Market Lens

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

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.

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

Easing FDI norms to boost auto ancs, EV, EMS, specialty chemicals: Analysts

Analysts said that companies involved in sectors like EV, EMS, auto ancillary, BESS, renewable energy, and specialty chemicals are expected to benefit most from the easing FDI rules

Iran war boosts gold, silver appeal; Tata MF advises staggered buying

Tata Mutual Fund advises staggered investment in gold and silver as the Iran conflict fuels geopolitical uncertainty and strengthens safe-haven demand

US-Iran war puts ₹70,000 cr dent in LIC's portfolio; banks, L&T worst hit

Holdings in SBI, ICICI Bank and HDFC Bank accounted for more than one-fifth of the losses for Life Insurance Corporation of India; while L&T alone created a 11 per cent dent, shows ACE Equity data.

Sunil Singhania, Venugopal Garre, U R Bhat, Rahul Singh decode market crash

Leading market experts decode Monday's stock market crash, crude oil's sharp spike and the investment strategy that one can adopt in this backdrop.

Oil above $100 may trigger 10% Nifty correction, drag P/E to 18x: ICICI Sec

Brent crude oil has topped the $100-mark which may trigger a 10 per cent fall in Nifty, warns ICICI Securities. Rising oil prices could widen India's trade deficit and push inflation higher

Nifty50 slides 10% from Jan peak into 'correction' zone; VIX up 150% YTD

The volatility gauge for local equities surged in the past five sessions, with the India VIX index rising 78 per cent. The index has jumped 152 per cent so far this year.

Sensex stocks: HDFC Bank, TCS, Asian Paints, IndiGo, Trent hit 52-week lows

Ambuja Cements, DLF, Dixon, Gail, Indian Hotels, Shree Cement, REC, Tata Motors PV, Wipro, Suzlon, Coforge, and Info Edge, among the BSE 100 index, also hit their respective 52-week lows amid Iran war

Panic selling grips SMIDs as geopolitical fears drag benchmarks down 3%

The sell-off, however, was more pronounced in the broader markets, with the Nifty Midcap100 and Nifty Smallcap100 indices plunging 3.57 per cent and 3.64 per cent, respectively

Market volatility spikes: Should you revisit your portfolio? Experts weigh

Experts say that investors should stay calm and stick to their strategy rather than trying to time the market. In fact, this may be a good time to review investments and focus on diversification

Small towns surge ahead of cities in mutual fund folios, shows data

Investors from smaller towns surpass top cities in mutual fund folios for the first time, reflecting rising financial awareness and expanding distribution networks

Nifty 50@30: Tracking India's economic shift with 13% annual returns

As the Nifty 50 turns 30, India's benchmark equity index has delivered nearly 13% annual returns, mirroring the country's economic and corporate transformation

FPIs sold IT stocks heavily despite positive net inflows in February

FPIs sold nearly ₹17,000 crore worth of IT stocks in February despite strong overall equity inflows, as fears of AI-led disruption drove the sector to its steepest monthly fall since 2008