Market Lens

MCX, HDFC Bank, Lenskart: Chris Wood rejigs India portfolio

India, Wood wrote, continues to benefit from improving domestic fundamentals, with bank credit growth accelerating to 17-18 per cent year-on-year in 2026.

Shriram Finance, Tata Capital, AU SFB among 20 BSE500 stocks hit new highs

Ather Energy, Craftsman Automation, Samvardhana Motherson International and TVS Motor Company from the automobiles and auto parts sector also hit new highs in trade on Thursday.

Closing price auction aftermath: NSE-BSE price gaps fuel arbitrage trades

Unusual price gaps between NSE and BSE have created short-lived arbitrage opportunities for high-frequency traders, with several Nifty 50 stocks trading at divergent prices

India could see $25bn inflow if GEM funds alter underweight stance: HSBC

HSBC had earlier upgraded Indian equities to "Neutral" from "Underweight" and raised its 2026-end target for the BSE Sensex index to 84,000 levels.

NSE's closing auction skews MF NAVs, creates winners and losers

New buyers lose out, redeemers gain; fund houses expect anomaly to even out over time

Why Sensex jumped 504-pts, while Nifty plunged 184-pts Tuesday morning?

Ajit Mishra of Religare Broking explains that stock prices were seeing adjustments following a variation in behaviour during the closing auction session on the BSE and NSE on Monday.

OMCs drag India Inc earnings. What would Q1 have looked like without them?

Elevated crude prices against the backdrop of the West Asia crisis remained the key factor that roiled the OMCs' Q1 earnings performance.

Nifty Midcap 100 index hits record high, Smallcap 100 touches 52-week high

The optimism around Q1 earnings is shifting from large caps to midcaps. Following a five-week breather near the all-time high, the Midcap Index regained momentum, said ICICI Securities.

Stock investors: Do you track your portfolio returns against benchmarks?

Tracking portfolio XIRR against the Nifty 50 TRI helps direct equity investors determine if their time and effort are generating meaningful alpha

DII holding hits record 21% in Nifty 500 cos; will their dominance continue?

In contrast, foreign institutional investor (FII) holding declined to a new low of 17 per cent in June 2026, the MOFSL note said.

B-30 mutual fund assets outpace metros again, but growth gap narrows

Individual investor AUM in smaller towns rose 5.2% in H1 2026 against 4.5% in top-30 cities

Sun Pharma, TVS Motor, Nestle, Divis among 11 BSE 500 stocks at new highs

Among others, Manappuram Finance, Marico, Radico Khaitan, Redington, Welspun Corp, Laurus Labs and Sai Life Sciences also touched respective all-time highs in trade on Thursday.

Madhusudan Kela, Vijay Kedia: Smart investor portfolios beat markets in July

G Chokkalingam, founder and head of research at Equinomics Research expects markets to reward stocks of companies where there is valuation comfort, earnings visibility rather than a broad-based rally.

PMS industry AUM rises 1.8% to ₹43 trn in June, client base surpasses 220k

Portfolio Management Services (PMS) industry recorded a steady rise in assets under management (AUM), which increased 1.8 per cent month-on-month to Rs 43.3 lakh crore in June 2026, reflecting growing investor preference for customised and professionally managed investment solutions. The growth continued to be driven by the discretionary segment, according to a report released by the Association of Portfolio Managers in India (APMI) on Tuesday. The industry's client base also expanded nearly 4 per cent during the month to around 2.20 lakh accounts, indicating broader investor participation in FY27. Of the total AUM, the discretionary segment accounted for Rs 36.72 lakh crore, while the non-discretionary segment managed assets worth Rs 3.42 lakh crore, and the advisory category contributed Rs 3.06 lakh crore. Total inflows surged to Rs 3.55 lakh crore in June from Rs 4,085 crore in May, led by a sharp increase in discretionary inflows. Among asset classes, equity assets rose 1.4 pe

Market shifts in favour of high-growth, quality stocks: PGIM India MF

Investors are shifting to high-quality, high-growth stocks as stronger sales, RoE and improving macro conditions drive market outperformance in FY27

Titan, private banks help Rekha Jhunjhunwala beat markets in FY27

Of the ₹7,756 crore total gain in her portfolio, one stock - Titan Company - has made her richer by ₹3,469 crore since April 2026

Rupee's depreciation pace, not level key for markets, shows 18-year history

For the world's third-largest oil importer and consumer, India, a falling rupee presents unique challenges: a weaker economy, wary foreign investors, and declining earnings quality.

Liquidity stress in small-cap funds eases to lowest level since March 2024

Improved trading volumes and a recovery in small-cap stocks have reduced liquidity stress in small-cap mutual fund schemes to the lowest level since March 2024

Gross equity MF flows hit ₹4 trillion in H1CY26 despite slump in NFOs

Investors opted for proven schemes as the market turmoil continued, say experts

Is the tide about to turn in favour of large-cap stocks? Analysts weigh in

The SMID segment, analysts' caution, is now the most crowded trade in the Indian stock markets.