Page 2 - Market Lens

Markets pricing an excessive 125bps rate hike over the next one year: Nomura

Beyond February 2027, Nomura expects the probability of further rate increases to diminish, citing the potential for a slowdown in consumption.

RIL, PB Fintech, HUL, TMPV, Maruti among 24 BSE 500 stocks at 52-week lows

Motherson Sumi Wiring India, India Cements, Wipro, Tata Elxsi, UPL, NSDL and Zensar Technologies were few of the other notable BSE 500 stocks that hit 52-week lows on Friday.

Why NSE's mega ₹22,562 crore IPO met a rather small retail appetite

Market data showed NSE's grey-market premium weakening sharply during the IPO period. The premium had fallen to around 2 per cent from a peak of about 20 per cent during the bidding.

Big IPOs offer bigger exits to private equity backers and promoters

Secondary share sales provide founding owners and private equity backers an orderly exit mechanism without diluting a company's equity base or expanding its share float

Midcap indices have limited utility for historical comparison: Kotak report

"Several stocks from a "popular" sector can enter the index simultaneously, while sectors that are out of favour may become under-represented," the report said.

Rural MF investor growth stalls as weak equity market returns take toll

Semi-urban and rural areas added just 1.3 million MF investors in FY26, down from 6.1 million in FY25, while additions in Tier II cities more than doubled

When will FIIs return to the Indian stock market? Bernstein answers

Another issue Bernstein highlighted was the nature of India's large-cap companies, which it believes represents a 'bygone economic era'.

4 MF categories attract half the SIP inflows in Aug, smallcap schemes lead

Small-cap funds led SIP collections at ₹5,012 crore, followed by mid-cap and flexi-cap schemes, as four equity categories together garnered ₹16,096 crore

Arbitrage funds yet to warm up to Sebi's 1% leeway for CAS exposure

Sebi had eased rules for arbitrage funds in a bid to boost participation from the ₹3 trillion mutual fund category in the CAS

Fed hike impact: What 25 bps rate increase means for market & FII flows

In line with expectations, the Fed raised rates by 25 bps, with policy signalling that this cycle will continue.

Buzzing stocks: RIL, SBI Life, ICICI Lombard, Shree Cement hit 52-wk lows

ACC, Ambuja Cements, India Cements and Shree Cement from the cement sector hit their respective 52-week lows.

Elevated oil prices are the new normal; $120/bbl possible, say analysts

For the first time since the US-Iran war started in February 2026, S&P Global Energy does not project West Asian crude oil production to return to prewar levels by the end of 2027

Mid, smallcap rush lifts equity MF inflows to four-month high in August

NFO revival adds to inflows; largecap fund outflows sustain

Investors pump $18bn into gold ETFs in Aug.; Europe-listed funds lead: WGC

North American demand, according to the report, was relatively modest early in the month before accelerating sharply during the week of 17 August when funds added roughly $4 billion.

Net SIP inflows surge to record ₹2 trillion in FY26 despite closures

Despite higher SIP account closures amid market turbulence, net inflows accounted for 56 per cent of gross SIP investments of Rs 3.5 trillion in FY26

Demat additions surge to 3.3 mn as IPO boom draws retail investors

The IPOs are hitting the market when Nifty 50, the largecap index, is down 5 per cent, but the Midcap 100 has returned 10 per cent and Nifty Smallcap 100 is up almost 14 per cent

MFs place heavy bets on fresh offerings; ICICI Pru, SBI lead allocation

ICICI Prudential Mutual Fund leads the top-tier individual allocations in absolute money terms, committing ₹1,019.6 crore to Shadowfax Technologies.

Financial stocks attracted a third of FPI haul in August, shows data

Experts say the divergence suggests foreign rotated towards domestic consumption and financial themes while trimming exposure to commodity-linked and defensive sectors

Market pre-open rules change from today: Here's what is different

The new pre-open auction session from Monday is divided into three time slots for order entry, modification/cancellation and order matching/execution for determining the opening (equilibrium) price.

Rising bond yields make largecaps attractive; mid, smallcaps may lag

Nifty 50's equity risk premium looks attractive