds take risk but stay cautious; most schemes had equity share in range of 50-60% in Jan

Indian IT stocks may stage technical rebound after selloff creates value

The correction in IT stocks has been driven by mounting concerns among investors over the potential impact of AI on the sector's growth outlook

Earnings to accelerate market gains; valuations may apply brakes: Kotak Sec

Kotak anticipates FY2027E and FY2028E net profits of the Nifty50 Index to grow 16 per cent and 15 per cent after a muted 8 per cent growth in FY2026.

Investor rush to EM, gold ETFs fuel speculation concerns, say analysts

The January inflow in Gold ETFs exceeded the net investment in equity schemes last month, which stood at ₹24,028.59 crore

Mutual funds go big on private banks in January amid market volatility

Mutual funds deploy Rs 15,400 crore in HDFC Bank and ICICI Bank during January volatility; private lenders account for 45% of net equity buys

IT weight in Nifty 50 hits 26-year low; oil & gas sector reclaims top spot

Investors confront reversal as decade-long IT rally unwinds, reshaping Nifty's sector hierarchy

TCS Mcap rout deepens; loses spot to ICICI Bank for first time since 2009

Reliance Industries currently ranks first with a market capitalisation, followed by HDFC Bank in second place and Bharti Airtel in third

SBI, Eicher, L&T, Shriram Finance hit new peaks; ONGC, NTPC at 52-wk highs

NTPC and Oil and Natural Gas Corporation (ONGC) from the Nifty 50 touched their respective 52-week highs.

Retail frenzy in gold, silver ETFs tops mutual fund folio charts

Gold and silver ETFs add 2.8 million folios in January, accounting for over half of industry additions, as investors chase momentum in precious metals

MSCI Feb rejig: Aditya Birla Capital, L&T Finance added; IRCTC excluded

According to an official statement, Aditya Birla Capital and L&T Finance will be added to the MSCI Standard Index, while Indian Railway Catering and Tourism Corporation (IRCTC) will be removed

Markets pricing in trade deal positives; buy the dips and hold: Analysts

UR Bhat, co-founder & director, Alphaniti Fintech says the trade deals have cleared the air as regards the EU and the US stance, and expects the market to react to finer details of the India-US deal.