Market participants attribute largecaps outperformance over midcaps and smallcaps to signs of foreign institutional investors (FIIs) turning buyers in the secondary market after months of sustained selling.
Nifty’s repeated defence of the 24,000-24,300 zone has reinforced the market’s bullish base, said Laurence Balanco. This prospective target surpasses the benchmark’s current all-time high of 26,277.35, recorded in September 2024.
India’s largest asset manager warns IT, pharma and consumer heavyweights are “mature, tired models,” driving investor hunger for new-age IPOs, but valuations remain key.
The informal survey, conducted last week, signals a shift in investor view on India. A separate survey showed a recent momentum in Chinese stocks may cool, with the CSI 300 Index likely to post a modest 1.2% rise by the year end.
According to Elara Capital, active funds are underweight on Max Healthcare player by roughly Rs 11,743 crore; the Nifty inclusion will likely spur buying.
IndiGo and Max Healthcare will enter the Nifty 50, while IndusInd Bank and Hero MotoCorp will make way in the upcoming Nifty 50 reshuffle.
'India's valuation premium has definitely come down now. The catalyst for India to outperform China has to come not only from easing valuations but better growth and earnings,' said Goldman Sachs Emerging Market Equity Strategist Sunil Koul
Some analysts opine that a 25 bps rate cut by the US Federal Reserve should be expected, while others hint at a bumper 50 bps cut.
Gold has outpaced Nifty in Diwali-to-Diwali returns since 2010, turning Rs 10,000 yearly into Rs 4.47 lakh versus Nifty 50's Rs 3.72 lakh.
Persistent foreign portfolio outflows, potential impact of US tariffs and stretched valuations are being cited as some of the reasons behind Indian stock markets' underperformance.
On September 1, all sectoral indices, expect FMCG, were trading in the green with IT stocks leading the gains.
The weak market sentiment will likely continue as long as Nifty remains below 24,600 and Sensex below 80,600, said an analyst
Hindustan Zinc, Mazagon Dock, Siemens Energy and Solar Industries are set to join the Nifty Next 50 index during this reshuffle.
According to LSEG IBES data, forward 12-month earnings estimates for India's large and mid-cap firms have been cut by 1.2% in the past two weeks, the sharpest in Asia
In the most recent fund manager survey, 30% said they are underweight on India, followed by 20% for Thailand and 10% for Malaysia
Yesterday's intraday pullback and strong close indicate possible short-term momentum building up for the sessions ahead
Nuvama said that BSE has zero probability of being included in the Nifty 50 in the September 2025 review, no chance of joining Nifty Next 50 either.
SEBI alleges that Jane Street manipulated key Indian indices using high-frequency trades to book massive profits from index options.
Nuvama said that BSE has zero probability of being included in the Nifty 50 in the September 2025 review, no chance of joining Nifty Next 50 either.
Since 2009, Nifty has had a positive close in July on 75 percent of the occasions, making it the month with the best chance of ending with gains, if only looks at the data for last 16 years.
Sensex and Nifty 50 slipped over one percent each from the day's high, as tensions in the Middle East bubbled up again.
The Nifty 50 index is reshuffled twice every year, based on six-month data ending January 31 and July 31, and the changes to the index are made in March and September.
Despite the threat of a spiralling of conflict in the middle east this month, the India Vix has still not crossed the highs seen on June 13, the day when Israel began military action on Iran's defence and nuclear infrastructure.
The gauge is 4.6% away from its peak set in September and the central bank’s jumbo rate cut Friday is further raising expectations of a record-breaking surge.
Nifty 50 is likely to continue its ongoing consolidation phase, remaining within that key 24,000 to 25,000 range until fresh triggers emerge.