Page 3 - Market Lens

Equity MF flows drop to their lowest in four months on profit-taking

SIP inflows surge to a record high of Rs 29,529 crore; AUM nears Rs 80 trillion

India to be 3rd-largest economy by 2028; equities remain pricey: UBS

From a stock market perspective, however, UBS remains underweight on Indian equities as valuations in their view still look expensive relative to the ordinary fundamental performance of companies.

Time to start buying gold for the long term, suggest analysts

From a technical perspective, the first key technical support for gold, according to WGC, is seen around its medium-term 55-day average and initial Fibonacci retracement of the rise from the 2022 low

India market darling no more, trails global emerging market peers

Light FPI positioning seen as bullish sign as HSBC, Goldman turn overweight India

The IPO listing train keeps rolling: 2025 may be its biggest stop yet

Over ₹1.5 trillion raised, with major listings still queued down the track

MFs turn to covered call strategy to squeeze out gains in flat market

Restricted in 2010, the regulator allowed writing options under covered calls in 2019

Explained: Will the global selling in AI stocks hit Indian stock markets?

The recent correction in AI-related stocks may not suggest the end of the tech boom, but it may signal a shift toward more cautious investing, according to analysts

DIIs extend lead over FPIs as ownership hits record high in September

Domestic institutional investors' ownership in NSE-listed firms climbed to 18.26% in September 2025, while FPIs' holdings dropped to a 13-year low of 16.71%, Prime Database said

PTC Ind, RIL among 5 Indian stocks in Goldman Sachs' APAC conviction list

Among sectors, their biggest 'conviction' as regards India is on the defence sector, where Goldman Sachs believes PTC Industries is scores over its peers

MSCI Nov rejig: Fortis Healthcare, Paytm among 4 entrants in Standard Index

Fortis Healthcare and GE Vernova have rallied 41 per cent and 51 per cent, respectively, compared to an 8.2 per cent advance in the Nifty50

Sensex can hit 100,000 by June 2026; market correction over: Morgan Stanley

The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance

At ₹506 trillion, derivatives turnover hit 12-month high in October

BSE's futures and options ADTV rose 33% month-on-month against NSE's 5.6%

Nifty to hit 54000 by 2030? Anand Rathi thinks it's possible, lists reasons

Nifty50 outlook: Analysts expect this momentum to sustain as India continues to chart its growth path through structural reforms, strong consumption trends, and improving corporate profitability.

Motilal Oswal raises Nifty EPS, expects steady earnings momentum ahead

Earnings for the 151 MOFSL Universe companies rose 14 per cent year-on-year (Y-o-Y), above the brokerage's 9 per cent estimate.

Leaner Bank Nifty on Sebi's new menu: A big-bank diet feeds a $1.5 bn churn

Sebi's weight-watching exercise caps HDFC and ICICI at 20%; smaller lenders get a larger slice

After August gasp, market draws its deepest breath in four months

October's ADR hit 1.08 - its highest since June - as easing outflows let rally catch new air

Indian equities' decade-long outperformance with emerging market narrows

After a decade of outperformance, Indian equities have entered a consolidation phase with peers such as China and Taiwan regaining momentum, says Motilal Oswal

Sebi's cost-cap plan threatens to erode mutual fund, broker earnings

Shares of these, along with wealth and MF distribution stocks, slump up to 8%

UBS finds emerging markets attractive; India among preferred bets

Improving global and domestic liquidity, persistent underweight positioning by global investors, and a renewed search for geographical diversification further underpin UBS' positive outlook on India

Multi-asset funds take divergent paths on gold, silver allocation

Half of the top 10 schemes pare exposure, others raise their bets