Geopolitical tensions, rising crude prices, and sustained FII outflows are reshaping the outlook for Indian equities. Mythili Balakrishnan shares views on market direction and investment strategy
The Indian equity market was trading sharply higher, driven by hopes of de-escalation in the war between US-Israel and Iran
Elara said the Nifty50 is currently trading at around 17.3 times one-year forward earnings, nearly 7 per cent below its 10-year average of 18.6 times, placing it in a historical 'bounce zone'
At the close, Sensex jumped 1,372.06 points or 1.89 per cent to settle at 74,068.45. Similarly, the Nifty 50 index ended 399.75 points or 1.78 per cent higher at 22,912
In the smallcap segment, BLS International Services led the gains, quoting higher by 14.6 per cent
On the Nifty Midcap 100, Hindustan Petroleum stock was the top loser, down 4.35 per cent at ₹334.35 per cent
Analysts said that mid and small cap stocks are currently absorbing the impact of a broad-based domestic and global sell-off
Q3FY26 marked a good cyclical improvement in growth, though it may need one or two quarters to call it a decisive earnings inflection, said Vora
Sunny Agarwal of SBI Securities said that going ahead, the financial services sector will lead, which includes banks, both public sector (PSU) and private
The momentum in the IPO market has slowed significantly in recent weeks, with only five mainboard issues launched so far in 2026 and four more expected to open in the coming week
Small and mid-cap stocks (SMIDs) extended their slide on Monday as Budget 2026's proposal to double STT on F&O trades triggered liquidity concerns.
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.
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
Most small-cap stocks, according to analysts, were richly valued in CY25 after their sharp run in the last two calendar year
The stock of Knowledge Marine & Engineering Works turned ex-stock split in the ratio of 1:1 i.e. sub division of face value of equity shares from ₹10 to ₹1
Elara Capital believes that the recent market reaction to Kaynes Technology accounting inconsistency was disproportionate and shall have no material impact on the company's earnings.
Over a shorter duration of 5-years, the CAGR return from gold was even better at 23.2 per cent as compared to 16.5 per cent for Indian equities and 19.6 per cent for US equities, FundsIndia said.
Till 01:31 PM on Wednesday; a combined 10.33 million equity shares representing 15.4 per cent of total equity of Kaynes Technology changed hands on the NSE and BSE.
Shares of Kaynes Technology were up 14 per cent at ₹4,328 on the BSE in intra-day trade as the stock recovered 17 per cent from its 52-week low of ₹3,713.75 hit today.
The Nifty SmallCap 100 index has shed 7 per cent thus far in 2025 amid liquidity constraints as analysts believe retail investors have preferred IPOs over smallcap stocks.