Page 11 - Market Lens

Active mutual fund schemes soften equity market pain for investors

Active schemes steady portfolios where benchmarks wobble

After Infosys, TCS, Wipro may follow with buyback amid stock rout: Analysts

Infosys will repurchase 100 million shares at an average price of ₹1,800 per share, a 19.3 per cent premium to its closing share price of ₹1,509.50 on Thursday

MTF book of domestic brokerages tops ₹1 trillion mark for first time

Outstanding MTF crossed ₹1 trillion for the first time, up 2.3 times in a year, creating revenue opportunities for brokers but sparking caution on risk exposure

Poll-bound Bihar tops home loan growth list at 16.3%: Equirus Securities

As of June 2025, home loans, according to the Equirus note, grew 12.8 per cent y-o-y to Rs 41.2 trillion, led by state-owned banks (+15.5 per cent y-o-y) and NBFCs / state finance banks

GST revamp to drive macro tailwinds; Antique backs consumer discretionary

The GST 2.0 is expected to deliver a significant consumption boost of around ₹2.8 trillion, equivalent to 0.7 per cent of GDP, Antique Broking said

Bernstein rejigs India portfolio; adds HDFC Bank, PB Fintech; exits Infosys

This latest revision, it said, was shaped by several factors, which meant increasing exposure to the financials and consumer sectors, booking gains in stocks where the market drivers are in place

FPIs net sellers of G-secs under FAR in FY26, inflows return in Q2

FPIs sold Rs 17,262 crore of government securities under FAR in FY26 so far, but Q2 has seen a turnaround with Rs 14,540 crore in inflows as bond yield spreads widened

Wheat, Bombs & Fetters: How India fought off US sanctions in the 1970s

Indian audiences are now viewing 'The Hegemonic America Part 3': PL 480. Uranium 235. 50 per cent Tariffs

Explained: Why FIIs matter for markets, even with DIIs' strong presence?

DIIs' steady inflows, backed by retail investors and long-term capital, have made Indian markets more self-reliant and less vulnerable to global shocks

27 issuers and one mega deal: 2025 QIP issuances tell a split story

SBI's ₹25K crore fundraise hides a stark contrast - most companies trail last year's pace

Multi-asset funds march to the hybrid throne; gold their banner

Inflows signal a changing guard from BAFs, though analysts caution investors against recency bias

Will the GST rate cut bring back foreign investors to Indian stock market?

The primary reason for the underperformance of the Indian market in the past year, according to analysts, is weak domestic growth

Three reasons why Gold prices may hit ₹1.4-lakh mark sooner than you think

On the technical side, charts are crystal clear. Gold recently broke out of a bullish pole-and-flag pattern on the weekly time-frame, a setup that often precedes strong continuation rallies.

GST rate rejig above expectation, stocks price in most positives: Analysts

The breadth and depth of the new rate cuts, analysts at Bernstein said, especially in the fast-moving consumer goods (FMCG) categories saw rate reductions well beyond what they thought was possible

From FMCG to air conditioners: Sector-wise impact of GST reforms

FMCG, cement, agriculture and other sector companies will be in focus post GST refoms; check all details

Are markets overoptimistic on GST rate overhaul as council meet gets going?

Any disappointment on the rate front, analysts believe, could trigger a knee jerk correction fall in the stocks and sectors that have seen a good run in the last few weeks

JM Financial downgrades defence, industrials; turns bullish on consumption

JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26

HSBC flags 5 positives, 4 risks for Indian equities amid market uncertainty

Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness

Coming up in 2026: A tale of three IPOs to script a new story for India Inc

Three mega IPOs, from diverse businesses and historic relevance, could script a new story for India Inc

Cash turnover soft, derivatives volumes jump in Aug amid rising volatility

Equities turnover muted for 2nd month; F&O posts double-digit rise in August