Page 19 - Market Lens

Evolving growth-inflation dynamics unlikely to permit further rate cuts

Economic hit due to US tariff decisions likely to be accentuated

Nifty50 earnings estimates under pressure in July; improves slightly MoM

Despite the broader weakness, 18 Nifty50 companies, or 36 per cent, received upward revisions to their FY26 EPS

Investors pivot to quality, fundamental picks over momentum: PGIM India MF

As investment patterns in the Indian markets shift to high growth and good quality stocks, PGIM India MF suggests a portfolio strategy

Rally in long bonds nears end as key drivers weaken, says Axis AMC

Axis AMC warns that the rally in long-duration bonds may be over amid weak demand-supply dynamics, policy shifts, and reduced scope for aggressive rate cuts

FPIs still drive stock prices despite holdings at decade-low levels

Companies with rising FPI stakes in June 2025 quarter delivered 21.73% returns on average, outpacing mutual funds, LIC, and other investor cohorts

Industrial and consumer discretionary sectors lead 2025 IPO charge

According to Prime Infobase data, the industrial sector has emerged as the frontrunner with nine IPOs so far this year, closely followed by consumer discretionary with seven

LT Foods, NMDC, SRF among top 5 stocks in Quant Watchlist by Motilal Oswal

Blue Jet Healthcare stock: Strong in quality and earnings surprise, this stock indicates analyst optimism about its future performance.

F&O volumes hit 8-month high in July despite ban on Jane Street

Derivatives volumes rose 10% in July, reaching an 8-month high, as retail and proprietary traders responded to increased market volatility despite the ban on Jane Street

Motilal Oswal trims FY26 Nifty EPS; bets on midcaps in interim Q1 review

The aggregate earnings of the 184 companies in MOFSL's coverage rose 7 per cent year-on-year (Y-o-Y) in Q1FY26, matching the brokerage's estimates.

Round trip to nowhere: Markets break a sweat, but not new ground

Markets moved. Wealth didn't. One year later, it's deja vu for investors

BSE500 stocks at new highs: Amber, Chalet Hotels, 6 others; details here

Bosch, Radico Khaitan, Maharashtra Scooters and Schneider Electric Infrastructure from the BSE500 index hit their respective new highs in an otherwise subdued market.

Western India no longer biggest destination for equity fundraising

South and North gain ground, with their share going up to 20-30% from 13-14% in March 2019

FPIs selling in F&O hits 2-year high; but rollovers hint at optimism ahead

Foreign investors net sold ₹14,452 crore, and ₹25,831 crore in stock & index futures, respectively in July; however, F&O rollovers hint at likely optimism going ahead.

Goldman Sachs, Bernstein, Nomura: Brokerages decode Trump India tariffs

Export-oriented stocks, analysts said, can underperform in the near-term. Investor sentiment till trade talks turn positive from here is expected to remain cautious, they suggest

RIL, BPCL lead market sell-off; here's why Oil & Gas stocks are falling

Mukesh Ambani-led Reliance Industries, India's largest company by market capitalisation, dropped 2 per cent, contributing significantly to the sector's weakness

SBI leads $9.2 bn QIP spree as firms tap market rally to raise funds

About 40 Indian firms, led by banks, announced plans in July to raise more than ₹80,000 crore ($9.2 billion) via qualified institutional placements

Mid, smallcap indices can dip up to 9% from here; analysts turn cautious

Historically, the combination of narrowing earnings differential, high valuations and prolonged outperformance, Nuvama said, has led to a large period of underperformance for SMIDs (2018-19)

India's foreign equity listings went cold after 2018, shows data

Debt issuances and convertibles keep flowing as equity stalls

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