
Foreign investors pulled out ₹13,138 crore from Indian equities in the first half of September, as heightened global uncertainty pushed crude oil prices higher, while rising US bond yields and a firm dollar weighed on risk appetite.
Domestic equities closed higher on positive Asian cues, falling crude oil prices and hopes of an India-US trade deal. Analysts recommend buying Finolex Cables and Zydus Wellness, citing bullish technical setups, strong moving-average support and breakout patt…


As markets grapple with AI disruption, global capital shifts and geopolitical risks, Tata Mutual Fund CIO Rahul Singh explains where investors should look for opportunities now.

Equities can be the preferred asset class as geopolitical tensions ease. Gold will continue to serve as a portfolio hedge and wealth-preservation tool, while silver may benefit from improving industrial demand but remains a relatively volatile asset.

Reits outperformed equities and bonds over the past year, but falling-rate tailwinds may fade. Here's how experts view their role in an investor's portfolio.
Indian equities extended their recovery amid easing US-Iran tensions and softer crude prices. Analysts recommended Titagarh Rail Systems and Engineers India, citing bullish technical patterns, strong momentum, improving volumes and favorable positioning above…

The sustained outflows have been linked to geopolitical tensions in West Asia, elevated crude oil prices, and global investment flows favouring AI-driven markets
Foreign portfolio investors offloaded Indian equities worth a net Rs 20,637 crore on Friday, marking one of the sharpest single-day selloffs. This significant outflow coincided with the MSCI index rebalancing, leading to heightened trading volumes and prompti…
Foreign Portfolio Investors (FPIs) continued their selling streak in Indian equities in May, with net outflows amounting to Rs 32,963 crore during the month, according to data shared by the National Securities Depository Limited (NSDL).
BofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit expansion. Elevated valuations over emerging market peers and domestic bonds suggest limited upside, with returns likely in…


Oil’s 5% drop on potential Strait of Hormuz reopening boosted Asian equities and supported crypto sentiment.
Indian households demonstrated a structural shift in FY25. They pulled Rs 54,786 cr from secondary equities but doubled primary investments. A record Rs 5.43 lakh crore went into mutual funds, nearly doubling total securities market savings to Rs 6.91 lakh cr…
Emkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domestic growth, earnings recovery and policy support. The brokerage expects markets to navigate near-term volatility from geo…
Morgan Stanley sees India's economy entering a new growth phase. Strong domestic demand and policy support are expected to boost corporate earnings. Indian equities are set for a strong year. Investments in key sectors will strengthen growth momentum. India's…
Indian equities saw a nearly 1.5% decline on Monday, mirroring weak global sentiment following the US-Iran peace talks failure. Analysts anticipate continued caution due to escalating geopolitical tensions, with stock and sector-specific movements expected al…
The rupee hit a new closing low and equities slumped as oil prices surged past $100 a barrel. This was driven by Donald Trump's rejection of Iran's peace plan and PM Modi's call for austerity to conserve foreign exchange reserves and curb fuel consumption ami…
The combined market valuation of four of the top-10 most valued firms eroded by Rs 1 lakh crore last week, with State Bank of India taking the biggest hit, amid a range-bound trend in equities.
Foreign investors continued to pare their exposure to Indian equities, withdrawing Rs 14,231 crore so far this month driven by persistent global macroeconomic uncertainties.

On an aggregate basis — combining stock exchange and primary market routes — FPI equity outflows for the week stood at ₹14,207.20 crore
Buying a home in Indian metros is an emotional decision, but financial realities are shifting. Renting and investing the difference between rent and EMI can build substantial wealth over two decades. Equities offer higher long-term returns than property appre…
While outflows showed signs of moderation towards the end of the week, global headwinds, rising crude prices, and geopolitical tensions continued to weigh on sentiment

Political continuity offers sentiment support, but crude trajectory and earnings outlook cap upside, says Kotak institutional equities