Page 2 - Market Lens

Bernstein shuffles India portfolio as Q1 earnings offer stock-specific bets

Bernstein has, however, held on to some of the stocks in its earlier focus list - Larsen & Toubro (L&T), NTPC Axis Bank, HDFC Bank, Nuvama and HomeFirst.

Tata Sons' capital call: Listed giants find their own growth fuel

In the concluding part, Business Standard examines how listed Tata companies will fund expansion

FII ownership falls to 17-year low as domestic investors strengthen grip

FPI ownership in NSE-listed companies fell to 15.1 per cent, while domestic mutual funds raised their stake for the 12th straight quarter to a record 11.6 per cent

Portfolio rejig: Here's what top 3 mutual fund houses bought & sold in July

The top AMCs, SBI Mutual Fund, ICICI Prudential Mutual Fund and HDFC Mutual Fund, saw an increase of 2.3 per cent, 3.1 per cent and 3.5 per cent, respectively in the equity value of their funds.

Biocon and PB Fintech top MFs' SMID 'buy' list in July, shows data

MF holding grows over 100x in Diamond Power Infrastructure

Microcap 250 index hits 52-week high; Manorama, Balu Forge surge up to 15%

At 10:09 AM on Friday, the Nifty Microcap 250 index was up 0.39 per cent at 26,236.65, compared to a 0.18 per cent decline in the Nifty 50 index.

Nearly one in three MF equity folios now in smallcap, midcap funds

Folio additions by the two high-risk categories surge to 11-month high in July

Tata group stocks may shrug off Chandra's exit in the long run: Analysts

Most of the group stocks such as TCS, Titan, Tata Communications and Tata Motors PV traded with cuts of up to 4 per cent in intraday deals on Wednesday.

Concentrated rally? 46 Nifty Midcap stocks 20-110% away from 52-week highs

DSP Mutual Fund said that despite their long-term earnings trajectory and current trailing valuations, there is room for SMIDs to underperform before they present broad investment opportunities.

Demat additions soar to 6-month high on IPO boom, market rebound

Additions stood at 2.89 mn in July, highest since Jan

DII equity inflows top Rs 5 trillion for third straight calendar year

Within the Nifty-500, DIIs were overweight in Consumer, public sector undertaking (PSU) Banks, Oil & Gas, Telecom, Metals, and Technology sectors in the June 2026 quarter, reports suggest.

Holding companies of most family-owned business groups already listed

As Tata Sons faces a listing question, here is a look at other holding companies and their financial might

MCX, HDFC Bank, Lenskart: Chris Wood rejigs India portfolio

India, Wood wrote, continues to benefit from improving domestic fundamentals, with bank credit growth accelerating to 17-18 per cent year-on-year in 2026.

Shriram Finance, Tata Capital, AU SFB among 20 BSE500 stocks hit new highs

Ather Energy, Craftsman Automation, Samvardhana Motherson International and TVS Motor Company from the automobiles and auto parts sector also hit new highs in trade on Thursday.

Closing price auction aftermath: NSE-BSE price gaps fuel arbitrage trades

Unusual price gaps between NSE and BSE have created short-lived arbitrage opportunities for high-frequency traders, with several Nifty 50 stocks trading at divergent prices

India could see $25bn inflow if GEM funds alter underweight stance: HSBC

HSBC had earlier upgraded Indian equities to "Neutral" from "Underweight" and raised its 2026-end target for the BSE Sensex index to 84,000 levels.

NSE's closing auction skews MF NAVs, creates winners and losers

New buyers lose out, redeemers gain; fund houses expect anomaly to even out over time

Why Sensex jumped 504-pts, while Nifty plunged 184-pts Tuesday morning?

Ajit Mishra of Religare Broking explains that stock prices were seeing adjustments following a variation in behaviour during the closing auction session on the BSE and NSE on Monday.

OMCs drag India Inc earnings. What would Q1 have looked like without them?

Elevated crude prices against the backdrop of the West Asia crisis remained the key factor that roiled the OMCs' Q1 earnings performance.

Nifty Midcap 100 index hits record high, Smallcap 100 touches 52-week high

The optimism around Q1 earnings is shifting from large caps to midcaps. Following a five-week breather near the all-time high, the Midcap Index regained momentum, said ICICI Securities.