Page 8 - Market Lens

Sensex zooms 1,500 points on ceasefire hope: Should you sell the rally?

Analysts believe a lot now depends on what Trump does after the 5-day ceasefire and how crude oil prices, bond yields play out.

Nifty50 valuations ease amid oil surge, geopolitical jitters: JM Financial

Despite global headwinds, consumption trends held up, banking and household financial activity remained steady

US halts Iran strikes: Nifty set to rally; Emkay picks stocks to buy now

Equity markets are set to rebound today as US has decided to halt Iran strikes. GIFT Nifty is up over 350 points. Emkay Global expects OMCs, banks, autos, NBFCs, L&T too see a strong rally.

Market crash: Breadth 7:1 in favour of falling stocks as bears tighten grip

The downward movement in the market was reflected in market breadth, as the BSE advance-decline ratio stood at 1:6.6, meaning only one stock gained for every seven weak counters

HDFC Bank, ICICI Bank, Bajaj Fin among 13 Nifty 50 stocks hit 52-week lows

A total of 100 stocks from the Nifty 500 index registered new 52-week lows on Monday as selling intensified amid escalating geopolitical tensions.

Buffett Indicator vs Nifty P/E: Analysts warn risk against mid, smallcaps

While the Buffett Indicator signals froth, Nifty P/E shows large caps are stable. The real risk, analysts said, lies in mid & small caps, where valuations remain stretched.

Top 10 AMCs lose ground even as the leading five stay steady, shows data

While India's mutual fund industry expands rapidly, the top 10 AMCs are losing share to new entrants, even as bank-backed giants continue to dominate the top tier

Evaluate hiking equity exposure over the next few weeks: Prashant Jain

The prevailing valuations of Nifty of 17.5x one-year forward earnings are reasonable and have room for some rerating apart from returns driven by nearly 12 per cent earnings CAGR over the medium-term.

FPIs sell financial services and auto stocks most in first half of March

FPIs dump financial, auto and telecom stocks amid rising oil prices and geopolitical tensions, signalling a shift to risk-off sentiment in Indian markets

HDFC Bank share price crash: These mutual funds may see the biggest hit

HDFC Bank share price plunged 8.6 per cent intraday, hitting a 52-week low. Here's how the fall impacts mutual funds, top MFs with highest exposure, and which funds increased or cut exposure in Q3FY26

Iran war, oil shock: What US Fed's move means for equities, bonds, gold?

Fed signals 'higher for longer' rates. Analysts decode how investors can navigate equities, bonds, and gold amid inflation risks and market volatility due to Iran war

Time to buy? Harini Dedhia decodes gap between stock prices & actual value

If you are an investor who believes that buying equity is being a part-owner in a business, this fall in prices demands that you look beyond the prevailing narrative

HPCL, IDBI Bank, L&T: Top wealth destroyers of West Asia war; strategy here

For OMCs, analysts suggest the fall in stock prices reflects, to some extent, the pain on account of higher crude oil prices that surged past the $100 a barrel (bbl) mark

FPI flows to remain volatile; outlook hinges on West Asia easing: Antique

So far this year, global funds have sold Indian equities worth ₹86,285 crore, according to NSDL data. In calendar year 2025, total FPI outflows stood at over ₹1.66 trillion

West Asia turmoil: How to navigate current mkt correction, where to invest?

Despite the sharp pullback, analysts reckon that the current weakness reflects a geopolitics-driven correction rather than a structural bear market

MFs invested big in private lenders in February, pared holdings in SBI

HDFC Bank, ICICI Bank and Kotak Mahindra Bank attract strong inflows from mutual funds in February, while fund houses trim exposure to SBI and other large-cap stocks

Iran war impact: Emkay sees Nifty at 21,000; lists top 3 stocks to buy now

Emkay Global warns of a 10-per cent downside in Nifty as Iran war volatility keeps crude oil above $100 per barrel. It has picked HDFC Bank, Eternal, and Max Healthcare as top stocks to buy now.

West Asia war weighs on Indian markets; IPOs, unlisted shares lose steam

NSE, whose IPO is yet to open, saw its unlisted shares fall 3.47 per cent to ₹1,945, while BSE shares, already listed, rose 5.64 per cent to ₹2,860

Nomura cuts Dec 2026 Nifty target by 15%; mid, smallcaps at risk

The research and broking house sees up to 10 - 15 per cent risk to consensus earnings estimates for FY27F in case oil prices remain at elevated levels.

Multi, flexicaps best for SIP amid West Asia crisis, say analysts

Experts suggest that investors may consider initiating SIPs in diversified equity schemes such as multi-cap or flexi-cap funds amid market downtrend