The S&P 500 Index rose 0.6% at 9:48 a.m. in New York, while the technology-heavy Nasdaq 100 Index climbed 0.8%.
The stability of Indian equity markets has been underpinned by strong and persistent demand from domestic institutional investors (DIIs). Their ownership of Indian equities has surpassed that of foreign investors and continues to rise, according to the RBI.
High valuations across sectors are driving sustained share sales from private equity funds, promoters and the government, keeping equity supply elevated in India’s markets.
Latest Reserve Bank of India data shows that between January and September, LRS investments in real estate grew 80% to $350 million, while remittances into equity and debt instruments rose over 50% to $1.68 billion
Nuvama Institutional Equities is bullish on Star Health has recommended buy rating on the stock with a target price of Rs 550 in its research report dated October 04, 2025.
Investors eyeing India’s data centre boom should diversify across the entire ecosystem, including renewable energy, power, real estate, telecom and technology providers, according to top money managers.
Union environment minister Bhupender Yadav met COP30 President Andre Correa do Lago on September 1 to discuss the agenda for the upcoming climate conference to be held in Brazil in November.
According to reports, three PE buyout groups are in discussions with private equity company PAG to acquire the latter’s controlling stake in Nuvama Wealth Management,
India’s rural consumption is improving, thanks to good monsoons in 2024 and decent crop output in the last two crop seasons (2024 kharif and 2025 rabi)
Kotak Institutional Equities highlighted the company’s significant deleveraging over the past five years, efficient capital deployment, and strong growth in cargo and logistics operations as key drivers of its positive outlook
Cement prices have seen a broad-based increase in May 2025, led by southern states, as demand begins to firm up
The Bloomberg Dollar Spot Index posted its strongest intraday gain since April 4, rising as much as one percent. The euro depreciated by up to 1.5 percent to $1.1084, marking its weakest daily performance of the year.
Kotak Institutional Equities warns that consumption stocks are being mispriced by the market, urging a reassessment of valuation frameworks due to fundamental changes in the sector
Given the cautious outlook, Rahul Arora recommended diversifying holdings into gold, which may prove to be a strong hedge against the ongoing market volatility and uncertainty.
Nuvama Institutional Equities is bullish on StarHealth has recommended buy rating on the stock with a target price of Rs 440 in its research report dated April 04, 2025.
Retail investors have possibly become net sellers in the cash market on a direct basis after being perennial buyers, said Kotak Institutional Equities.
Nuvama Institutional Equities issued a target price of Rs 570 per share, which implies a 38 percent upside for Laxmi Dental shares.
Kotak analysts added Dr Lal PathLabs to their recommended portfolio, while weightings have been reduced for Indigo Aviation and Zomato
Volume and value growth for consumer staples companies is likely to be weak for the next few quarters, as urban demand remains muted, weighing on sales.
While Goldman Sachs was the first to go ahead and cut its S&P 500 target, others like Citi had recently downgraded its rating for US equities to a 'neutral'.
MOFSL noted that the FII exodus resulted into a mild impact on Indian equities, thanks to the counter-buying from domestic investors which held the fortress.
MOFSL believes that Indian equities are sitting in the latter phases of its correction cycle, with muted FY25 earnings growth expected to drive double-digit uptick in FY26.
Kotak Institutional has issued a ‘Sell’ call on NMDC with a price target of Rs 55, projecting a downside of 15.4 percent from the last closing price of Rs 65 per share.
Nuvama notes that India's valuation premium to emerging markets has returned to its 10-year average, suggesting the worst of the de-rating may be done.
In today’s episode of Market Minutes, Vaibhavi Ranjan breaks down the key market movements for February 14. After seven straight days of losses, can Indian equities spark a love story with gains, or will volatility keep them heartbroken? The GIFT Nifty hints at a strong start, but key resistance levels remain a challenge. Meanwhile, Hindalco shines with a 75% surge in Q3 net profit, while United Breweries struggles with a sharp earnings decline. Global markets offer mixed signals—Wall Street cheered easing trade concerns, but Asian markets opened cautiously. In the Voice of the Day segment, Sandeep Bangla of TRUST Mutual Fund shares strategies for navigating the ongoing market slump. Stay tuned for stock insights, expert opinions, and all the latest market buzz!