Page 7 - Market Lens

Nifty Midcap 50, Nifty Smallcap 50 indices hit lifetime highs

The Nifty Midcap 50 and Smallcap 50 have gained 21 per cent and 29 per cent thus far in FY27 led by strong gains in BHEL, Laurus Labs, Prestige Estates, Aegis Logistics and Welspun Corp.

Gold can fall up to 16% to $3400/oz, say analysts; should you buy the dip?

Already in the bear territory after receding 27% from its record high level, analysts foresee further decline in gold prices of up to 16% to $3400-3500 levels.

Nifty Midcap, Smallcap indices hit 52-week highs; what's driving the rally?

Zensar Technologies, CDSL, Bandhan Bank and MRPL from the Nifty Smallcap 100 index rallied between 5% and 12% in Friday's intra-day trade.

Buy dips or sell rallies? Analysts' strategy amid West Asia crisis, Q1 results

The recovery seen in the Indian stock markets on Thursday, analysts said, was more on account of value buying at lower levels, but advise investors stay cautious.

Q1FY27 earnings preview: Will West Asia war dent India Inc.'s fortunes?

Here's what leading brokerages expect from India Inc. in Q1-FY27 and a deep dive into expectations across companies in the frontline sectors.

Cat-III AIFs post industry-beating growth for third year in a row

Commitments raised, other parameters have grown faster than other AIF categories

Pre-listing lock-ins of 53 companies worth $11 bn to expire in 3 months

Pre-listing shareholder lock-ins worth $11 billion across 53 companies will expire between July and September, though analysts expect most exits to be managed through negotiated deals

As market sentiment improves, qualified institutional placements rebound

Qualified institutional placement activity picked up sharply in June as easing geopolitical tensions, stronger markets and improved investor sentiment encouraged companies to raise equity capital

Demat accounts surge by 2.6 million in June, the most since February

Demat account additions rose to a four-month high in June as revived IPO activity, easing geopolitical concerns and improving market sentiment attracted more retail investors

Trading volumes see early impact of RBI's capital exposure norms

Volumes on BSE during the first two trading days of July fell by 7-10 per cent compared with the same days in the previous week, in line with analysts' expectations

What can trigger the next market rally in India? Morgan Stanley explains

As a base-case scenario, they have maintained June 2027 Sensex target at 89,000 levels, up nearly 14 per cent from the current levels. Morgan Stanley attached 50 per cent probability to this forecast.

Retail investor flows rebound in H1CY26 with ₹57,203 crore inflows

The data shows a rebound in the investor interest despite the global uncertainty

Flows return to gold, silver ETFs as correction brings back shine

Gold and silver ETFs attract around Rs 8,000 crore in June after outflows in May

Cash market turnover declines in June after touching 22-month high in May

Average daily cash market turnover across the NSE and BSE fell 7 per cent in June, while derivatives activity edged up on higher volumes during the month's final expiry sessions

Sensex in July: 23-year history suggests index can deliver a solid return

July has also been traditionally good for foreign inflows, which aided market performance. According to data compiled from the NSDL, FPIs have been net buyers of Indian stocks in 9 out of 12 years.

Markets likely to recover gradually in H2 amid focus on domestic cues

While analysts expect near-term headwinds due to commodity prices and El Niño, they believe markets will shift their focus from global developments to analysing domestic financial results more closely

Small, midcaps set to steal a march over large-cap peers in H1

Among sectors, the Nifty IT index, the worst performer among sectoral indices, tanked 27.8 per cent in H1CY26 as rising concerns around artificial intelligence (AI)-led disruption spooked investors.

Hynix, Samsung: Why is Chris Wood betting big on these South Korean companies?

While hyperscaler cloud providers face margin pressures, Wood views memory producers as the most leveraged way to play the relentless AI investment cycle.

Fertilisers, FMCG: Markets not overly worried about weak monsoon just yet

According to a recent India Meteorological Department (IMD) release, India recorded 45.6 mm of rainfall by June 20 against the seasonal normal of 84.4 mm, resulting in a 46 per cent shortfall.

SIP return recovery and West Asia truce may revive retail MF momentum

Small- and mid-cap fund SIP returns have rebounded sharply, raising hopes of renewed retail investor interest after a moderation in key MF growth indicators