Market Lens

West Asia war impact managed well, but some concerns remain: Madan Sabnavis

More importantly, the inflation has been kept under control as of now with the government absorbing a large part of the crude oil cost increase.

Iran war completes 2 months: Nifty targets cut amid oil, inflation risks

Brokerages have cut Nifty targets by around 4% per cent since February 28 as Iran war keeps oil prices high, raising inflation, GDP, and earnings concerns for Indian stock markets

West Asia war: Dollar strength took sheen off gold, silver's safe haven image

Liquidity dynamics have also played a role. In volatile markets, investors often sell gold and silver to raise cash or meet margin calls, creating temporary downward pressure on precious metals.

Two months of West Asia war: Analysts see smallcap's outperformance continuing

From their February 27, 2026, level, the Nifty Smallcap 100 index rallied 6.5 per cent, while the Nifty Midcap 100 index gained 2.2 per cent. In comparison, the Nifty 50 and BSE Sensex are still down.

Analysts trim India Inc's FY27 earnings forecast amid West Asia war

JP Morgan has revised down its FY27 earnings estimates by 2-10 per cent on a weighted-average basis over the last few weeks across sectors such as Consumer, Auto, Financials and OMCs

At 1,307, preferential equity listing hits record high in FY26, shows data

Preferential equity listings hit a 25-year high in FY26 as companies tapped faster, targeted fundraising routes amid market volatility and capital needs

Small-caps likely to outperform over 12 - 18 months: Jyotivardhan Jaipuria

Small-caps, according to Jaipuria, are a classic "buy pessimism, sell euphoria" trade, he said.

Markets unprepared for a steep petrol, diesel price hike: Analysts

On its part, the government has denied reports of hiking petrol and diesel prices despite the surge in crude oil in the backdrop of the conflict in West Asia.

Largecaps or broader market: Flexicap funds split over allocation

Flexicap funds are split on allocation strategies, with some increasing large-cap exposure while others favour mid- and small-cap stocks based on evolving opportunities

'Game of patience': MF investors eye bull mkt despite nil returns for 2 yrs

MF investors see zero returns but SIP inflows remain strong. Analysts say patience may be tested, even as bull market hopes build

Zerodha, Angel One, Upstox lead fall in active investors amid volatility

Retail trading activity cools as volatility and weak returns shrink NSE's active client base, with discount brokers seeing the sharpest decline

Q4FY26 earnings: Navigating geopolitical headwinds amid a modest recovery

India Inc Q4FY26 earnings seen modest amid West Asia conflict. IT, autos lead growth while pharma, utilities lag. Key triggers and FY27 outlook decoded

Domestic mutual funds buy banking stocks as FPIs exit in March selloff

Domestic mutual funds invested heavily in banking stocks in March, offsetting record foreign outflows as market sentiment weakened amid global geopolitical tensions

Margin trading facility books shrink again as risk appetite cools

Margin trading facility books declined for second straight month in March as heightened volatility and global uncertainties led investors to cut leveraged exposure despite steady cash market activity

Flexicap funds take lead in FY26 as midcap, smallcap inflows cool

Flexicap funds top FY26 inflows as investors shift from mid- and smallcaps to diversified and multi-asset strategies amid market volatility

US - Iran ceasefire & markets: How brokerages interpret the developments

Here's how leading brokerages have interpreted the recent developments in West Asia and their likely impact on stock markets and crude oil prices.

Asian stocks rally, set for best week since 2022 ahead of US-Iran talks

MSCI's broadest index of Asia-Pacific shares outside Japan added 0.9 per cent to put it up 7.3 per cent for the week, the most since November 2022

Chris Wood thinks Karachi-listed stocks can be a good trading bet; here's why

Karachi Stock Exchange (KSE 100)-listed stocks can be a good trading bet, according to Christopher Wood, global head of equity strategy at Jefferies, especially around the IMF bailout periods.

BofA sees opportunity in battered bank stocks, flags IT underperformance

Nifty Bank index has fallen 8 per cent since the start of the Iran war at the end of February, underperforming the benchmark Nifty 50, which is down 4.7 per cent over the same period

Stock market outlook: Why analysts say this isn't 'buy on dips' market yet

Indian markets have rebounded in April, with Nifty50 rising nearly 3 per cent this month. Analysts, however, say sentiment remains cautious. Here's why it's not yet a broad-based buy-on-dips phase