Page 2 - Market Lens

BJP's West Bengal win: L&T, Bandhan Bank among others may gain, say experts

The BJP's victory in West Bengal, wrote analysts at Nomura in a note, could lead to expectations of improved governance, ease of doing business and enhanced infrastructure spending.

52 of 112 FY26 IPOs below issue price; analysts advise selective buying

Stocks such as Anlon Healthcare, Jaro Institute, VMS TMT, Shree Ram Twistex and Glottis are down in the range of 50 to 80 per cent, as per data shared by PRIME Database.

BJP win may revive corporate interest in WB; realty may see achhe din: Analysts

A BJP win in West Bengal, said G Chokkalingam, founder and head of research at Equinomics, could see economic growth-related initiatives. More corporate capital, he said could find its way into WB.

Oil above $100, Iran war drags: Should investors 'Sell in May' or stay put?

Is "Sell in May" relevant for India? Analysts say no as earnings strength, valuations, and April's rally support staying invested despite high crude oil prices and Iran war risks

BSE Small, Midcap indices set to post best monthly rally in 12 years

Among 1,262 stocks from the BSE Smallcap index, over half, or 734 stocks, outperformed in April by recording more than 20 per cent return, data shows.

Gut triumphs data in spotting multibaggers, says Harini Dedhia of Tamohra

While that may be the case for some, investing outside of the large-cap universe, or rather companies that haven't hit maturity, is more guided by intuition or feeling rather than by calculations

West Asia war impact managed well, but some concerns remain: Madan Sabnavis

More importantly, the inflation has been kept under control as of now with the government absorbing a large part of the crude oil cost increase.

Iran war completes 2 months: Nifty targets cut amid oil, inflation risks

Brokerages have cut Nifty targets by around 4% per cent since February 28 as Iran war keeps oil prices high, raising inflation, GDP, and earnings concerns for Indian stock markets

West Asia war: Dollar strength took sheen off gold, silver's safe haven image

Liquidity dynamics have also played a role. In volatile markets, investors often sell gold and silver to raise cash or meet margin calls, creating temporary downward pressure on precious metals.

Two months of West Asia war: Analysts see smallcap's outperformance continuing

From their February 27, 2026, level, the Nifty Smallcap 100 index rallied 6.5 per cent, while the Nifty Midcap 100 index gained 2.2 per cent. In comparison, the Nifty 50 and BSE Sensex are still down.

Analysts trim India Inc's FY27 earnings forecast amid West Asia war

JP Morgan has revised down its FY27 earnings estimates by 2-10 per cent on a weighted-average basis over the last few weeks across sectors such as Consumer, Auto, Financials and OMCs

At 1,307, preferential equity listing hits record high in FY26, shows data

Preferential equity listings hit a 25-year high in FY26 as companies tapped faster, targeted fundraising routes amid market volatility and capital needs

Small-caps likely to outperform over 12 - 18 months: Jyotivardhan Jaipuria

Small-caps, according to Jaipuria, are a classic "buy pessimism, sell euphoria" trade, he said.

Markets unprepared for a steep petrol, diesel price hike: Analysts

On its part, the government has denied reports of hiking petrol and diesel prices despite the surge in crude oil in the backdrop of the conflict in West Asia.

Largecaps or broader market: Flexicap funds split over allocation

Flexicap funds are split on allocation strategies, with some increasing large-cap exposure while others favour mid- and small-cap stocks based on evolving opportunities

'Game of patience': MF investors eye bull mkt despite nil returns for 2 yrs

MF investors see zero returns but SIP inflows remain strong. Analysts say patience may be tested, even as bull market hopes build

Zerodha, Angel One, Upstox lead fall in active investors amid volatility

Retail trading activity cools as volatility and weak returns shrink NSE's active client base, with discount brokers seeing the sharpest decline

Q4FY26 earnings: Navigating geopolitical headwinds amid a modest recovery

India Inc Q4FY26 earnings seen modest amid West Asia conflict. IT, autos lead growth while pharma, utilities lag. Key triggers and FY27 outlook decoded

Domestic mutual funds buy banking stocks as FPIs exit in March selloff

Domestic mutual funds invested heavily in banking stocks in March, offsetting record foreign outflows as market sentiment weakened amid global geopolitical tensions

Margin trading facility books shrink again as risk appetite cools

Margin trading facility books declined for second straight month in March as heightened volatility and global uncertainties led investors to cut leveraged exposure despite steady cash market activity