Page 2 - Market Lens

Small towns surge ahead of cities in mutual fund folios, shows data

Investors from smaller towns surpass top cities in mutual fund folios for the first time, reflecting rising financial awareness and expanding distribution networks

Nifty 50@30: Tracking India's economic shift with 13% annual returns

As the Nifty 50 turns 30, India's benchmark equity index has delivered nearly 13% annual returns, mirroring the country's economic and corporate transformation

FPIs sold IT stocks heavily despite positive net inflows in February

FPIs sold nearly ₹17,000 crore worth of IT stocks in February despite strong overall equity inflows, as fears of AI-led disruption drove the sector to its steepest monthly fall since 2008

Investing during panic has been rewarding historically, says ICICI Direct

Despite the near-term volatility, ICICI Direct said that markets have historically bounced back after geopolitical shocks

HUL, Nestle India show why MNCs should list India units: ICICI Sec explains

ICICI Securities says Indian units of global firms like HUL and Nestle India command premium valuations, making domestic listings a value unlocking strategy

Nifty bottom yet to come, shows this rare gap-down trend: SAMCO Securities

A note from SAMCO Securities warns that based on the study of past history of more than 1% gap-down open on the Nifty, a market bottom is yet to arrive.

Iran war correction a buying opportunity in Indian stocks: PhillipCapital

PhillipCapital says volatility from the Iran war could offer investors a chance to accumulate quality Indian stocks, while maintaining its Nifty target of 26,500-27,500 by March 2027

South Korea's Kospi bounces back after historic drop; CLSA turns cautious

In calendar year 2025, the index rose 75 per cent as investors rushed to buy into the artificial intelligence (AI) frenzy, helping post back-to-back records

West Asia war: Is it the biggest risk ever to crude oil supply?

A supply disruption even at the mid-range of volumes at risk-7 to 8 million b/d of crude and products-would be higher than the volume that was initially at risk when Russia invaded Ukraine

US-Iran war hit markets; Morgan Stanley sees Sensex at 107k: Here's why

According to Morgan Stanley, India's trailing 12-month performance has been among the weakest historically, even as valuations approach previous troughs

War jolts mid, small caps most; what's way ahead for investors?

Analysts said that mid and small cap stocks are currently absorbing the impact of a broad-based domestic and global sell-off

Iran-Israel conflict: UBS on where to invest in stocks, gold, silver, oil

UBS sees further upside for broad commodities in 2026, driven by primarily by metals, their analysts said in a recent note.

Technology mutual funds weather IT storm as diversification pays off

Active tech funds down only 5.8% in one year even as IT index plummets 17%

3 out of 5 Nifty 500 stocks below 200-DMA; buy for the long term: Analysts

A total of 333 stocks from the Nifty 500 index were seen trading below their respective 200-day moving averages in Monday's trade amid the US-Israel-Iran war triggered market fall.

Crude oil's epic fury: 300% jump! It's happened before; tracing the history

During the October 1973 Yom Kippur War, Arab OPEC members, led by Saudi Arabia, implemented an oil embargo against the US and other nations that supported Israel that led to oil rising 300 per cent.

GIFT City witnesses surge in fund commitments, investor base in Q3

Fund management at GIFT-IFSC accelerated in FY26 Q3, with higher commitments, rising investor participation and growing traction in newly launched retail schemes

Oil can flare 57% to $110/bbl in worst-case on Iran-US tensions: Analysts

On the flip side, a deal between the US and Iran coupled with the excess global supply/capacity could see limit the upside after a volatile phase, analysts said.

Cyclicals lift India's profit-to-GDP ratio to 5.3% post-Covid: ICICI Sec

Defensive sectors like IT and FMCG see market-cap share slip to 18 per cent as cyclical sectors like industrials and financials lead profit expansion

Financial modeling can serve as powerful business compass: Harini Dedhia

Financial modeling can act as powerful compass to ascertain the direction of a business for long-term investors. Therefore, it should not only be treated as tool to ascertain EPS

Equity SIP inflows see rare dip as volatility tests investor patience

Overall SIP tally sustains at ₹31,000 cr in January, thanks to spurt in inflows into ETFs, FoFs