Page 16 - Market Lens

Why PMS' need to be viewed differently from investing in a mutual fund

Investing in PMS should be looked at as a test series. You can judge consistency on an ongoing basis but the outcome is drawn out as per the stated objective of the fund

LIC portfolio sees Rs 46,000 crore dent in July; RIL biggest value drag

Meanwhile, four IT companies combined - TCS, Infosys, HCL Technologies and Tech Mahindra - have made a dent of ₹15,321 crore in LIC's portfolio thus far in July

Gold may remain in consolidation phase amid global trade talks: Analysts

Gold prices are expected to witness further consolidation in the coming week as investors brace for a slew of events, ranging from central bank meetings, including the US Federal Open Market Committee (FOMC) meeting's outcome, to global trade negotiations, analysts said. Traders will also closely watch macroeconomic data, including Personal Consumption Expenditures (PCE) inflation numbers, employment data from the US, manufacturing PMI numbers from across regions and developments related to the August 1 trade deal deadline. August 1 marks the end of the suspension period of Trump tariffs imposed on dozens of countries, including India. Pranav Mer, Vice President, EBG - Commodity & Currency Research, JM Financial Services, said, "Gold prices may see some consolidation in the week ahead as the focus will be on the outcome of trade negotiations between the US-Euro zone and the US-China along the policy meeting of the US Federal Reserve and Bank of Japan, both of them expected to keep

The Revenge of Badla: How early 2000s market shifts fuel Jane Street case

The Badla system was a hybrid cash & futures trading product. It was offered on the BSE, and had been an age-old system for trading on margin

NSE investor base rises 4 times amid IPO hopes and market anticipation

Exchange's public shareholder numbers surged to 157,000 in Jun

6 factors that will impact India Inc's earnings in the quarters ahead

A significant drag comes from the private banking sector, which is expected to report its second consecutive quarter of declining earnings since March 2020

India relatively safe amid trade uncertainty; remain overweight: JP Morgan

Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance

Paytm, DreamFolks: 6 IPOs down over 50% from issue prices; what went wrong?

Individually, AGS Transact Technologies has been the worst performing IPO in the last five years, with the stock trading at a mammoth 97% discount to its issue price.

Rich or resilient? Market valuation debate heats up amid Q1FY26 results

The outlook for global equities in 2025-26 remains uncertain, with Anand Rathi noting that sentiment around Indian equities is even more cautious

Sebi proposal to allow AMCs to manage family office funds sparks debate

Sebi's plan to let AMCs manage non-broad-based pooled funds without PMS licences has sparked debate over regulatory parity, competitive fairness, and market safeguards

BSE Midcap index in focus: L&T Fin, UPL at 52-week high, see stock strategy

At 01:37 PM, BSE Midcap index, the top gainer among broader indices, was up 0.55 per cent, as compared to 0.38 per cent rise in the BSE Sensex and 0.09 per cent gain in the BSE Smallcap index.

Q1 early-bird results: Revenue, profit performance worst in 16 quarters

Q1 results indicator: One-time gains boost overall income

Has TACO trade in stocks run its course? Chris Wood of Jefferies decodes

From a market standpoint, Wood believes, it is just a matter of time before the negative impact of tariffs starts to show up in the macro-economic data

How rising market power is driving India Inc's post-pandemic profit boom

Market concentration in sectors like cement, steel, telecom and cars is now near all-time highs, fuelling corporate India's most profitable decade in recent history

Market cap drops, opportunities rise: What investors can't miss in 2025

The total average market capitalization for January-June 2025 stood at ₹425.5 lakh crore, the second-highest on record, but marked a 7.6% decline from the previous six-month period (July-December 2024

PL Capital bets on domestic sectors, sees 6.5% Nifty growth in 12 months

PL Capital expects pharma, banks, defence, and staples to outperform in the near term as domestic demand revives

QIP fundraising revives in June after a tepid first five months of 2025

₹14,000 crore raised as firms tap improved valuations, liquidity

Bernstein expects markets to consolidate; sees Nifty at 26,500 by 2025-end

As a strategy, they have moved utilities sector to equal weight. Financials, Telecom, small discretionary, remain their overweight sectors.

NRIs hold back on market bets amid tax knots and regulatory hurdles

Non-residents have tax deducted at source in India, along with potential taxation in their home countries

Deepak Shenoy's Capitalmind to launch Flexi Cap Fund: Who should invest?

Capitalmind Flexi Cap Fund will track the Nifty 500 TRI, which is also tracked by most of the other flexi-cap funds