Market Lens

70% of Nifty 500 stocks in red in Jan 2026: What's next for Indian markets?

Indian stock markets start 2026 on a weak note, with 70 per cent of Nifty 500 stocks in red amid FII selling, global uncertainty, and tariff worries

Growth momentum in direct mutual funds sustains even as markets wobble

Individual investors' AUM in direct plan soars 43% in 2025, far outpacing 11% growth in regular plan

Signs of revival: Pre-IPO fundraising improved but fell short of 2023 peak

Pre-IPO fundraising more than doubled in 2025, but shrinking pricing gaps with IPOs and faster listings led many issuers to skip such deals, bankers say

Multi-asset funds' growth momentum sustains in 2025, shows data

Riding the gold and silver rally, multi-asset funds delivered strong returns in 2025, emerging as a core portfolio choice for Indian investors

Equity MF inflows fell 6% in December as encashing hit 17-month high

Net inflows in active equity funds down 10% in 2025 amid heightened market volatility

Twin advantage: US-focused debt funds shine on yield, currency tailwinds

Deliver average annual return of 12%

Nifty below 26,000: Key levels to watch and trading strategy ahead

Indian stock markets fell sharply on January 8, 2026, with Sensex down 730 points and Nifty below 26,000 amid US tariff fears. Analysts suggest support, resistance and strategy ahead for markets

Emkay sets Nifty 2026 target at 29,000; sees select SMIDs generating alpha

In the worst-scenario, though, Emkay Global warns that Nifty may hit 25,000 in Q1-2026. Rupee weakness, and US tariff uncertainy remain key risks

D-St stocks have lagged before Budget historically; will 2026 be different?

January is likely to remain a phase of consolidation, with investors balancing earnings visibility, global cues, and budget-related expectations, analysts said

Morgan Stanley sees Sensex at 107,000 by Dec 2026; valuations, macro key

Morgan Stanley, under its bull case, has set a BSE Sensex target of 107,000, implying an upside potential of 25 per cent through December 2026

US attack on Venezuela: Impact on oil, Indian stock markets, energy stocks

Analyze how the US capture of President Maduro impacts India's energy security, RIL, ONGC, and the stock market. Get expert views from PL Capital & Choice Equity

Mutual funds' net equity purchases surged 13% in 2025, shows data

Mutual funds pumped a record ₹4.9 trillion into equities in 2025, driven by strong SIP inflows and retail participation despite volatile markets

Earnings revival to boost Indian equities in CY26; SBI, Infy top MOFSL bets

Motilal Oswal said the Nifty is trading at a 12-month forward P/E of 21.2x, near its long-period average of 20.8x, suggesting valuations are reasonable.

Mutual fund AUM growth likely to stay above 20%, 3rd year in a row

Rise in debt, commodity ETF inflows offset lower lumpsum inflows into equity schemes

Precious metals outshine stock returns in 2025 amid global volatility

Gold and silver delivered outsized gains in 2025, while Sensex and Nifty rose for a 10th year, held up by retail inflows even as FPIs sold and earnings lagged

India vs global markets: Will 2026 reverse AI-led underperformance?

Will Indian markets outperform global markets in 2026? Analysts weigh earnings recovery, valuations, AI risks to forecast Indian equities outlook for the new year

Large, mid or small caps? Here's 2026 playbook post SMIDs' underperformance

The Nifty SmallCap index has declined 7 per cent so far this year (CY25), the most since the 14-per cent fall in CY-2022, as against a 10 per cent rise in the benchmark Nifty50 index in 2025

MF investor additions hit slow lane in 2025 as equity volatility bites

Industry adds 5.8 million investors this year compared to 10.6 million in 2024

Market outlook 2026: Earnings, Budget, FII flow, trade deal to drive stocks

Market outlook 2026: Looking ahead, Akshat Garg, head of research & product at Choice Wealth, believes calendar year 2026 is likely to be a stock-picker's market

2026 investment strategy: PSU banks, IT 'cheap'; defence stocks 'expensive'

Analysts think financials, metals, and IT sectors are trading at 'relatively' better values and may offer suitable entry points at current levels