Page 22 - Market Lens

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

HDFC Bank emerges as top choice for global EM funds with record ownership

Copley Fund Research finds HDFC Bank held by 71% of EM funds, making it the most critical emerging-market bank globally, with allocations surging post-HDFC merger

Bye, Thursday Nifty expiry! New NSE derivatives expiry start next Tuesday

The swap in the expiry dates comes amid the market regulator Securities and Exchange Board of India's (Sebi) aim to reduce retail participation in the space

Why are FPIs selling? Zero net inflows persist despite geopolitical risks

Many investors have lost faith in the EM asset class, cut exposure, and India has been a funding source, given its relative outperformance

AIF commitments surge past ₹14 trn; funds raised, deployment exceed ₹5 trn

Commitments to AIFs rose 20% year-on-year to Rs 14.2 trillion as of June 2025, with funds raised at Rs 6 trillion and investments made at Rs 5.72 trillion

Sponsor banks boost MF flows as SBI, HDFC Bank, ICICI Bank add heft

Bank-sponsored fund houses led by SBI, HDFC, and ICICI drove MF inflows in FY25, aided by their vast customer base and distribution networks

DIIs pump record ₹7.1 trillion into equities, offsetting heavy FPI outflows

Domestic institutional investors, led by mutual funds, have invested Rs 7.1 trillion in equities over the past year, cushioning markets from persistent FPI selling

India exchange-traded funds miss their cue as iShares steps offstage

Indian markets are facing their sharpest wave of redemptions in eight months, even as Chinese equities attract fresh inflows

India-focused funds log steepest outflows in 2025, $1.8 bn in past 4 weeks

India funds logged $1.8 bn outflows in four weeks, the sharpest in 8 months, as global investors reallocated to China, Hong Kong and South Korea amid shifting EM flows

The jolt that broke the silence: NFOs lift MF investor count in July

700,000 investors floor the pedal in July, snapping a six-month lull

Financials and IT stocks see highest FPI selling in August, shows data

Overall, FPIs turned net sellers to the tune of ₹20,976 crore over the past two weeks

Foreign investors slash India allocations in July, shift to China & Korea

Most emerging market funds are underweight on India, according to Nomura

Sebi acts against 'top finfluencer' doling out stock bets as education

Sebi has launched a search operation on a leading financial influencer in Mumbai for doling out stock recommendations without registration under the guise of investor education

Once on top, Mauritius no longer key source of non-resident MF investments

Domiciled vehicles lose traction as route for investments into Indian mutual funds

Q1 results show early recovery signs; 18% of India Inc see earnings upgrade

Elara Capital trimmed its FY26 Nifty EPS estimate by 1 per cent to ₹1,165, while projecting a 15 per cent rise to ₹1,335 in FY27

Retail investors cling to risky mutual funds even as HNIs pare exposure

In the September 2024-June 2025 period, while retail investors continued with their high-risk bets, HNI portfolios veered towards safer options in the MF space

FPI AUC in India hit by ₹2 trillion IT slump; financials cushion impact

The Nifty IT index has fallen by 19.8 per cent so far this year, the worst among key sectors. During the same period, Nifty has risen by 5.5 per cent

Will GST reform, S&P Global upgrade bring FIIs back to Indian stock market?

Thus far in calendar year 2025 (CY25), foreign institutional investors have dumped Indian equities worth Rs 1.17 trillion, shows NSDL data

Sebi's index norm relaxation to ease $1 bn sell-off risk for HDFC, ICICI

Sebi's proposed relaxation of index realignment norms could reduce potential $1 billion sell-off risk for HDFC and ICICI Bank, which are heavily weighted in the Nifty Bank index

SME IPOs regain momentum after three-month lull, raise ₹3,131 crore

Experts attribute it to buoyant market sentiment and pursuit of better listing gains among investors