Page 14 - Market Lens
Samvat 2082: Investors likely to see up to 15% returns from equities
Pickup in earnings growth and sustained foreign flows hold key
 "Samvat 2082: Investors likely to see up to 15% returns from equities")
Motilal Oswal sector of the week: gold and jewellery; check stocks, targets
Globally, gold consumption continues to be driven by Jewellery, investment flows, central bank diversification, and growing industrial use in AI chips and electronics
 "Motilal Oswal sector of the week: gold and jewellery; check stocks, targets")
Samvat 2082: Key risks that could test Indian stock markets resilience
Indian equities enter Samvat 2082 amid risks from US tariffs, high valuations, FII outflows, fiscal pressures, and geopolitical tensions, even as earnings recovery offers long-term optimism
 "Samvat 2082: Key risks that could test Indian stock markets resilience")
Gold to glitter: Prices may rise 20-25% in Samvat 2082; check key tailwinds
A portfolio that includes gold has delivered better risk adjusted returns than one with only equities over the long run
 "Gold to glitter: Prices may rise 20-25% in Samvat 2082; check key tailwinds")
The balloon lands: Silver's hot-air premiums collapse as ETF frenzy cools
After soaring above NAVs, ETFs correct as supply and demand finally reconcile
 "The balloon lands: Silver's hot-air premiums collapse as ETF frenzy cools")
The eagle in the stock market: Swooping where valuations open a gap
Down 10% in USD terms, Indian equities still give hawk-eyed investors a clear vantage through Nifty's pre-pandemic valuations
 "The eagle in the stock market: Swooping where valuations open a gap")
India-focused funds: Redemptions since July at $3 bn; $328 mn this week
India-focused funds saw $382 million in outflows this week, even as global investors shifted towards China and gold, Elara Capital reported
 "India-focused funds: Redemptions since July at $3 bn; $328 mn this week")
Smallcaps set for worst Samvat in 6 years; Nifty posts single-digit return
BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years
 "Smallcaps set for worst Samvat in 6 years; Nifty posts single-digit return")
Nomura maintains Nifty target at 26,140; adds Prestige, Swiggy & Titan
Earnings slowdown to persist in the near term and modest recovery expected in FY27, says brokerage
 "Nomura maintains Nifty target at 26,140; adds Prestige, Swiggy & Titan")
Mutual funds' cash holding fell in September amid decline in inflows
Net inflows into equity schemes down for the second consecutive month
 "Mutual funds' cash holding fell in September amid decline in inflows")
$3500 to $4000/oz: Gold's 36-day $500 gain fastest in history, says WGC
Gold allocations amid the recent sharp run in prices may prompt portfolio rebalancing by strategic investors, WGC believes
 "$3500 to $4000/oz: Gold's 36-day $500 gain fastest in history, says WGC")
Nomura keeps Nifty target at 26,140, backs Swiggy, Titan, Alkem as top bets
Nomura has maintained its Nifty target for March 2026 at 26,140, implying a modest upside of 4 per cent from current levels, based on a FY27F earnings per share (EPS) estimate of ₹1,245.
 "Nomura keeps Nifty target at 26,140, backs Swiggy, Titan, Alkem as top bets")
IPO Market in Samvat 2081: Record fund raise, but mixed gains for investors
Data shows that over half of the mainboard IPOs (49 out of 97) are currently trading below their listing price, reflecting weak post-listing performance
 "IPO Market in Samvat 2081: Record fund raise, but mixed gains for investors")
Rs 6 trillion & counting: DIIs pump record money in Indian stocks in 2025
The strong domestic flow, meanwhile, offset the selling by foreign portfolio investors (FPIs) during CY25, who pulled out $23.3 billion (Rs 2.03 trillion) from the domestic equity markets.
 "Rs 6 trillion & counting: DIIs pump record money in Indian stocks in 2025")
₹1.75 trillion raised in Samvat 2081: Meet the top wealth-multiplier IPOs
Top IPOs of Samvat 2081: Among the winners, Stallion India Fluorochemicals led the performance chart, with its stock rising 268 per cent from the issue price and 176 per cent above the listing price
 "₹1.75 trillion raised in Samvat 2081: Meet the top wealth-multiplier IPOs")
PL Capital sees Nifty at 28,781 in 1 yr; banks, auto, defence to lead rally
Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.
 "PL Capital sees Nifty at 28,781 in 1 yr; banks, auto, defence to lead rally")
Record-setting 2025: Gold, S&P 500 on a tear; Nifty sits on the sidelines
In 2025 so far, Nifty and Sensex have risen by nearly 7 per cent, while gold and silver have rallied 53.09 per cent and 74.65 per cent, respectively
 "Record-setting 2025: Gold, S&P 500 on a tear; Nifty sits on the sidelines")
Nuvama stays cautious on Indian equities; downgrades banks, upgrades IT
Nuvama expects the earnings downgrade cycle to persist as export weakness and slower government spending offset tailwinds from Goods and Services Tax (GST) cuts
 "Nuvama stays cautious on Indian equities; downgrades banks, upgrades IT")
Time to book profit in gold, silver after 61% jump in the last one year?
Apurva Sheth, head of market perspectives and research at SAMCO Securities believes that the recent buying frenzy in both gold and silver has been led by FOMO - buying out of fear of missing out
 "Time to book profit in gold, silver after 61% jump in the last one year?")
Smaller servings, smaller risks: The Street's trading volume crash diet
A market bloated on F&O speculation has slimmed under Sebi watch - 20% leaner
 "Smaller servings, smaller risks: The Street's trading volume crash diet")