Page 5 - Market Lens

AMCs rally as Sebi softens expense cuts; HDFC AMC, Nippon Life jump over 5%

The lower-than-planned cuts and the removal of the overhang of impending changes to the fee structure that had persisted over the past two years led to a rally in stocks of AMCs and allied sectors

Boost your portfolio with these 15 govt-backed high dividend yield stocks

Coal India leads the list with a dividend yield of 7 per cent, making it the most attractive dividend play among government-backed companies

Hungry IPOs carve out a bigger hefty slice of mutual fund liquidity

Groww, Lenskart, Pine Labs among 25 buys served up in November

Nifty200 Momentum30: A flip of index switch jolts ₹16K cr across the grid

Once rebalance kicks in, passive money follows preset circuitry

Silver prices can rally 20% to Rs 240,000/kg in 2026: Axis Securities

Silver, Axis Securities said, has broken out of a multi-year consolidation phase, signaling the early stages of a long-term structural uptrend

Will Brent crude oil prices crash to $50 a barrel mark in 2026?

OPEC+, according to a Rabobank International note, will respond to lower prices through supply cuts or through the refined products market

Top wealth creators of 2020-25: biggest, fastest and consistent stocks here

The pace of wealth creation during 2020-25 was the fastest in 17 editions of Motilal Oswal's study and well above the BSE Sensex's 21 per cent return

India Inc faces capital allocation deadlock as demand softens, says Nuvama

In its third annual capital allocation study, Nuvama argued that a rare combination of slowing demand cycles and elevated valuations has left corporate India "all dressed up, but with nowhere to go."

JM Financial flags broad-based promoter selling, thin buying in Q2FY26

JM Financial pointed out that a higher proportion of promoter stake changes occurred in small-cap firms

Equity MF flows snap 3-month decline, surge 21% to ₹29,911 cr in November

Redemptions ease and SIP strength lifts industry AUM past Rs 80 trillion

Gold returns trump equities, real estate over a 20-year period: Report

Over a shorter duration of 5-years, the CAGR return from gold was even better at 23.2 per cent as compared to 16.5 per cent for Indian equities and 19.6 per cent for US equities, FundsIndia said.

Emkay sees extreme near-term volatility; says India-US trade deal key

The equity market is finally feeling the pinch, as both global funds and local investors head for the door, Emkay Global said in a report.

Muted FY26 to fuel strong FY27 sales, profit rebound for India Inc: CLSA

After two strong years followed by a prolonged stretch of mid-single-digit revenue growth, India Inc. may be on the cusp of a more robust earnings cycle, analysts said.

Bulls can take Nifty 24% higher to 32,032 levels by Dec 2026: Kotak Sec

Combined with persistent fiscal deficits, slower global growth and rising geopolitical concerns, suggest gold is entering a 'higher-for-longer' regime, and may scale $5,000 over the next year, it said

Food-delivery major Swiggy launches ₹10,000-crore QIP; book fully covered

At the indicative price, the company could issue about 269.5 million new shares, representing roughly 10.8 per cent of its pre-issue equity base of 2.49 billion shares

ICICI Pru AMC sets price band for IPO, seeks ₹1.07 trillion valuation

ICICI Prudential AMC has fixed a ₹2,061-₹2,165 price band for its ₹10,600-crore IPO, an OFS by Prudential. The issue opens Friday and implies a ₹1.07-trillion valuation

DBS flags 3 top risks to global markets in 2026; US tech correction looms

According to DBS, the first risk is a sharp correction in US equities, particularly in tech stocks linked to the AI investment wave.

Nifty SmallCap tests 200-DMA; analysts see more pain ahead for the index

The Nifty SmallCap 100 index has shed 7 per cent thus far in 2025 amid liquidity constraints as analysts believe retail investors have preferred IPOs over smallcap stocks.

Sensex falls 800 pts, Nifty below 26k: Why are stock markets falling today?

The BSE Sensex tumbled 803 points in the intraday to hit a low of 84,909, and the NSE Nifty50 also slipped below the 26,000 mark in the intraday to hit a low of 25,902.95

Hinterlands in the lead: Little places, big paces in mutual fund growth

Small towns, big moves: B30 assets jump 23%, leaving T30 growth of 14% in the rearview