Page 13 - Market Lens

India-focused funds log steepest outflows in 2025, $1.8 bn in past 4 weeks

India funds logged $1.8 bn outflows in four weeks, the sharpest in 8 months, as global investors reallocated to China, Hong Kong and South Korea amid shifting EM flows

The jolt that broke the silence: NFOs lift MF investor count in July

700,000 investors floor the pedal in July, snapping a six-month lull

Financials and IT stocks see highest FPI selling in August, shows data

Overall, FPIs turned net sellers to the tune of ₹20,976 crore over the past two weeks

Foreign investors slash India allocations in July, shift to China & Korea

Most emerging market funds are underweight on India, according to Nomura

Sebi acts against 'top finfluencer' doling out stock bets as education

Sebi has launched a search operation on a leading financial influencer in Mumbai for doling out stock recommendations without registration under the guise of investor education

Once on top, Mauritius no longer key source of non-resident MF investments

Domiciled vehicles lose traction as route for investments into Indian mutual funds

Q1 results show early recovery signs; 18% of India Inc see earnings upgrade

Elara Capital trimmed its FY26 Nifty EPS estimate by 1 per cent to ₹1,165, while projecting a 15 per cent rise to ₹1,335 in FY27

Retail investors cling to risky mutual funds even as HNIs pare exposure

In the September 2024-June 2025 period, while retail investors continued with their high-risk bets, HNI portfolios veered towards safer options in the MF space

FPI AUC in India hit by ₹2 trillion IT slump; financials cushion impact

The Nifty IT index has fallen by 19.8 per cent so far this year, the worst among key sectors. During the same period, Nifty has risen by 5.5 per cent

Will GST reform, S&P Global upgrade bring FIIs back to Indian stock market?

Thus far in calendar year 2025 (CY25), foreign institutional investors have dumped Indian equities worth Rs 1.17 trillion, shows NSDL data

Sebi's index norm relaxation to ease $1 bn sell-off risk for HDFC, ICICI

Sebi's proposed relaxation of index realignment norms could reduce potential $1 billion sell-off risk for HDFC and ICICI Bank, which are heavily weighted in the Nifty Bank index

SME IPOs regain momentum after three-month lull, raise ₹3,131 crore

Experts attribute it to buoyant market sentiment and pursuit of better listing gains among investors

DIY investors lose edge in direct mutual fund market, shows data

Guided assets grow faster than self-managed ones

Low savings account interest rates fuel a rush to liquid mutual funds

Net new account openings swell to 220,000 in 2025

GST reforms: How and where to invest in the stock market? Analysts decode

At the bourses, the consumption-driven theme has played out well thus far in FY26 with the Nifty India Consumption index rising nearly 11 per cent as compared to around 5 per cent rise in Nifty 50

Midcap carousel readies for September reshuffle spin in Nifty 150

Fresh entrants like Swiggy and Dabur step in as others exit, setting ₹1,800 crore in trades in motion

Of winners and walkaways: Insurers roll the dice on SBI, Eternal, and One97

Front-runners lock in ₹2,000 crore while weaker holdings fold early

Morgan Stanley warns of NBFC earnings cuts, urges selective approach

Morgan Stanley sees more FY26 earnings downgrades for NBFCs and advises investors to focus on stocks with strong fundamentals and valuation safety amid sector volatility

State Bank of India led MF buys in July with ₹10,000 crore QIP bet

Fund managers acquired SBI shares worth ₹10,200 crore last month, making the lender their biggest buy in July

Research analysts fail to keep pace with swelling stock investor base

There's only one RA per 73,000 investors now, as against one per 44,000 before pandemic