Market Lens

Time to buy? Harini Dedhia decodes gap between stock prices & actual value

If you are an investor who believes that buying equity is being a part-owner in a business, this fall in prices demands that you look beyond the prevailing narrative

HPCL, IDBI Bank, L&T: Top wealth destroyers of West Asia war; strategy here

For OMCs, analysts suggest the fall in stock prices reflects, to some extent, the pain on account of higher crude oil prices that surged past the $100 a barrel (bbl) mark

FPI flows to remain volatile; outlook hinges on West Asia easing: Antique

So far this year, global funds have sold Indian equities worth ₹86,285 crore, according to NSDL data. In calendar year 2025, total FPI outflows stood at over ₹1.66 trillion

West Asia turmoil: How to navigate current mkt correction, where to invest?

Despite the sharp pullback, analysts reckon that the current weakness reflects a geopolitics-driven correction rather than a structural bear market

MFs invested big in private lenders in February, pared holdings in SBI

HDFC Bank, ICICI Bank and Kotak Mahindra Bank attract strong inflows from mutual funds in February, while fund houses trim exposure to SBI and other large-cap stocks

Iran war impact: Emkay sees Nifty at 21,000; lists top 3 stocks to buy now

Emkay Global warns of a 10-per cent downside in Nifty as Iran war volatility keeps crude oil above $100 per barrel. It has picked HDFC Bank, Eternal, and Max Healthcare as top stocks to buy now.

West Asia war weighs on Indian markets; IPOs, unlisted shares lose steam

NSE, whose IPO is yet to open, saw its unlisted shares fall 3.47 per cent to ₹1,945, while BSE shares, already listed, rose 5.64 per cent to ₹2,860

Nomura cuts Dec 2026 Nifty target by 15%; mid, smallcaps at risk

The research and broking house sees up to 10 - 15 per cent risk to consensus earnings estimates for FY27F in case oil prices remain at elevated levels.

Multi, flexicaps best for SIP amid West Asia crisis, say analysts

Experts suggest that investors may consider initiating SIPs in diversified equity schemes such as multi-cap or flexi-cap funds amid market downtrend

Iran war pushes oil above $100; $110 crude may force fuel price hike: Elara

Crude oil above $110 could become a "breaking point" for India, forcing fuel price hikes and pressuring government finances, says Elara Capital. Notably, oil prices hit $106 per barrel on Monday

Operation 'Epic Churn': Kotak Equities' advise amid Iran war market crash

Analysts at Kotak Institutional Equities advise investors to use the Iran war-led market correction to rebalance portfolios and buy quality stocks amid valuation dislocations.

Market breadth sinks below Covid lows amid rising West Asia conflict

The ADR has remained below 1 in six of the past 12 months, indicating that market breadth had already been deteriorating before the latest geopolitical flare-up

Markets are not fully pricing in West Asia war impact, says Chris Wood

Closure of the Strait of Hormuz, the lifeline for global oil and gas transit, also remains closed. As a result, crude oil and gas prices have been on an upward spiral in the last few days.

Broader markets fall as West Asia war weighs; check top drags

Since the start of the West Asia conflict, the Nifty Midcap and Smallcap indices have moved lower, mostly in line with the frontline Nifty 50, but with less intensity

The $4.6 bn mistake: How India chased silver to $120 but blinked at the dip

The report highlights a clear divergence in behavior between Indian retail investors and global institutional players, identifying four distinct phases in the silver ETF net flow.

LNG crisis bigger risk than oil; earnings may fall over 4%: Shriram AMC

Analysts at Shriram AMC warn that LNG supply disruption due to the Iran war may hurt India Inc earnings more than crude oil shortages

West Asia war erodes ₹30-trn investor wealth in 2 wks: Why is D-St jittery?

In just the past week, the total mcap of BSE-listed companies has fallen by about ₹15.9 trillion from ₹449.35 trillion on March 6

NSE appoints record 20 merchant bankers for its long-awaited IPO

Exchange hires 20 investment banks and multiple legal advisers as it prepares to file draft papers for a long-delayed public listing later this year

Index up, portfolios down? Half of BSE 500 stocks trail Sensex

According to Ace Equity data compiled by Business Standard, 250 out of 495 BSE 500 stocks have lagged the Sensex over the same period as of March 10, 2026

Sebi chief urges stricter valuation rigour for AIFs as IPO exits rise

Pandey calls for disciplined practices, ESG integration, and long-term capital deployment