Page 2 - Market Lens

DIIs raised stake in these 34 stocks for 8 consecutive quarters; full list

Domestic Institutional Investors have increased stake in 34 Nifty 500 stocks such as - Adani Power, Paytm and Eternal among others - quarter-after-quarter after March 2024, shows shareholding data.

Passive equity inflows hit three-month low in May amid market volatility

Net inflows into index funds and ETFs fell sharply in May, mirroring weakness in active equity schemes amid volatile market conditions

Wide variance: Passive value funds outpace active peers in last 3 years

Value-oriented indices delivered annualised returns of nearly 30 per cent over three years, while active value funds generated about half that return

Should you sell in the market rally today? What analysts suggest

While the global setup has turned positive, analysts suggest investors remain watchful of profit booking at higher levels after the recent volatility.

Indian markets love FIFA World Cup, shows data. Will 2026 be different?

The only exception has been 1998 (CY98) when the BSE Sensex slipped 16.5 per cent as market sentiment was dented due to Pokhran nuclear tests in May and the ensuing economic and trade sanctions.

Asian shares decline after another AI-led sell-off drags Wall Street lower

Shares are mostly lower in Asia following another sell-off of artificial-intelligence stocks that dragged the US market sharply lower. US futures advanced and oil prices gained more than USD 1 a barrel. Tokyo's Nikkei lost 0.5 per cent to 63,878.60, while the Kospi in South Korea was also down 0.2 per cent, at 7,720.75. Hong Kong's Hang Seng edged 0.2 per cent higher, to 24,468.82, but the Shanghai Composite index fell 0.2 per cent to 3,983.80. In Australia, the S&P/ASX 200 likewise shed 0.2 per cent to 8,632.50. Taiwan's Taiex slipped 0.4 per cent. On Wednesday, Wall Street's former superstars continue to face heavy scrutiny. The S&P 500 dropped 1.6 per cent for its first back-to-back drop in three weeks. Closing at 7,266.99, it's back to where it was in early May. The Dow Jones Industrial Average tumbled 953 points, or 1.9 per cent, to 49,918.78. The Nasdaq composite led the market lower with a 2 per cent slide, to 25,169.50. Wall Street has been shaky since last week, when

SpaceX IPO frenzy: Can Indian investors tap $75-bn blockbuster offering?

At the proposed offer price, the space exploration company could command a valuation of nearly $1.75 trillion

First time in 26 years, India Inc out of MSCI EM top 10 as AI stocks surge

AI giants dominate, evoke concentration risk concerns

Retail holding tops FIIs in 118 Nifty 500 stocks since March 2024; who won?

In last two financial years, retail investors increased holding in 118 Nifty 500 stocks where FIIs cut stake; of these 65 stocks trade below March 2024 levels amid tepid market mood, shows data.

Cash market turnover at 22-month high in May; derivatives volumes subdued

Cash market turnover hit a 22-month high in May, driven by strong mid- and small-cap participation, while derivatives volumes stayed muted amid regulatory curbs

RBI eyes rupee management via FII tax relief on govt. securities: Analysts

FIIs are subjected to a 12.5 per cent LTCG on listed shares and bonds held for over 12-months, and a 20 per cent withholding tax on interest from government bonds

Global companies exploit India's IPO boom to take profits back home

Sky-high Indian valuations are prompting foreign firms to use IPOs for partial exits and profit repatriation, with many preferring cashing out investments over raising fresh capital for expansion

Which sectors are expensive & which are cheap? PL Capital's valuation guide

PL Capital says defence, power and capital goods stocks remain richly valued, while IT, retail, hotels and real estate trade below historical averages

FIIs up short bets in Nifty futures amid Tuesday's pullback, shows F&O data

FIIs have now net sold 83,828 contracts of Nifty futures in the last five trading sessions, the highest in back-to-back days in over 11 months.

Nomura raises March 2027 Nifty target to 25,900 on earnings strength

High oil prices and geopolitical risks remain key concerns, says brokerage

FIIs build aggressive Nifty shorts; sell 76k Lots in 4 trading days

Amid the ₹14,261.41 crore sell-off, Sudeep Shah of SBI Securities believes that FIIs build-up short positions in index futures over the last three sessions, indicating increasing bearish bets.

Earnings downgrades to pick up; market rally to be short-lived: Bernstein

Against this backdrop, Bernstein has trimmed exposure to consumption-downgrading staples and autos to Underweight given inflation headwinds, limited policy support.

Markets dip again in May amid persistent uncertainty over West Asia war

Indian markets slipped in May as Iran-related uncertainty, elevated oil prices and continued FPI outflows dampened investor sentiment

Retail investors double down on equities amid West Asia conflict

In April alone, they snapped up shares worth ₹19,664 cr, recording their biggest buy since Oct '24

29 deals, over $40 billion: Demergers in India hit 10-year high in 2025

Indian firms are increasingly opting for demergers as investors reward focused businesses and simpler corporate structures