Page 5 - Market Lens

PL Capital sees Nifty at 28,781 in 1 yr; banks, auto, defence to lead rally

Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.

Record-setting 2025: Gold, S&P 500 on a tear; Nifty sits on the sidelines

In 2025 so far, Nifty and Sensex have risen by nearly 7 per cent, while gold and silver have rallied 53.09 per cent and 74.65 per cent, respectively

Nuvama stays cautious on Indian equities; downgrades banks, upgrades IT

Nuvama expects the earnings downgrade cycle to persist as export weakness and slower government spending offset tailwinds from Goods and Services Tax (GST) cuts

Time to book profit in gold, silver after 61% jump in the last one year?

Apurva Sheth, head of market perspectives and research at SAMCO Securities believes that the recent buying frenzy in both gold and silver has been led by FOMO - buying out of fear of missing out

Smaller servings, smaller risks: The Street's trading volume crash diet

A market bloated on F&O speculation has slimmed under Sebi watch - 20% leaner

Edelweiss Mid Cap Fund: Mining growth from market's often-overlooked middle

Patient, data-driven selection uncovers midcap opportunities that quietly outpace benchmarks while managing risk

India holds 34,600 tonnes of gold, 3.1x the value of current equity holding

This holding is nearly 88.8 per cent of India's gross domestic product (GDP), the note said; and at the current market value is about 3.1x times the current equity stock holding with Indian households

Silver ETFs trade at steep premiums amid physical supply shortage

Kotak MF halts lump sum, switch-in subscriptions in Kotak Silver ETF Fund of Fund

India sees fourth largest fund raise globally via IPOs in 2025

Of the 161 IPOs that have listed so far over the last 21 months have delivered an average of 22 per cent listing gains, Bernstein said, with over 53 per cent of these having given double-digit gains

FPIs trim exposure to healthcare, IT sectors amid US policy shifts

Trend could act as 'safety valve' for Indian market and prevent excessive valuation, says one analyst

Ongoing IPO in 2025 rush limits material market upside: Bernstein

In the last few days, WeWork India, Tata Capital, and LG Electronics India, launched their public issues and aim to collectively raise over Rs 30,000 crore

Equity investors shift focus from export sectors amid US trade hurdles

Weighting of domestic demand-driven sectors surges; 'sunrise' stocks leap ahead

Uptrend meets unease: Bulls advance, but only a slim herd corrals market

ADR ticks above 1, yet most stocks trail the charge

Reits keep lights on for India's office leasing as market flickers

Targeted tenant take-up and portfolio moves spotlight spaces peers leave dark

Gold vs Silver: Where to invest, how much and price targets?

In CY25, spot gold prices in dollar terms rallied 47.3 per cent, while spot silver has surged 62 per cent, outperforming major asset classes

How much gold does the RBI hold in its vaults? Here's a sneak peak

Central banks, WGC said, added a net 15 tonnes to global gold reserves in August, based on reported data from both the IMF and respective central banks.

EM index notches longest monthly winning streak in over two decades

The MSCI EM index rose 7 per cent in September, its ninth monthly gain in a row, driven by China's equities, while India trailed with modest returns and foreign outflows

Banking stocks lift Sensex 716 pts, Nifty 225 as markets snap losing run

Indian equity benchmarks ended higher on RBI's policy measures to spur credit flow, with banking stocks leading gains that helped markets break an eight-day losing streak

FPIs yanked out ₹1.45 trillion from oil, IT, auto over past 12 months

Overseas investors have sold oil & gas stocks worth ₹57,207 crore, IT stocks worth ₹53,352 crore, and auto stocks worth ₹35,292 crore, totalling ₹1.45 trillion or 80 per cent of the net selling

Gold, silver log record gains in H1 FY26 amid US economic uncertainties

Silver physical demand is robust while gold jewellers targeting Gen Z with influencer collaborations