Page 4 - Market Lens

Zerodha, Angel One, Upstox lead fall in active investors amid volatility

Retail trading activity cools as volatility and weak returns shrink NSE's active client base, with discount brokers seeing the sharpest decline

Q4FY26 earnings: Navigating geopolitical headwinds amid a modest recovery

India Inc Q4FY26 earnings seen modest amid West Asia conflict. IT, autos lead growth while pharma, utilities lag. Key triggers and FY27 outlook decoded

Domestic mutual funds buy banking stocks as FPIs exit in March selloff

Domestic mutual funds invested heavily in banking stocks in March, offsetting record foreign outflows as market sentiment weakened amid global geopolitical tensions

Margin trading facility books shrink again as risk appetite cools

Margin trading facility books declined for second straight month in March as heightened volatility and global uncertainties led investors to cut leveraged exposure despite steady cash market activity

Flexicap funds take lead in FY26 as midcap, smallcap inflows cool

Flexicap funds top FY26 inflows as investors shift from mid- and smallcaps to diversified and multi-asset strategies amid market volatility

US - Iran ceasefire & markets: How brokerages interpret the developments

Here's how leading brokerages have interpreted the recent developments in West Asia and their likely impact on stock markets and crude oil prices.

Asian stocks rally, set for best week since 2022 ahead of US-Iran talks

MSCI's broadest index of Asia-Pacific shares outside Japan added 0.9 per cent to put it up 7.3 per cent for the week, the most since November 2022

Chris Wood thinks Karachi-listed stocks can be a good trading bet; here's why

Karachi Stock Exchange (KSE 100)-listed stocks can be a good trading bet, according to Christopher Wood, global head of equity strategy at Jefferies, especially around the IMF bailout periods.

BofA sees opportunity in battered bank stocks, flags IT underperformance

Nifty Bank index has fallen 8 per cent since the start of the Iran war at the end of February, underperforming the benchmark Nifty 50, which is down 4.7 per cent over the same period

Stock market outlook: Why analysts say this isn't 'buy on dips' market yet

Indian markets have rebounded in April, with Nifty50 rising nearly 3 per cent this month. Analysts, however, say sentiment remains cautious. Here's why it's not yet a broad-based buy-on-dips phase

Markets set on favourable FY27 base; Iran war ceasefire key trigger: MOFSL

India's valuation premium over emerging markets, according to MOFSL, has narrowed to 27 per cent, well below the 10-year average of 73 per cent

Precious metals: 3 factors to shape the course of gold, silver prices

With the geopolitical premium fading, analysts believe the next trend will hinge on three factors: the US dollar and bond yields, geopolitical developments, and demand dynamics

Global gold holdings merely 3% of $320tn in global financial assets: WGC

The total above ground stock of gold is large in both physical and financial terms: almost 220,000 tonnes of gold have been mined ever, WGC estimates, valued at nearly $31 trillion at the end of 2025.

Asian markets rise as Iran war, oil prices keep investors on edge

Asian markets that were open for trading mostly rose Monday, as investors continued to closely watch the war in Iran, soaring oil prices and what President Donald Trump might say next. Japan's benchmark Nikkei 225 rose nearly 1.1 per cent to 53,692.42 in morning trading. South Korea's Kospi gained 1.5 per cent to 5,460.24. Trading was closed in Australia for Easter, and in Hong Kong and Shanghai for a traditional Chinese holiday. The Tuesday deadline Trump has given for Iran to open the Strait of Hormuz is looming. Some analyst fear the war may escalate after that. Over the weekend Trump made more threats against Iran, even as the bombing continued in the region. The United States rescued two aviators whose fighter jet was shot down by Iran. The key market focus continues to be on oil prices. Benchmark US crude gained 38 cents to USD 111.92 a barrel. Brent crude, the international standard, added USD 1.71 to USD 110.74 a barrel. Energy markets were closed Friday, but the prices ha

Bank stocks' $95 billion rout may deepen as risks mount amid Iran war

Global investors withdrew a record ₹32,700 crore from the shares of financial services companies in the first two weeks of March, according to National Securities Depository data

Market playbook under strain amid West Asia war; downside seen limited

The median fall across key global events since 2003-including the Lebanon War, the Russia-Ukraine conflict, and the Israel-Hamas war-stands at around 7 per cent

Cash market turnover dipped, F&O growth remained sluggish in FY26

Higher STT, RBI rule tightening may continue to weigh on volumes this fiscal; higher STT seen further boosting options trading

From certainty to ambiguity: How market analysts interpret Trump's statement

One of the most important factors that will determine market's trajectory in the weeks ahead, according to analysts, remains crude oil prices.

Will FY27 be a year of fixed deposits as West Asia war dents stock returns?

Data shows that FDs beat stock market returns in FY26. Analysts, however, expect equities to outperform most asset classes in FY27 despite the ongoing geopolitical conflict in West Asia.

Indian stock markets only loser among EMs in FY26: What lies ahead?

Going ahead, analysts believe the probability of another year of relative underperformance remains high, unless earnings improve meaningfully, crude stabilises, and foreign flows return