Page 2 - Equities

Stock Market Close Highlights: Sensex sheds 721pts, Nifty holds 24,000; HDFC, ICICI Bank weigh

Markets Today Highlights:32 out of 50 constituent stocks of Nifty50 ended in the red, dragged by Wipro, HDFC Bank, Tech Mahindra, Adani Ports, and Cipla, with losses extending up to 2.83 per cent

Stock Market Highlights: Sensex ends at 78,139, signs-off 2024 with 8% gain; Nifty holds 23,600

Markets Today Highlights: On the last trading day of the year, Sensex ended 109 points lower amid weakness in IT and select banks. IT index slipped 1.5%, while India VIX rose over 3% on Tuesday.

FDs vs equities: How rolling returns debunk short-term performance myths

Many investors resist rolling return analysis, preferring specific-date comparisons, which are often skewed to favour certain narratives

Stock Market Highlights: Sensex ends flat at 78,472, Nifty at 23,750; Auto, pharma shares shine

Markets Today LIVE: As markets in India and around the world reopen after the Christmas holiday, investors here are looking to ride the so-called Santa Clause rally driving Wall Street higher

Rebalance your investments away from equities and gold in favour of debt

This review exercise must be undertaken to restore the portfolio's risk profile to its original level

FPIs pump Rs 33,700 cr in Indian equities in Sept amid US rate cut

Foreign investors have injected close to Rs 33,700 crore in domestic equities in this month so far primarily due to interest rate cut in the US and resilience of the Indian market. This also marks the second highest inflow in a month in this year so far, the last one being in March, when Foreign Portfolio Investors (FPIs) infused Rs 35,100 crore, data with the depositories showed. Going ahead, the trend of FPIs buying is likely to continue in the coming days, V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services, said. According to the data with the depositories, Foreign Portfolio Investors put in a net investment of Rs 33,691 crore into equities this month (till September 20). With this, FPIs investment in equities reached Rs 76,572 crore so far this year. Since June, FPIs have been consistently buying equities. Before that, they pulled out funds to the tune of Rs 34,252 crore in April-May. In September, FPIs remained bullish, purchasing Indian equities on ...

Post-Covid: Households shift to equities amid attractive returns

This trend is being amplified by strong returns in the equity markets in recent years, said Kotak Institutional Equities in a report

India to top China among emerging markets, equities rally: Morgan Stanley

In the context of India being underweight in the average emerging markets portfolio, this is even better for foreign portfolio flows

India's move to buy back bonds runs into RBI's need to keep tight stance

Last week, the monetary authority accepted bids for about a quarter of the 400 billion rupees ($4.8 billion) of bonds the government offered to repurchase

FPIs make remarkable comeback; infuse Rs 2 trillion in equities in FY24

Foreign investors made a strong return by injecting more than Rs 2 lakh crore into Indian equities in 2023-24, driven by optimism surrounding the country's robust economic fundamentals amidst a challenging global environment. Looking forward to 2025, Bharat Dhawan, Managing Partner at Mazars in India, said that the outlook is cautiously optimistic and anticipates sustained FPI inflows supported by progressive policy reforms, economic stability, and attractive investment avenues. "However, we remain mindful of global geopolitical influences that may introduce intermittent volatility, emphasising the importance of strategic planning and agility in navigating market fluctuations," he added. The outlook for FY25 from an FPI perspective, continues to remain strong, Naveen KR, smallcase Manager and Senior Director at Windmill Capital, said. In the current fiscal 2023-34, Foreign Portfolio Investors (FPIs) have made a net investment of around Rs 2.08 lakh crore in the Indian equity marke

Singapore GIC's domestic equity holdings rises 32% to Rs 2.14 trn in a year

According to NSDL data, SWFs account for about 7 per cent of the overall foreign portfolio investor-assets under custody (FPI-AUC)

Markets log biggest decline in a month; Small, midcaps crash nearly 2%

Nervousness ahead of key data release

Voda Idea likely to bring in new equity partners; board meeting on Tuesday

The company's board of directors is meeting this Tuesday to decide on the amount of the fundraise

Goldman raises global equities to 'overweight' on economic growth prospects

"We expect growth to become a more important driver of risk appetite and equity/bond correlations should be more negative this year," Goldman said in a note dated Feb 16

In an election year, markets typically flourish, says Arbind Maheswari

Historically, the markets tend to perform well during election years as governments aim to increase spending and call attention to growth, he said

Investors kick off 2024 with $123 billion record cash shift, says BofA

Energy stocks saw their seventh straight week of outflows, and the largest since July 2023 of $1.0 billion. U.S. small-cap stocks recorded a weekly inflow of $2.3 billion, their fifth weekly inflow in

Goldman Sachs lifts benchmark European share index's 12-month target to 500

Goldman's target is roughly 1% above the index's January 2022 high. The U.S. Federal Reserve began raising interest rates in March of the year

Q2 pit stop: Promoters switch gears and enter retreat lane, shows data

Navigating second-quarter mile: Pledged holdings take a hairpin turn to 1.22%

FPIs selling spree continues; pull out Rs 5,800 cr from equities in Nov

Foreign Portfolio Investors (FPIs) selling spree continued as they dumped Indian equity worth over Rs 5,800 crore this month so far on rising interest rates and geopolitical tensions in the Middle East. This came after such investors withdrew Rs 24,548 crore in October and Rs 14,767 crore in September, data with the depositories showed. Before the outflow, FPIs were incessantly buying Indian equities in the last six months from March to August and brought in Rs 1.74 lakh crore during the period. Going forward, this selling trend is unlikely to continue as the US Federal Reserve signalled a dovish stance in its meeting last week, experts said. According to the data with the depositories, FPIs sold shares to the tune of Rs 5,805 crore during November 1-10. The FPI selling trend which started in September continued in October and is showing no signs of reversing in November even though the intensity of selling has come down this month. This could be largely attributed to the growing

FPI sell-off continues; Rs 3,400 cr pulled out in just 3 sessions in Nov

Foreign Portfolio Investors' (FPIs) selling spree continues as they pulled out over Rs 3,400 crore from the Indian equity markets in the first three trading sessions of November on rising interest rates and geopolitical tensions in the Middle East. This came after such investors withdrew Rs 24,548 crore in October and Rs 14,767 crore in September, data with the depositories showed. Before the outflow, FPIs were incessantly buying Indian equities in the last six months from March to August and brought in Rs 1.74 lakh crore during the period. Going forward, this selling trend is unlikely to continue since the main trigger for FPI selling, the rising bond yields, has reversed on the US Federal Reserve signalling a dovish stance in its November meeting. "The main trigger for this reversal in bond yields is the subtle dovish commentary from Fed chief Jerome Powell that 'despite elevated inflation, inflationary expectations remain well anchored'. The market has interpreted this statement