Page 21 - Market Lens

Three reasons why Gold prices may hit ₹1.4-lakh mark sooner than you think

On the technical side, charts are crystal clear. Gold recently broke out of a bullish pole-and-flag pattern on the weekly time-frame, a setup that often precedes strong continuation rallies.

GST rate rejig above expectation, stocks price in most positives: Analysts

The breadth and depth of the new rate cuts, analysts at Bernstein said, especially in the fast-moving consumer goods (FMCG) categories saw rate reductions well beyond what they thought was possible

From FMCG to air conditioners: Sector-wise impact of GST reforms

FMCG, cement, agriculture and other sector companies will be in focus post GST refoms; check all details

Are markets overoptimistic on GST rate overhaul as council meet gets going?

Any disappointment on the rate front, analysts believe, could trigger a knee jerk correction fall in the stocks and sectors that have seen a good run in the last few weeks

JM Financial downgrades defence, industrials; turns bullish on consumption

JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26

HSBC flags 5 positives, 4 risks for Indian equities amid market uncertainty

Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness

Coming up in 2026: A tale of three IPOs to script a new story for India Inc

Three mega IPOs, from diverse businesses and historic relevance, could script a new story for India Inc

Cash turnover soft, derivatives volumes jump in Aug amid rising volatility

Equities turnover muted for 2nd month; F&O posts double-digit rise in August

Flows favour equities, returns chase gold and silver. Where to invest?

International silver prices could climb toward $50 per ounce, translating into a 20-25 per cent rise in MCX silver prices to around ₹1,50,000 per kg

India Inc's earnings depend on global growth; DII flows at risk: Nuvama

There is a risk to sustenance of DII flows itself as they lag-rather than lead-market movements. Weak one-year trailing returns could be a meaningful deterrent for domestic investors, the report said.

Tariff woes abate; GST reforms next growth leg: Emkay Global Financial

Emkay Global remains constructive on a consumption revival cascading from multiple fiscal and monetary stimuli

European bonds face volatility as Dutch pension reform nears €2 trn mark

The Dutch central bank warned earlier this year of a risk to financial stability, and the complexity of the underlying mechanics means it's hard to get a grasp on the extent of any disruption

August Slump: Over 2,300 stocks in red, market breadth hits six-month low

Both February and August were marked by sharp foreign portfolio investor outflows, cautious investor positioning, and sharper declines in broader market segments versus frontline indices

₹11.4 trillion and counting, DII buying streak continues for 25th month

₹94,829 cr August DII inflows second-highest after October 2024

Markets underestimating turn in growth cycle, says Morgan Stanley

The US-headquartered firm sees a compelling case for a re-rating, driven by India's increasing share in global output, stable fiscal and monetary frameworks

Options on a new clock: The day swap that could tilt the stock market

Expiry-day swing gives NSE a chance to reclaim lost territory from BSE

Stocks of domestic-facing firms lag despite tariff-related hedge calls

In August so far, gauges of FMCG stocks, realty, private and public sector banks have given muted returns, indicating mixed participation

How the number of distributors for a company impact its sales growth

In economics, the concept of a Laffer curve suggests that there is an optimal tax rate beyond which increasing the rate will not result in an increase in government revenue

Proposed GST rejig saved the day for Indian stock markets, says Chris Wood

Wood has removed the investment in Aditya Birla Real Estate in his India long-only equity portfolio and replaced it with an investment in Mahindra & Mahindra (M&M)

Tariffs cast long shadow on equities, Sensex slips to three-week low

With markets closed on Wednesday for Ganesh Chaturthi, the reaction came in Thursday's session