Page 13 - Market Lens

Explained: Will the global selling in AI stocks hit Indian stock markets?

The recent correction in AI-related stocks may not suggest the end of the tech boom, but it may signal a shift toward more cautious investing, according to analysts

DIIs extend lead over FPIs as ownership hits record high in September

Domestic institutional investors' ownership in NSE-listed firms climbed to 18.26% in September 2025, while FPIs' holdings dropped to a 13-year low of 16.71%, Prime Database said

PTC Ind, RIL among 5 Indian stocks in Goldman Sachs' APAC conviction list

Among sectors, their biggest 'conviction' as regards India is on the defence sector, where Goldman Sachs believes PTC Industries is scores over its peers

MSCI Nov rejig: Fortis Healthcare, Paytm among 4 entrants in Standard Index

Fortis Healthcare and GE Vernova have rallied 41 per cent and 51 per cent, respectively, compared to an 8.2 per cent advance in the Nifty50

Sensex can hit 100,000 by June 2026; market correction over: Morgan Stanley

The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance

At ₹506 trillion, derivatives turnover hit 12-month high in October

BSE's futures and options ADTV rose 33% month-on-month against NSE's 5.6%

Nifty to hit 54000 by 2030? Anand Rathi thinks it's possible, lists reasons

Nifty50 outlook: Analysts expect this momentum to sustain as India continues to chart its growth path through structural reforms, strong consumption trends, and improving corporate profitability.

Motilal Oswal raises Nifty EPS, expects steady earnings momentum ahead

Earnings for the 151 MOFSL Universe companies rose 14 per cent year-on-year (Y-o-Y), above the brokerage's 9 per cent estimate.

Leaner Bank Nifty on Sebi's new menu: A big-bank diet feeds a $1.5 bn churn

Sebi's weight-watching exercise caps HDFC and ICICI at 20%; smaller lenders get a larger slice

After August gasp, market draws its deepest breath in four months

October's ADR hit 1.08 - its highest since June - as easing outflows let rally catch new air

Indian equities' decade-long outperformance with emerging market narrows

After a decade of outperformance, Indian equities have entered a consolidation phase with peers such as China and Taiwan regaining momentum, says Motilal Oswal

Sebi's cost-cap plan threatens to erode mutual fund, broker earnings

Shares of these, along with wealth and MF distribution stocks, slump up to 8%

UBS finds emerging markets attractive; India among preferred bets

Improving global and domestic liquidity, persistent underweight positioning by global investors, and a renewed search for geographical diversification further underpin UBS' positive outlook on India

Multi-asset funds take divergent paths on gold, silver allocation

Half of the top 10 schemes pare exposure, others raise their bets

Tamil Nadu overtakes Gujarat in new investor registrations for September

Rising investor numbers hint at a shift, yet broad household uptake stays low

FPIs keep India's IPO heart beating: ₹54K cr pumps life into market pulse

Foreign investors act as lifeblood of primary markets, steadying flows amid heavy outflows

Less than 2% dare to go only-derivatives: NSE's Market Pulse report

Out of nearly 9 million individual investors active in the equity derivatives segment, 2.1 million traded only in futures and options (F&O) during the period

Earnings revival to liquidity boost: Key factors to watch this Samvat 2082

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

Active EM funds on track for best run since 2017, India lags peers

South Korea and China drive emerging market fund gains, while India's weak equity performance weighs on returns; analysts say re-rating could be near

Samvat 2082: Investors likely to see up to 15% returns from equities

Pickup in earnings growth and sustained foreign flows hold key