Page 6 - Market Lens

Wealth destroyers: Analysts wary of smallcap stocks on rich valuations

Among individual stocks, Raymond, Ashoka Buildcon, Swan Corp, Himatsingka Seide, and UCO Bank were the biggest wealth destroyers, dropping in the range of 30.5 per cent to 65.78 per cent

Two big triggers that could stop FIIs from selling India stocks in H2FY26

The near-record selling by foreign investors has come at a time when policymakers have already played their best cards, for now, analysts opine.

Defence, PSBs, auto, & metal indices outpace Nifty50 in CY25; what's next?

PSBs have benefited from the Reserve Bank of India's (RBI) cumulative 100 basis points (bps) repo rate cut in three tranches till June 2025, and liquidity measures that lowered borrowing costs

Tata Capital IPO pops unlisted market bubble with price band shock

Unlisted investors confront lower than expected prices and waning pre-listing gains

RBI's MPC expected to keep repo rate unchanged: Business Standard poll

The domestic rate-setting panel kept the policy repo rate unchanged in August after a 50 basis points cut in June

Fund Pick: Parag Parikh Flexi Cap Fund rewards investors who don't blink

10 years of methodical stock selection proves patience isn't passive - it's profitable

SME listing euphoria fades in 2025 as regulatory oversight sharpens

37% close below issue price in debut trade in 2025 so far, against 9% last year

Too big to dance: Here's why blue chips structurally deliver lower returns

The large companies, while too big to dance, might also be too big to fail, at least in the short to medium term

Platinum: Gold's elder cousin poised for a comeback

For those willing to take a long-term view, platinum may once again reclaim its title as the elder cousin among precious metals - not necessarily surpassing gold in absolute terms but closing the gap

Happy all-time high anniversary, Nifty; Que sera sera!

Nifty and Sensex had closed at record levels on September 26, 2024, while the broader Mid and Small-cap gauges hit a record on September 24 last year

As market competition grows, mutual funds cut costs to woo investors

Tata, SBI announce sharp reductions in exit loads; Jio BlackRock sets it to zero

Silver sees best annual return in 10 years; holds 45-year trend on charts

Looking ahead to 2025, with demand forecast at 1,148.3Moz against supply of 1,030.6Moz, the silver market, Nomura said, faces its fifth consecutive year of deficit at 117.6Moz

Listed firms' investments in mutual funds touch record ₹3.8 trillion

Cash buildup, limited capex appetite push firms towards fund houses

Tata Capital, Groww: BFSI sector gears up for ₹58,000-crore IPO push

The financial sector pipeline is dominated by Tata Capital's ₹17,000 crore issue, followed by ICICI Prudential Asset Management and Billionbrains Garage Ventures, the parent of Groww

Market outlook: HSBC upgrades India to overweight; Kotak sees limited gains

At the bourses, meanwhile, the Nifty 50 has gained around 6.5 per cent thus far in calendar year 2025 (CY) and outrun the Nifty 500 (up 4.2 per cent)

More than 60% of top BSE 500 stocks trading 20% below their peaks

More than 300 BSE 500 stocks are 20% or more below peaks as an earnings slowdown and US trade tariffs weigh, even as Sensex and BSE 500 trade near record highs

Coming months will test business models' resilience, policy effectiveness

The auto industry is among the biggest beneficiaries of the GST rate cut. With companies swiftly passing on the tax savings, vehicles across segments have become more affordable

Indian equities may see turnaround as downgrades ease: Motilal Oswal

Motilal Oswal says Indian equities could be set for a turnaround as the pace of earnings downgrades slows, liquidity stays surplus, and government measures lift demand

Chris Wood sees gold prices at $6,600 in a secular bull market; here's why

At the peak of the last secular bull market in gold in January 1980, Wood said, gold price was then equivalent to 9.9 per cent of US disposable income per capita which stood at $8,551

Market outlook & portfolio strategy: Where to invest at the current levels?

Amid muted stock market returns in 2025, guided by GST and income tax reforms, along with Trump policies, experts recommend focusing on quality large-caps ahead of Q2Fy26 results.