Page 25 - Market Lens

BSE500 stocks at new highs: Amber, Chalet Hotels, 6 others; details here

Bosch, Radico Khaitan, Maharashtra Scooters and Schneider Electric Infrastructure from the BSE500 index hit their respective new highs in an otherwise subdued market.

Western India no longer biggest destination for equity fundraising

South and North gain ground, with their share going up to 20-30% from 13-14% in March 2019

FPIs selling in F&O hits 2-year high; but rollovers hint at optimism ahead

Foreign investors net sold ₹14,452 crore, and ₹25,831 crore in stock & index futures, respectively in July; however, F&O rollovers hint at likely optimism going ahead.

Goldman Sachs, Bernstein, Nomura: Brokerages decode Trump India tariffs

Export-oriented stocks, analysts said, can underperform in the near-term. Investor sentiment till trade talks turn positive from here is expected to remain cautious, they suggest

RIL, BPCL lead market sell-off; here's why Oil & Gas stocks are falling

Mukesh Ambani-led Reliance Industries, India's largest company by market capitalisation, dropped 2 per cent, contributing significantly to the sector's weakness

SBI leads $9.2 bn QIP spree as firms tap market rally to raise funds

About 40 Indian firms, led by banks, announced plans in July to raise more than ₹80,000 crore ($9.2 billion) via qualified institutional placements

Mid, smallcap indices can dip up to 9% from here; analysts turn cautious

Historically, the combination of narrowing earnings differential, high valuations and prolonged outperformance, Nuvama said, has led to a large period of underperformance for SMIDs (2018-19)

India's foreign equity listings went cold after 2018, shows data

Debt issuances and convertibles keep flowing as equity stalls

Why PMS' need to be viewed differently from investing in a mutual fund

Investing in PMS should be looked at as a test series. You can judge consistency on an ongoing basis but the outcome is drawn out as per the stated objective of the fund

LIC portfolio sees Rs 46,000 crore dent in July; RIL biggest value drag

Meanwhile, four IT companies combined - TCS, Infosys, HCL Technologies and Tech Mahindra - have made a dent of ₹15,321 crore in LIC's portfolio thus far in July

Gold may remain in consolidation phase amid global trade talks: Analysts

Gold prices are expected to witness further consolidation in the coming week as investors brace for a slew of events, ranging from central bank meetings, including the US Federal Open Market Committee (FOMC) meeting's outcome, to global trade negotiations, analysts said. Traders will also closely watch macroeconomic data, including Personal Consumption Expenditures (PCE) inflation numbers, employment data from the US, manufacturing PMI numbers from across regions and developments related to the August 1 trade deal deadline. August 1 marks the end of the suspension period of Trump tariffs imposed on dozens of countries, including India. Pranav Mer, Vice President, EBG - Commodity & Currency Research, JM Financial Services, said, "Gold prices may see some consolidation in the week ahead as the focus will be on the outcome of trade negotiations between the US-Euro zone and the US-China along the policy meeting of the US Federal Reserve and Bank of Japan, both of them expected to keep

The Revenge of Badla: How early 2000s market shifts fuel Jane Street case

The Badla system was a hybrid cash & futures trading product. It was offered on the BSE, and had been an age-old system for trading on margin

NSE investor base rises 4 times amid IPO hopes and market anticipation

Exchange's public shareholder numbers surged to 157,000 in Jun

6 factors that will impact India Inc's earnings in the quarters ahead

A significant drag comes from the private banking sector, which is expected to report its second consecutive quarter of declining earnings since March 2020

India relatively safe amid trade uncertainty; remain overweight: JP Morgan

Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance

Paytm, DreamFolks: 6 IPOs down over 50% from issue prices; what went wrong?

Individually, AGS Transact Technologies has been the worst performing IPO in the last five years, with the stock trading at a mammoth 97% discount to its issue price.

Rich or resilient? Market valuation debate heats up amid Q1FY26 results

The outlook for global equities in 2025-26 remains uncertain, with Anand Rathi noting that sentiment around Indian equities is even more cautious

Sebi proposal to allow AMCs to manage family office funds sparks debate

Sebi's plan to let AMCs manage non-broad-based pooled funds without PMS licences has sparked debate over regulatory parity, competitive fairness, and market safeguards

BSE Midcap index in focus: L&T Fin, UPL at 52-week high, see stock strategy

At 01:37 PM, BSE Midcap index, the top gainer among broader indices, was up 0.55 per cent, as compared to 0.38 per cent rise in the BSE Sensex and 0.09 per cent gain in the BSE Smallcap index.

Q1 early-bird results: Revenue, profit performance worst in 16 quarters

Q1 results indicator: One-time gains boost overall income