Page 11 - Market Lens
This $48.7 billion in AUM fund manager bets on Indian equities for 2026
After a cyclical slowdown in 2025, wrote Gustavo Medeiros, head of research at Ashmore Group in a 2026 market outlook report, macroeconomic indicators in India are looking increasingly positive.
 "This $48.7 billion in AUM fund manager bets on Indian equities for 2026")
Retail investors sell ₹23,000 crore in two months as markets rally
The retreat from direct equities contrasts with continued inflows from domestic institutional investors
 "Retail investors sell ₹23,000 crore in two months as markets rally")
Rupee hits 90-mark against US dollar: Why, outlook and market strategy here
Dollar outflows from FPIs, trade deficit probably widening with export growth slowing down, and the trade deal with US is still not on the table are the three main reasons why the rupee is falling
 "Rupee hits 90-mark against US dollar: Why, outlook and market strategy here")
Debt repayment, capital expenditure: How IPO proceeds are being utilised
data on 189 IPOs where information is available show that the total amount to be raised through fresh equity was Rs 1.20 trillion, with another offer for sale (OFS) component being Rs 62,000 crore
 "Debt repayment, capital expenditure: How IPO proceeds are being utilised")
Nifty Bank rejig trims HDFC and ICICI Bank heft; shares fall 1.25%
Outflows of over $300 million each
 "Nifty Bank rejig trims HDFC and ICICI Bank heft; shares fall 1.25%")
Nifty50 to hit 29,300 by end-2026? Nomura lists top 20 stock picks
Nomura expects Indian markets to trade in the range of 20-22x one-year forward earnings, assuming risk premia remain low.
 "Nifty50 to hit 29,300 by end-2026? Nomura lists top 20 stock picks")
Gold and silver ETF assets double in six months on record inflows
Surges past Rs 1.5 trillion in November as inflow momentum sustains
 "Gold and silver ETF assets double in six months on record inflows")
Manufacturing-related stocks have more headroom left, say analysts
At the bourses, meanwhile, Nifty India Manufacturing index, which has outperformed the market by surging 26 per cent in the past nine months
 "Manufacturing-related stocks have more headroom left, say analysts")
A rally leaning too far: A Jenga-high market with a wobbling base
ADR falls to 0.89 - November's gains now balance on a shrinking block of stocks, the lowest since February
 "A rally leaning too far: A Jenga-high market with a wobbling base")
On the upswing: Equity benchmarks gain for third consecutive month
Rotation out of AI stocks, strong Q2 earnings and FPI buying helped markets hit 14-month highs despite valuation worries
 "On the upswing: Equity benchmarks gain for third consecutive month")
MFs' equity purchases scale a new high in 2025 amid strong inflows
Domestic funds have bought Rs 4.6 trillion worth of equities so far, surpassing 2024 highs
 "MFs' equity purchases scale a new high in 2025 amid strong inflows")
Large vs mid vs smallcaps: Which stocks may see Santa Claus rally in Dec?
Where to invest now: Indian markets have seen Santa Clause rallies, data shows. Since 2001, the Nifty 50 has delivered positive returns in 17 of the 24 years
 "Large vs mid vs smallcaps: Which stocks may see Santa Claus rally in Dec?")
Brokerages remain bullish on markets for 2026 as Sensex hits new high
Morgan Stanley sees the Sensex at 107,000 by December 2026 translating into an upside of around 24 per cent from the current levels
 "Brokerages remain bullish on markets for 2026 as Sensex hits new high")
Sensex, Nifty hit record highs: Analysts pick sectors to invest in markets
Where to invest in Indian stock market: As Sensex and Nifty indices hit new record highs, analysts decode best sectors to invest in right now
 "Sensex, Nifty hit record highs: Analysts pick sectors to invest in markets")
Inside Nifty's rise to new highs: Stocks and sectors driving the comeback
Recent upgrades by global brokerages such as HSBC and Goldman Sachs, which have turned overweight on India, have contributed to the upbeat momentum
 "Inside Nifty's rise to new highs: Stocks and sectors driving the comeback")
Smallcap stocks: Don't overlook this critical question before investing
Understanding smallcaps requires more than numbers. Harini Dedhia shares the single most important question to ask a smallcap company, to understand if it can truly scale and win market share
 "Smallcap stocks: Don't overlook this critical question before investing")
Consumption stocks yet to fully price GST 2.0 boost: Analysts
The consumer sector, according to a Motilal Oswal note, reported the third quarter of mid-single-digit earnings growth of 5 per cent year-on-year in Q2-FY26
 "Consumption stocks yet to fully price GST 2.0 boost: Analysts")
IT, pharma to gain most from rupee fall; don't jump to buy yet: Analysts
On Monday, the rupee advanced amid reports that the RBI resumed efforts to support currency via overseas and onshore markets
 "IT, pharma to gain most from rupee fall; don't jump to buy yet: Analysts")
BSE Smallcap index hits over 7-week low in trade; Symphony, CMS Info slip
The BSE Smallcap index is trading lower for the fourth straight day, quoting at its lowest level since September 30, 2025.
 "BSE Smallcap index hits over 7-week low in trade; Symphony, CMS Info slip")
₹50 trillion and counting: Equity mutual fund assets hit a new high
Steady inflows drive jump, cementing MFs as the go-to route for equity market participation
 "₹50 trillion and counting: Equity mutual fund assets hit a new high")