Page 23 - Market Lens

DIY investors lose edge in direct mutual fund market, shows data

Guided assets grow faster than self-managed ones

Low savings account interest rates fuel a rush to liquid mutual funds

Net new account openings swell to 220,000 in 2025

GST reforms: How and where to invest in the stock market? Analysts decode

At the bourses, the consumption-driven theme has played out well thus far in FY26 with the Nifty India Consumption index rising nearly 11 per cent as compared to around 5 per cent rise in Nifty 50

Midcap carousel readies for September reshuffle spin in Nifty 150

Fresh entrants like Swiggy and Dabur step in as others exit, setting ₹1,800 crore in trades in motion

Of winners and walkaways: Insurers roll the dice on SBI, Eternal, and One97

Front-runners lock in ₹2,000 crore while weaker holdings fold early

Morgan Stanley warns of NBFC earnings cuts, urges selective approach

Morgan Stanley sees more FY26 earnings downgrades for NBFCs and advises investors to focus on stocks with strong fundamentals and valuation safety amid sector volatility

State Bank of India led MF buys in July with ₹10,000 crore QIP bet

Fund managers acquired SBI shares worth ₹10,200 crore last month, making the lender their biggest buy in July

Research analysts fail to keep pace with swelling stock investor base

There's only one RA per 73,000 investors now, as against one per 44,000 before pandemic

Pre-IPO deals moderate after peaking in 2023 amid buoyant primary markets

Pre-IPO deals have fallen as companies avoid dilution, with narrowing price gaps and robust IPO demand prompting issuers to skip placements and seek higher valuations

With 3 mn new entries, demat a/cs see biggest spike in July since Dec

With seamless onboarding and the continued allure of equities fuelling demand, July's additions pushed the nationwide demat count beyond 200 million

Jio BlackRock debut powers record July inflows in mutual fund NFOs

Debt schemes and new launches push July NFO collections to an all-time high

Indian Reits distribute Rs 1,559 cr in Q1 FY26, post 13% Y-o-Y growth

Brookfield, Embassy, Mindspace and Nexus Reits paid over 270,000 unitholders in Q1 FY26, with cumulative payouts crossing Rs 24,300 crore since inception

MF roster swells to 50: 8 licences issued in 2 years, 8 more await Sebi nod

This phase has also been marked by growing adoption of systematic investment plans for MF investing, ensuring a consistent flow of investments into the industry

Donald Trump tariff woes keep rupee near record low despite weak dollar

Higher tariffs threaten India's export earnings, curbing forex inflows and thus boosting dollar demand in the local market

Record equity inflows in July push mutual funds' AUM beyond ₹75 trn

Equity mutual funds logged record monthly inflows in July on strong SIPs and NFOs, pushing industry AUM past Rs 75 trillion for the first time despite market volatility

DIIs pip FIIs in Indian stocks ownership, like BFSI: Motilal Oswal

DIIs - which include mutual funds, insurance companies, and pension funds -- poured $19.7 billion into Indian stocks last quarter, far ahead of the $5.4 billion invested by FIIs.

The silent reflex: In market quakes, mutual funds are the fault dampers

Steady capital flows prevent ruptures on volatile fault lines

India faces capital cold snap in largest fund retreat since January

EMs synchronised in capital flight as tariff storm clouds darken

FPIs pull nearly ₹18,000 crore from equities in August amid trade tensions

Foreign investors have pulled out nearly Rs 18,000 crore from Indian equities so far this month, weighed down by escalating US-India trade tensions, disappointing first-quarter corporate earnings, and a weakening Indian rupee. With this, the total outflow by Foreign Portfolio Investors (FPIs) in equities has reached Rs 1.13 lakh crore so far in 2025, according to data from the depositories. Going forward, FPI sentiment is expected to remain "fragile and in risk-off mode," with tariffs and trade negotiations emerging as key factors to watch out for in the coming week, according to Vaqarjaved Khan, CFA, Senior Fundamental Analyst at Angel One. The data showed that FPIs withdrew a net sum of Rs 17,924 crore from equities in this month (till August 8). Foreign investors had pulled out Rs 17,741 crore on a net basis in July. Before that, FPIs invested Rs 38,673 crore in the preceding three months from March to June. The latest outflows were primarily due to escalating US-India trade ...

Losing interest: The curious case of absent shareholders at company AGMs

Companies see turnout at AGMs decline despite post-pandemic surge in shareholder numbers