Page 2 - Market Lens

Sensex set to post negative return after 6 fiscal years; midcaps outperform

Earlier in FY20, the benchmark Sensex tanked 23.8 per cent due to the outbreak of the Covid-19 pandemic, while the Nifty 50 crashed 26.03 per cent.

Stocks, real estate, bonds, gold, silver, oil: Where to invest in FY27?

Here's how leading analysts expect FY27 to play out for different asset classes and suggest an ideal investing strategy.

Changing math: Earnings downgrades likely to overshadow valuation allure

Nifty at 17x may look attractive, but earnings downgrades cloud returns as Goldman Sachs cuts India outlook amid rising macro risks

Foreign investors rethink India bet: BNP Paribas flags 4 risks for markets

FIIs have turned cautious on Indian equities, selling ₹1.07 trillion amid Iran war risks. BNP Paribas flags oil, inflation, CAD and earnings concerns.

Markets betting on TACO moment in West Asia conflict, says Chris Wood

After a five-day pause until Friday, US President Donald Trump announced that he is delaying planned strikes on Iran's power plants at Tehran's request, signaling a temporary easing of tensions

From crude to currency: Key triggers that could influence markets in FY27

Foreign outflows, the West Asia conflict, rupee depreciation, uncertainty around US tariffs, and elevated valuations were among the key factors that influenced investor sentiment

Will FII selling persist in FY27? Analysts see modest flows returning in H2

Analysts expect FIIs to stay cautious on Indian equities in H1FY27 as global risks weigh. They, however, see flows returning in H2FY27. Strong DII inflows could also support Indian markets.

Options boom to face STT hike test from April 1; analysts weigh impact

The recent move on the STT hike is not the first such intervention to discourage retail participation in the derivatives segment.

Sensex zooms 1,500 points on ceasefire hope: Should you sell the rally?

Analysts believe a lot now depends on what Trump does after the 5-day ceasefire and how crude oil prices, bond yields play out.

Nifty50 valuations ease amid oil surge, geopolitical jitters: JM Financial

Despite global headwinds, consumption trends held up, banking and household financial activity remained steady

US halts Iran strikes: Nifty set to rally; Emkay picks stocks to buy now

Equity markets are set to rebound today as US has decided to halt Iran strikes. GIFT Nifty is up over 350 points. Emkay Global expects OMCs, banks, autos, NBFCs, L&T too see a strong rally.

Market crash: Breadth 7:1 in favour of falling stocks as bears tighten grip

The downward movement in the market was reflected in market breadth, as the BSE advance-decline ratio stood at 1:6.6, meaning only one stock gained for every seven weak counters

HDFC Bank, ICICI Bank, Bajaj Fin among 13 Nifty 50 stocks hit 52-week lows

A total of 100 stocks from the Nifty 500 index registered new 52-week lows on Monday as selling intensified amid escalating geopolitical tensions.

Buffett Indicator vs Nifty P/E: Analysts warn risk against mid, smallcaps

While the Buffett Indicator signals froth, Nifty P/E shows large caps are stable. The real risk, analysts said, lies in mid & small caps, where valuations remain stretched.

Top 10 AMCs lose ground even as the leading five stay steady, shows data

While India's mutual fund industry expands rapidly, the top 10 AMCs are losing share to new entrants, even as bank-backed giants continue to dominate the top tier

Evaluate hiking equity exposure over the next few weeks: Prashant Jain

The prevailing valuations of Nifty of 17.5x one-year forward earnings are reasonable and have room for some rerating apart from returns driven by nearly 12 per cent earnings CAGR over the medium-term.

FPIs sell financial services and auto stocks most in first half of March

FPIs dump financial, auto and telecom stocks amid rising oil prices and geopolitical tensions, signalling a shift to risk-off sentiment in Indian markets

HDFC Bank share price crash: These mutual funds may see the biggest hit

HDFC Bank share price plunged 8.6 per cent intraday, hitting a 52-week low. Here's how the fall impacts mutual funds, top MFs with highest exposure, and which funds increased or cut exposure in Q3FY26

Iran war, oil shock: What US Fed's move means for equities, bonds, gold?

Fed signals 'higher for longer' rates. Analysts decode how investors can navigate equities, bonds, and gold amid inflation risks and market volatility due to Iran war

Time to buy? Harini Dedhia decodes gap between stock prices & actual value

If you are an investor who believes that buying equity is being a part-owner in a business, this fall in prices demands that you look beyond the prevailing narrative