Page 5 - Market Outlook

FIIs under-own India; consumption next rally driver: LKP Sec's Ashwin Patil

India remains under-owned: FIIs hold 19 per cent of equities, lagging emerging market averages and FIIs have broadened exposure into small-and mid-caps

Set for pre-Diwali run? 72% of Nifty, 63% of Nifty 500 stocks above 200-DMA

Data shows that as of date 36 out of Nifty 50 shares, and 314 out of Nifty 500 stocks were trading above the long-term 200-Day Moving Average.

Tariffs to dent India Inc's Q2; Fed cut to benefit India most: Swastika MD

Recent US tariffs of up to 50 per cent on over half of India's exports are creating significant headwinds for Q2 FY26 corporate profits, says Nyati

Nifty tests 25,000-mark; can it sustain here? Here's what experts say

Market experts believe that the short-term trend is bullish; but flag caution owing the weakening momentum on key technical indicators. Here are the key levels to watch out for on the Nifty.

Nifty to rise for 7th day? Positive bias seen; analyst picks 3 'Buy' stocks

Bajaj Finance, Coal India and Hindustan Aeronautics are the buy recommendations given by Ajit Mishra of Religare Broking

Nifty bulls eye 25k to confirm trend; analysts bet on two stocks for upside

The much-awaited upward momentum for the Nifty index is likely to be confirmed only with a move above 25,000, HDFC Securities' Vinay Rajani said

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

India's underperformance vs global markets about to end: Seshadri Sen

With a GST 2.0-led demand recovery expected in the Indian economy, Seshadri Sen, head of research and strategist at Emkay Global sees the period of stock markets's underperformance coming to an end

Tariff woes abate; GST reforms next growth leg: Emkay Global Financial

Emkay Global remains constructive on a consumption revival cascading from multiple fiscal and monetary stimuli

PNB MetLife CIO suggests investment themes amid trade risks, high valuation

India's structural strengths (6.5 per cent GDP growth, easing rates, tax cuts, GST normalisation, and rural demand recovery) support a H2FY26 rebound, said Sanjay Kumar

GST 2.0, S&P upgrade may spur FII reweighting to India: Motilal Oswal AMC

Market outlook: We believe the market will reward companies that consistently deliver strong earnings growth, regardless of whether they are large-cap, mid-cap, or small-cap, says Ajay Khandelwal

Reliance, IndiGo, Shree Cement: 5 infra stocks worth your portfolio

Reliance Industries, IndiGo, DLF, Ambuja Cements and Shree Cement can potentially rally up to 24 per cent from present levels, suggest technical charts.

FIIs short bets intact even as Nifty rises nearly 700 pts from recent lows

FIIs long-short ratio in index futures has barely moved from 0.09 to 0.11, implying presence of heavy short bets in the August F&O series.

GST 2.0 to boost consumption, says Motilal Oswal; favours HUL, GCPL, Marico

Prime Minister Narendra Modi's announcement about the rationalisation of GST rates and the simplification of the rate structure will further accelerate the consumption revival, believes Motilal Oswal

Earnings in downturn; FPI inflows unlikely in short-term: TRUST MF CEO

Indian investors have understood that equities/mutual funds are the best way to beat inflation and participate in the structural growth story in a tax-efficient manner

FIIs hold 10 short bets for every long trade in index futures

FIIs are holding 10 short positions in index futures for every long trade; historically Nifty has witnessed a short-covering rally after the ratio dropped to such lows, shows F&O data.

Investors pivot to quality, fundamental picks over momentum: PGIM India MF

As investment patterns in the Indian markets shift to high growth and good quality stocks, PGIM India MF suggests a portfolio strategy

Market pullbacks may be short-lived, says charts; time to exit?

Market Technical outlook: Sensex, Nifty may witness some bounce back as benchmark quote in oversold zone; chart shows major hurdles at 81,900 and 25,325 levels for these indices.

Markets are ignoring positives at the current levels: Mohit Bhatia, BOI MF

Nifty50's earnings per share (EPS) growth rate is expected to be around 12-14 per cent compound annual growth rate (CAGR) over FY25-27, which translates to an earnings per share (EPS) of around ₹1,180

How to trade IT, Pharma stocks ahead of Aug 1 tariff deadline? Details here

Technical charts show that the Nifty IT index could decline another 11% from here; while the Pharma index could rally up to 8.5% if it clears the near-term hurdle at 22,815 levels.