Page 7 - Market Lens

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

Tamil Nadu overtakes Gujarat in new investor registrations for September

Rising investor numbers hint at a shift, yet broad household uptake stays low

FPIs keep India's IPO heart beating: ₹54K cr pumps life into market pulse

Foreign investors act as lifeblood of primary markets, steadying flows amid heavy outflows

Less than 2% dare to go only-derivatives: NSE's Market Pulse report

Out of nearly 9 million individual investors active in the equity derivatives segment, 2.1 million traded only in futures and options (F&O) during the period

Earnings revival to liquidity boost: Key factors to watch this Samvat 2082

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

Active EM funds on track for best run since 2017, India lags peers

South Korea and China drive emerging market fund gains, while India's weak equity performance weighs on returns; analysts say re-rating could be near

Samvat 2082: Investors likely to see up to 15% returns from equities

Pickup in earnings growth and sustained foreign flows hold key

Motilal Oswal sector of the week: gold and jewellery; check stocks, targets

Globally, gold consumption continues to be driven by Jewellery, investment flows, central bank diversification, and growing industrial use in AI chips and electronics

Samvat 2082: Key risks that could test Indian stock markets resilience

Indian equities enter Samvat 2082 amid risks from US tariffs, high valuations, FII outflows, fiscal pressures, and geopolitical tensions, even as earnings recovery offers long-term optimism

Gold to glitter: Prices may rise 20-25% in Samvat 2082; check key tailwinds

A portfolio that includes gold has delivered better risk adjusted returns than one with only equities over the long run

The balloon lands: Silver's hot-air premiums collapse as ETF frenzy cools

After soaring above NAVs, ETFs correct as supply and demand finally reconcile

The eagle in the stock market: Swooping where valuations open a gap

Down 10% in USD terms, Indian equities still give hawk-eyed investors a clear vantage through Nifty's pre-pandemic valuations

India-focused funds: Redemptions since July at $3 bn; $328 mn this week

India-focused funds saw $382 million in outflows this week, even as global investors shifted towards China and gold, Elara Capital reported