Market Lens

Fertilisers, FMCG: Markets not overly worried about weak monsoon just yet

According to a recent India Meteorological Department (IMD) release, India recorded 45.6 mm of rainfall by June 20 against the seasonal normal of 84.4 mm, resulting in a 46 per cent shortfall.

SIP return recovery and West Asia truce may revive retail MF momentum

Small- and mid-cap fund SIP returns have rebounded sharply, raising hopes of renewed retail investor interest after a moderation in key MF growth indicators

Dividends vs Development: Why Pharma outpaced IT; Harini Dedhia explains

IT companies on an average returned 85% of profits to shareholders via dividends or buybacks, with less than 15% reinvested in capacities and capabilities; the case is almost inverse for pharma firms.

Kospi crash, SpaceX fall: Is bull-run in AI-related stocks nearing an end?

While AI as a concept is here to stay, said U R Bhat, co-founder & director, Alphaniti Fintech, it is the valuation of the related companies that's worrisome.

Large, marquee IPOs do not guarantee an instant jackpot for investors

Retail investors, said G Chokkalingam, founder and head of research at Equinomics Research, must look at company's valuation relative to listed peers, outlook for the sector before investing.

India's global IPO share at 6-year low following mega SpaceX listing

In the month of the Covid year, the share had fallen to less than 1 basis point

Will RIL stock get a holding company discount following Jio's listing?

Large domestic mutual funds, insurance companies, pension funds and foreign institutional investors are expected to participate in the Jio offering.

Will equities dominate the next market cycle amid slowdown in Gold?

Gold vs Equities: Dhupesh Dhameja of SAMCO Securities decodes the historical trend between Nifty vs Gold spot prices, and Gold ratios to predict the likely leader in the next market cycle.

Bond fund managers remain split on long-duration bets amid easing headwinds

Wide variance in gilt, dynamic funds' duration positioning in recent past

FPIs sold finance, oil & gas stocks the most in June's first fortnight

FPIs sold financial, oil & gas and auto stocks heavily in early June amid crude-price volatility, AI concerns and monsoon-related demand worries

Mutual funds liquidity flowed to bluechips in May amid market volatility

Mutual funds boosted exposure to ICICI Bank, HDFC Bank and Reliance in May, investing over ₹24,000 crore as market volatility created buying opportunities

India Market Strategy: PhillipCapital expects moderate FY27 returns

In event of an end to the West Asia war, equities seem to be favourably placed and macros should improve, says PhillipCapital in its India Strategy report.

Eternal, Sobha among 11 stocks FIIs cut stake for 8 quarters in a row

Shareholding data shows that FIIs reduced equity holdings in 11 stocks from Nifty 500 in every single quarter after March 2024. List includes PNB Housing Finance, Eternal and Cyient among others.

Battle of bourses: Listed BSE vs IPO-bound NSE; which is a better bet?

As NSE moves closer to its long-awaited IPO, investors are weighing its valuation and growth prospects against listed rival BSE

OMCs to infra: Analysts pick sectors likely to gain from US-Iran peace deal

Among sectors, Bernstein expects oil marketing companies (OMCs) will likely stand to benefit from reduced crude oil prices that dropped around 4 per cent on Monday to $83 a barrel (bbl)

DIIs raised stake in these 34 stocks for 8 consecutive quarters; full list

Domestic Institutional Investors have increased stake in 34 Nifty 500 stocks such as - Adani Power, Paytm and Eternal among others - quarter-after-quarter after March 2024, shows shareholding data.

Passive equity inflows hit three-month low in May amid market volatility

Net inflows into index funds and ETFs fell sharply in May, mirroring weakness in active equity schemes amid volatile market conditions

Wide variance: Passive value funds outpace active peers in last 3 years

Value-oriented indices delivered annualised returns of nearly 30 per cent over three years, while active value funds generated about half that return

Should you sell in the market rally today? What analysts suggest

While the global setup has turned positive, analysts suggest investors remain watchful of profit booking at higher levels after the recent volatility.

Indian markets love FIFA World Cup, shows data. Will 2026 be different?

The only exception has been 1998 (CY98) when the BSE Sensex slipped 16.5 per cent as market sentiment was dented due to Pokhran nuclear tests in May and the ensuing economic and trade sanctions.