Page 12 - Market Lens

Nvidia's bullish outlook: What it means for Mag 7, Indian IT and FII flows

Nvidia projected fourth-quarter revenue of $63.7-66.3 billion, topping the $61.98 billion average analyst estimate, according to Bloomberg

Sensex crosses 85,000 after 14 months; BEL, SBI among top performers

Sensex crosses 85,000 after 14 months, driven by financials and autos, while IT and consumer stocks lag; Bharat Electronics, Bajaj Finance, Airtel and SBI emerge as the biggest gainers

Market forecast 2026: UBS, Franklin Templeton AMC, Emkay, others decode

Most brokerages remain optimistic on the road ahead for the Indian equity markets and expect the Sensex to hit new highs in 2026 provided earnings remain supportive

Morgan Stanley's bull-case scenario: Sensex at 107,000 by December 2026

India is ending 2025 with its worst relative performance versus the emerging markets (EM) since 1994, Morgan Stanley said. Relative valuations, they believe, have corrected meaningfully

Equity mutual funds' cash piles grow even as inflows keep declining

Motilal Oswal MF and PPFAS MF added the largest cash buffers, shows report

Sensex at 300,000? It's very much possible! Here's the calculation

The superior EPS growth rate in India, Goldman Sachs believes, would come on the back of strong structural growth and demographic tailwinds

Midcaps shine in Q2 as cycle bottoms, says Motilal Oswal; OMCs, Metals lead

Corporate earnings logged a 3rd straight quarter of double-digit growth, underpinned by strong performances from OMCs, Metals, Telecom, Technology, Cement, NBFCs - Lending, and Capital Goods.

Boiling over? Small and midcap multiples bubble, but PEG keeps lid on

Surface froth looks intense, yet expected growth tempers risk

Indian markets a relative-return disaster; rupee bottom at 89: Chris Wood

The biggest risk to the bottoming out of the rupee, Wood believes, is the continuing resort to handouts in state election politics which have been a feature for the past two years

D-St to act as hedge for funds looking to trim global AI play, say analysts

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

Flexicap funds, commodity ETFs emerge as new investor favourites

Erstwhile favourites smallcap, midcap funds see a decline in investor interest

Retail investors' NSE market-cap share at 22-yr high of 18.75% in Q2FY26

After four successive quarters of decline, total promoter ownership in NSE-listed and Nifty 500 companies held broadly steady at 50.1 per cent and 49.3 per cent, respectively, in Q2-FY26

Is the gold price rally trying to warn against a rise in inflation?

Christopher Wood, global head of equity strategy at Jefferies expects gold prices to hit $6,600/oz going ahead, up 57 per cent from the current levels.

India, US trade deal not priced in yet; can bring back FII flows: Analysts

Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations

Equity MF flows drop to their lowest in four months on profit-taking

SIP inflows surge to a record high of Rs 29,529 crore; AUM nears Rs 80 trillion

India to be 3rd-largest economy by 2028; equities remain pricey: UBS

From a stock market perspective, however, UBS remains underweight on Indian equities as valuations in their view still look expensive relative to the ordinary fundamental performance of companies.

Time to start buying gold for the long term, suggest analysts

From a technical perspective, the first key technical support for gold, according to WGC, is seen around its medium-term 55-day average and initial Fibonacci retracement of the rise from the 2022 low

India market darling no more, trails global emerging market peers

Light FPI positioning seen as bullish sign as HSBC, Goldman turn overweight India

The IPO listing train keeps rolling: 2025 may be its biggest stop yet

Over ₹1.5 trillion raised, with major listings still queued down the track

MFs turn to covered call strategy to squeeze out gains in flat market

Restricted in 2010, the regulator allowed writing options under covered calls in 2019