Page 26 - Market Lens

Has TACO trade in stocks run its course? Chris Wood of Jefferies decodes

From a market standpoint, Wood believes, it is just a matter of time before the negative impact of tariffs starts to show up in the macro-economic data

How rising market power is driving India Inc's post-pandemic profit boom

Market concentration in sectors like cement, steel, telecom and cars is now near all-time highs, fuelling corporate India's most profitable decade in recent history

Market cap drops, opportunities rise: What investors can't miss in 2025

The total average market capitalization for January-June 2025 stood at ₹425.5 lakh crore, the second-highest on record, but marked a 7.6% decline from the previous six-month period (July-December 2024

PL Capital bets on domestic sectors, sees 6.5% Nifty growth in 12 months

PL Capital expects pharma, banks, defence, and staples to outperform in the near term as domestic demand revives

QIP fundraising revives in June after a tepid first five months of 2025

₹14,000 crore raised as firms tap improved valuations, liquidity

Bernstein expects markets to consolidate; sees Nifty at 26,500 by 2025-end

As a strategy, they have moved utilities sector to equal weight. Financials, Telecom, small discretionary, remain their overweight sectors.

NRIs hold back on market bets amid tax knots and regulatory hurdles

Non-residents have tax deducted at source in India, along with potential taxation in their home countries

Deepak Shenoy's Capitalmind to launch Flexi Cap Fund: Who should invest?

Capitalmind Flexi Cap Fund will track the Nifty 500 TRI, which is also tracked by most of the other flexi-cap funds

BSE Smallcap index hits 6-month high, recovers 35% from April low

In the past month, the Smallcap index gained 3 per cent, as against a 1.5 per cent rise in Midcap and a 0.66 up move in Sensex

How to build a smart portfolio? Dhiraj Relli of HDFC Securities suggests

Selecting ETFs with high liquidity and low tracking error is essential to ensure efficient execution and minimised deviation from benchmark indices

NSE ranks fourth on the global IPO offering league table in H1-2025

The top three spots as regards offerings were occupied by the Nasdaq Global Market, NYSE and the Nasdaq Global Select Market that offered to raise $28.95 billion in H1-CY25

Indian equities out of re-rating potential; Emkay decodes what's next

Market outlook: According to Emkay Global Financial, surge in Nifty has pushed the valuations out of the 'attractive' territory and has left little room for further re-rating

With halved gains & shaky sentiment, IPOs struggle to attract retail, HNIs

Market watchers link the pullback to underwhelming listing-day performance and the lack of big-name IPOs

Sideshow to spotlight: FoFs weren't in the script, now they own the stage

₹15.6K cr floods in as tax reset, fund blitz, and asset bounce rewrite the playbook in Q1

Emerging market assets weighed down by Trump's blanket tariff threat

The MSCI index tracking developing-world currencies edged lower, with the South African rand and the Mexican peso leading the losses

Traders watch expiry day moves after Sebi ban on Jane Street Group

The benchmark NSE Nifty 50 Index opened little changed, with its biggest components - HDFC Bank Ltd., Reliance Industries Ltd. and ICICI Bank Ltd. - barely moving

F&O turnover declines 21% as market sees impact of Jane Street ban

F&O turnover on the National Stock Exchange drops 21% on the first expiry of Nifty weekly contracts since Jane Street's ban, with index options turnover seeing a significant decline

Equity cult in Bihar: State now has 10th highest investor base, shows data

This is the sharpest surge recorded across states during this period, and reflects a compound annual growth rate (CAGR) of 48.8 per cent

Market rally boosts stocks of loss-making companies on turnaround hopes

The rally comes amid a recovery phase in markets, with SMIDs climbing back toward their September 2024 highs

Demat accounts rise by 2.5 million in June, near 200 mn milestone

June also marked the second consecutive monthly increase after a steady decline from January to April