Page 7 - Market Lens

Nippon India Growth Mid Cap Fund: Running with the bulls, holding the reins

Capturing midcap energy without losing control of the charge

Mutual funds leave insurance companies in the shade on anchor allotments

Insurance participation in IPOs has risen but MF allocations have grown even faster

Domestic MFs flock to Eternal, trim bets on Maruti, D-Mart, NTPC

Mutual funds increased exposure to Eternal in August as the stock surged over 60 per cent in six months, crossing Rs 3 trillion in market cap, with Blinkit leading growth

$90-bn DII inflows, Nifty up 0% in 1-yr; Kotak flags weak fundamentals

Kotak Securities said that $90 billion of DII inflows and a flat market show that flows alone don't drive markets

Retail investors pull back as markets remain flat; net inflows fell 90%

Retail investors sharply reduce direct equity exposure in 2025, preferring mutual funds and DIIs as market volatility and weak returns weigh on sentiment

Family offices in risk-on mode; bet on AI, private credit: Goldman Sachs

In the next 12 months, 34 per cent of respondents, Goldman Sachs said, intend to reduce their cash balances with many planning to invest in 'risk assets'

India VIX drops to record closing lows as DIIs cushion FII selloff

The India VIX is down almost 28 per cent so far this year, and is down nearly 55 per cent from this calendar year's highs of 23.18

Active mutual fund schemes soften equity market pain for investors

Active schemes steady portfolios where benchmarks wobble

After Infosys, TCS, Wipro may follow with buyback amid stock rout: Analysts

Infosys will repurchase 100 million shares at an average price of ₹1,800 per share, a 19.3 per cent premium to its closing share price of ₹1,509.50 on Thursday

MTF book of domestic brokerages tops ₹1 trillion mark for first time

Outstanding MTF crossed ₹1 trillion for the first time, up 2.3 times in a year, creating revenue opportunities for brokers but sparking caution on risk exposure

Poll-bound Bihar tops home loan growth list at 16.3%: Equirus Securities

As of June 2025, home loans, according to the Equirus note, grew 12.8 per cent y-o-y to Rs 41.2 trillion, led by state-owned banks (+15.5 per cent y-o-y) and NBFCs / state finance banks

GST revamp to drive macro tailwinds; Antique backs consumer discretionary

The GST 2.0 is expected to deliver a significant consumption boost of around ₹2.8 trillion, equivalent to 0.7 per cent of GDP, Antique Broking said

Bernstein rejigs India portfolio; adds HDFC Bank, PB Fintech; exits Infosys

This latest revision, it said, was shaped by several factors, which meant increasing exposure to the financials and consumer sectors, booking gains in stocks where the market drivers are in place

FPIs net sellers of G-secs under FAR in FY26, inflows return in Q2

FPIs sold Rs 17,262 crore of government securities under FAR in FY26 so far, but Q2 has seen a turnaround with Rs 14,540 crore in inflows as bond yield spreads widened

Wheat, Bombs & Fetters: How India fought off US sanctions in the 1970s

Indian audiences are now viewing 'The Hegemonic America Part 3': PL 480. Uranium 235. 50 per cent Tariffs

Explained: Why FIIs matter for markets, even with DIIs' strong presence?

DIIs' steady inflows, backed by retail investors and long-term capital, have made Indian markets more self-reliant and less vulnerable to global shocks

27 issuers and one mega deal: 2025 QIP issuances tell a split story

SBI's ₹25K crore fundraise hides a stark contrast - most companies trail last year's pace

Multi-asset funds march to the hybrid throne; gold their banner

Inflows signal a changing guard from BAFs, though analysts caution investors against recency bias

Will the GST rate cut bring back foreign investors to Indian stock market?

The primary reason for the underperformance of the Indian market in the past year, according to analysts, is weak domestic growth

Three reasons why Gold prices may hit ₹1.4-lakh mark sooner than you think

On the technical side, charts are crystal clear. Gold recently broke out of a bullish pole-and-flag pattern on the weekly time-frame, a setup that often precedes strong continuation rallies.