Page 12 - Market Lens

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

Flows favour equities, returns chase gold and silver. Where to invest?

International silver prices could climb toward $50 per ounce, translating into a 20-25 per cent rise in MCX silver prices to around ₹1,50,000 per kg

India Inc's earnings depend on global growth; DII flows at risk: Nuvama

There is a risk to sustenance of DII flows itself as they lag-rather than lead-market movements. Weak one-year trailing returns could be a meaningful deterrent for domestic investors, the report said.

Tariff woes abate; GST reforms next growth leg: Emkay Global Financial

Emkay Global remains constructive on a consumption revival cascading from multiple fiscal and monetary stimuli

European bonds face volatility as Dutch pension reform nears €2 trn mark

The Dutch central bank warned earlier this year of a risk to financial stability, and the complexity of the underlying mechanics means it's hard to get a grasp on the extent of any disruption

August Slump: Over 2,300 stocks in red, market breadth hits six-month low

Both February and August were marked by sharp foreign portfolio investor outflows, cautious investor positioning, and sharper declines in broader market segments versus frontline indices

₹11.4 trillion and counting, DII buying streak continues for 25th month

₹94,829 cr August DII inflows second-highest after October 2024

Markets underestimating turn in growth cycle, says Morgan Stanley

The US-headquartered firm sees a compelling case for a re-rating, driven by India's increasing share in global output, stable fiscal and monetary frameworks

Options on a new clock: The day swap that could tilt the stock market

Expiry-day swing gives NSE a chance to reclaim lost territory from BSE

Stocks of domestic-facing firms lag despite tariff-related hedge calls

In August so far, gauges of FMCG stocks, realty, private and public sector banks have given muted returns, indicating mixed participation

How the number of distributors for a company impact its sales growth

In economics, the concept of a Laffer curve suggests that there is an optimal tax rate beyond which increasing the rate will not result in an increase in government revenue

Proposed GST rejig saved the day for Indian stock markets, says Chris Wood

Wood has removed the investment in Aditya Birla Real Estate in his India long-only equity portfolio and replaced it with an investment in Mahindra & Mahindra (M&M)

Tariffs cast long shadow on equities, Sensex slips to three-week low

With markets closed on Wednesday for Ganesh Chaturthi, the reaction came in Thursday's session

HDFC Bank emerges as top choice for global EM funds with record ownership

Copley Fund Research finds HDFC Bank held by 71% of EM funds, making it the most critical emerging-market bank globally, with allocations surging post-HDFC merger

Bye, Thursday Nifty expiry! New NSE derivatives expiry start next Tuesday

The swap in the expiry dates comes amid the market regulator Securities and Exchange Board of India's (Sebi) aim to reduce retail participation in the space

Why are FPIs selling? Zero net inflows persist despite geopolitical risks

Many investors have lost faith in the EM asset class, cut exposure, and India has been a funding source, given its relative outperformance

AIF commitments surge past ₹14 trn; funds raised, deployment exceed ₹5 trn

Commitments to AIFs rose 20% year-on-year to Rs 14.2 trillion as of June 2025, with funds raised at Rs 6 trillion and investments made at Rs 5.72 trillion

Sponsor banks boost MF flows as SBI, HDFC Bank, ICICI Bank add heft

Bank-sponsored fund houses led by SBI, HDFC, and ICICI drove MF inflows in FY25, aided by their vast customer base and distribution networks

DIIs pump record ₹7.1 trillion into equities, offsetting heavy FPI outflows

Domestic institutional investors, led by mutual funds, have invested Rs 7.1 trillion in equities over the past year, cushioning markets from persistent FPI selling

India exchange-traded funds miss their cue as iShares steps offstage

Indian markets are facing their sharpest wave of redemptions in eight months, even as Chinese equities attract fresh inflows