Page 9 - Market Lens
Silver hits Rs 300,000/kg on MCX; analysts see more upside amid volatility
Silver moving through the $90/oz mark, believes Nigel Green, chief executive officer of deVere Group, a global consulting firm that has $14 billion in AUM, marks a decisive shift in market psycology
 "Silver hits Rs 300,000/kg on MCX; analysts see more upside amid volatility")
Smallcap mutual funds looking to distance from stocks beyond top 1,000
Their exposure just 2% of scheme corpus, finds study
 "Smallcap mutual funds looking to distance from stocks beyond top 1,000")
Domestic mutual funds turn homeward in December, pare global exposure
Domestic mutual funds shifted focus to India-facing growth stocks in December, increasing bets on financials, consumption and aviation while trimming global-facing names
 "Domestic mutual funds turn homeward in December, pare global exposure")
70% of Nifty 500 stocks in red in Jan 2026: What's next for Indian markets?
Indian stock markets start 2026 on a weak note, with 70 per cent of Nifty 500 stocks in red amid FII selling, global uncertainty, and tariff worries
 "70% of Nifty 500 stocks in red in Jan 2026: What's next for Indian markets?")
Growth momentum in direct mutual funds sustains even as markets wobble
Individual investors' AUM in direct plan soars 43% in 2025, far outpacing 11% growth in regular plan
 "Growth momentum in direct mutual funds sustains even as markets wobble")
Signs of revival: Pre-IPO fundraising improved but fell short of 2023 peak
Pre-IPO fundraising more than doubled in 2025, but shrinking pricing gaps with IPOs and faster listings led many issuers to skip such deals, bankers say
 "Signs of revival: Pre-IPO fundraising improved but fell short of 2023 peak")
Multi-asset funds' growth momentum sustains in 2025, shows data
Riding the gold and silver rally, multi-asset funds delivered strong returns in 2025, emerging as a core portfolio choice for Indian investors
 "Multi-asset funds' growth momentum sustains in 2025, shows data")
Equity MF inflows fell 6% in December as encashing hit 17-month high
Net inflows in active equity funds down 10% in 2025 amid heightened market volatility
 "Equity MF inflows fell 6% in December as encashing hit 17-month high")
Twin advantage: US-focused debt funds shine on yield, currency tailwinds
Deliver average annual return of 12%
 "Twin advantage: US-focused debt funds shine on yield, currency tailwinds")
Nifty below 26,000: Key levels to watch and trading strategy ahead
Indian stock markets fell sharply on January 8, 2026, with Sensex down 730 points and Nifty below 26,000 amid US tariff fears. Analysts suggest support, resistance and strategy ahead for markets
 "Nifty below 26,000: Key levels to watch and trading strategy ahead")
Emkay sets Nifty 2026 target at 29,000; sees select SMIDs generating alpha
In the worst-scenario, though, Emkay Global warns that Nifty may hit 25,000 in Q1-2026. Rupee weakness, and US tariff uncertainy remain key risks
 "Emkay sets Nifty 2026 target at 29,000; sees select SMIDs generating alpha")
D-St stocks have lagged before Budget historically; will 2026 be different?
January is likely to remain a phase of consolidation, with investors balancing earnings visibility, global cues, and budget-related expectations, analysts said
 "D-St stocks have lagged before Budget historically; will 2026 be different?")
Morgan Stanley sees Sensex at 107,000 by Dec 2026; valuations, macro key
Morgan Stanley, under its bull case, has set a BSE Sensex target of 107,000, implying an upside potential of 25 per cent through December 2026
 "Morgan Stanley sees Sensex at 107,000 by Dec 2026; valuations, macro key")
US attack on Venezuela: Impact on oil, Indian stock markets, energy stocks
Analyze how the US capture of President Maduro impacts India's energy security, RIL, ONGC, and the stock market. Get expert views from PL Capital & Choice Equity
 "US attack on Venezuela: Impact on oil, Indian stock markets, energy stocks")
Mutual funds' net equity purchases surged 13% in 2025, shows data
Mutual funds pumped a record ₹4.9 trillion into equities in 2025, driven by strong SIP inflows and retail participation despite volatile markets
 "Mutual funds' net equity purchases surged 13% in 2025, shows data")
Earnings revival to boost Indian equities in CY26; SBI, Infy top MOFSL bets
Motilal Oswal said the Nifty is trading at a 12-month forward P/E of 21.2x, near its long-period average of 20.8x, suggesting valuations are reasonable.
 "Earnings revival to boost Indian equities in CY26; SBI, Infy top MOFSL bets")
Mutual fund AUM growth likely to stay above 20%, 3rd year in a row
Rise in debt, commodity ETF inflows offset lower lumpsum inflows into equity schemes
 "Mutual fund AUM growth likely to stay above 20%, 3rd year in a row")
Precious metals outshine stock returns in 2025 amid global volatility
Gold and silver delivered outsized gains in 2025, while Sensex and Nifty rose for a 10th year, held up by retail inflows even as FPIs sold and earnings lagged
 "Precious metals outshine stock returns in 2025 amid global volatility")
India vs global markets: Will 2026 reverse AI-led underperformance?
Will Indian markets outperform global markets in 2026? Analysts weigh earnings recovery, valuations, AI risks to forecast Indian equities outlook for the new year
 "India vs global markets: Will 2026 reverse AI-led underperformance?")
Large, mid or small caps? Here's 2026 playbook post SMIDs' underperformance
The Nifty SmallCap index has declined 7 per cent so far this year (CY25), the most since the 14-per cent fall in CY-2022, as against a 10 per cent rise in the benchmark Nifty50 index in 2025
 "Large, mid or small caps? Here's 2026 playbook post SMIDs' underperformance")