Indian Equities

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 sees buying opportunities emerge from market rout; RIL, Bharti Airtel, HUL among top picks

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.

Will markets find a Valentine’s Day rebound, or stay stuck in the red? Hindalco, United Breweries in focus | Market Minutes

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!

Throwback 2024: How FPI flows and ownership changed in the year gone by

From the ups and downs of foreign investments through 2024, FPIs still ended the year as net buyers of Indian equities. The quantum of buying though, significantly less than the preceding year.

Europe’s string of setbacks could result in a knock-on effect on Indian equities

Europe contributes to around a fifth of India’s exports and political crises in countries such as France and Germany threaten to upend its economy in the near to medium term

Nomura flags risk of near-term underperformance for Indian equities but sees correction as re-entry opportunity

Nomura sees short-term underperformance risks for Indian equities as investor focus shifts to China, but views this as a temporary correction offering a re-entry opportunity due to India’s strong structural growth story.

Even with lofty valuations, strong local liquidity promises a lengthy runway for Indian equities: Macquarie

Despite the lofty valuations of Indian stocks, non-institutional investors remain unfazed, fueling a market still buzzing with domestic liquidity. Macquarie believes this steadfast faith will keep Indian equities on a high premium, as long as local liquidity remains robust.

Ashmore counters consensus with big bet on China over India

With $6.5 billion invested in emerging equities, the fund has allocated 26% of its EM equity fund to China, while reducing India to less than half that, according to Edward Evans, a London-based EM equities portfolio manager.

FPIs withdraw Rs 325 crore from Indian equities so far in Apr

According to the data with the depositories, FPIs withdrew Rs 325 crore from Indian equities this month (till April 5).

MC Explains | Why FIIs are selling Indian shares and what could reverse the trend

FIIs have net sold around $2.4 billion worth of shares, so far, this year despite India's strong macroeconomic fundamentals and corporate earnings. A clutch of factors are at play. Read on

Indian shares set to rise on strong domestic growth, in-line US inflation data

Indian equities are projected to begin higher on Friday, buoyed by faster-than-expected domestic economic growth and in-line US inflation figures.

Internationalisation of Indian equities through GIFT IFSC could be a gamechanger

A long-standing ask of Indian startups and companies wishing to tap global pools of capital has been accomplished by allowing them to offer their securities on permissible international exchanges in GIFT IFSC. This internationalisation of Indian equities also solves two complaints global investors had: interface with tax authorities, and currency conversion friction

Indian equities touched all-time highs in 2023 – What’s in store for 2024?

Favourable factors like BJP’s strong standing going into Lok Sabha polls, the US Fed’s anticipated rate cuts, and strong buying by FIIs and domestic mutual funds suggest the party will continue into the first half of 2024. But as usual there are risk factors too

World Street: Role reversal in equity space, new crude player in the making, ad war on X front, green banks and more

From global market experts' focus on widening gap in Indian and Chinese equities, to softening of industrial metal prices as economy slows down, and South Africa's journey to be a crude voice, here's a take on the world of markets

JPMorgan’s India bond inclusion to bolster rupee, equities, but not just yet

While JP Morgan's decision to add Indian bonds to its bond index is seen as a clear positive for the debt market, having the potential to increase foreign inflows, stabilise the depreciating rupee and showcase the country's resilient macroeconomic standing, will it have a positive impact on domestic equities? Analysts say it will, but only in the long-term.

Short Call | Sun TV’s get out of Jail(er) free card, traders’ fresh stab at Chennai Petro, China Diary

Zomato shares closed higher, despite Tiger Global exiting the company. Is it a sign that the Street is confident about the glide path to profitability?

Why Are Market Veterans Bullish On Indian Equities? | #MCBullishOnIndia

India seems to be in good shape with corporate earnings as well as macros fundamentals in favor of India. Listen in to what Sunil Singhania, Founder, Abakkus Asset Manager LLP; Bharat Shah, Executive Director, ASK Investments; Nilesh Shah, MD, Kotak Mahindra AMC; Ace investor & money manager Mark Mobius have to say.. Moneycontrol is bringing to you a special series to capture India's rising economic might, as it emerges stronger from the pandemic amid a sluggish world economy.

Saurabh Mukherjea bets India's GDP growth to surge while China faces deflationary pressure

Marcellus founder Saurabh Mukherjea is bullish on investing in Indian equities as GDP growth remains strong despite rate hikes. He likes the financials, pharma and electronic manufacturing sectors that are set to benefit from the China plus one strategy and lowering of interest rates in the near future.

Higher probability of 5-7% correction in market than chance of a 10% upside: Ashish P Somaiya

The concentration of fund inflows to small- and mid-caps, as well as overexposure to select sectoral and thematic funds is the reason for this caution.

GIFT Nifty starts trading today. Here's what you need to know

GIFT Nifty: All derivative contracts, valued at around $7.5 billion that traded in Singapore will be relocated to the GIFT City in Gandhinagar.

Short Call | Fooled by flows, Lupin party nears end, can Delhivery do a Shriram Fin, revenge of bitcoin

Large SIP inflows into mutual funds may reflect expectations of certain returns of domestic households related to returns from other asset classes and/or historical returns from equities

Short Call | PVR Inox, Avenue Supermarts in focus, bears target IDFC First, US Inc readies for recession

There may not be a scramble for fixed-income instruments like was the case a few months back, but brokers say equities are getting a tough competition from bank FDs because of the attractive interest rates on offer

Short Call: SRF, Manappuram Finance, why rate cuts are unlikely soon, bears like banks, US property pangs

In this fast-evolving and fluid scenario, the RBI is unlikely to turn too adventurous and would hence not precede the Fed in cutting rates; says Madhavi Arora, lead-economist at Emkay

Short Call | Contrarian call on IEX, investors cool to Voltas, simmers in Kotak Bank, and calm before storm

One could say that the market trends reflect a bullish outlook among participants, while another way of looking at it is that they may be beginning to get complacent

Short Call | Power play roils IEX, deep-pockets rush for MCX, Indigo bulls see clear skies, and China cuts rates

Passive foreign fund flows—money coming through exchange traded funds and index funds—continue to be strong, though a section of the market is beginning to fret about valuations