Global brokerage Morgan Stanley sees a fresh bull run in Indian equities. The firm has an Overweight rating on 10 stocks, including Trent and Adani Power. Morgan Stanley forecasts the Sensex to reach 95,000 by December 2026. This outlook suggests a significant upside for the Indian stock market. Source link
D-Street goes green after streak of red
The surge in India’s equity indices on Friday snapped a six-week losing run, as investors pinned hopes on US-Iran ceasefire talks to bolster a tentative recovery. The gains tally for the 5 days was nearly 6% – the best weekly performance since February 2021 – mostly aided by short-covering.The NSE Nifty closed at 24,050.60, up […]
Meet broad-based rules while serving AIFs, Sebi clarifies
The Securities and Exchange Board of India (Sebi) clarified that asset management companies and their subsidiaries must comply with stringent, broad-based fund norms when providing management or advisory services to alternative investment funds (AIFs). The regulator said compliance must be assessed at the scheme level, not at the overall fund level. Each AIF scheme is […]
Guardrails for MFIs need to continue
Sa-Dhan, one of the self-regulatory organisations for the microfinance industry, on Friday suggested continuation of the lending guardrails adopted by lenders to customers at the bottom of the pyramid, even as the industry has shown signs of improvement. The issue was discussed at a microfinance conclave organised by Sa-Dhan in Mumbai. Microfinance guardrails in India, […]
Global funds flee Indian stocks at record pace on growth fears
Global funds are dumping Indian equities at a record clip as an energy shock from the US-Iran war threatens to derail the outlook of the world’s fastest-growing major economy. In just over three months, they have pulled $18.84 billion from local shares, edging past the full-year record outflow of $18.79 billion seen in 2025, according […]
FIIs sell Indian equities worth Rs 48,213 crore in April, so far; FY26 sell-off balloons to Rs 1.79 lakh crore
Foreign institutional investors (FIIs) offloaded domestic equities worth Rs 48,213 crore in April so far, extending their selling trend in the Indian markets. They have sold shares worth Rs 1,79,335 crore on a year-to-date basis. On Friday, FIIs bought domestic shares at Rs 672.09 crore while domestic institutional investors (DIIs) were net buyers at Rs […]
From Panic to Patience: 7 investing lessons from James O’Shaughnessy for today’s turbulent markets
At a time when global financial markets are being tossed between geopolitical tensions, sticky inflation, and uncertain interest rate trajectories, investors are once again confronting a familiar dilemma—react or remain patient. Volatility has surged across equities, commodities, and bonds, leaving even seasoned market participants second-guessing their strategies. Yet, amid this uncertainty, the principles laid down […]
725X jump: Sebi bans 39 entities for alleged stock price manipulation in interim order
Market regulator Securities and Exchange Board of India (Sebi) has barred 39 individuals and entities from accessing capital markets in connection with irregularities in RRP Semiconductor, a stock listed on the BSE which jumped 725 times in 19 months from Rs 15 to Rs 10,887.10. In a 47-page interim order issued on Friday, the securities […]
Defence stocks set for mixed Q4; Nuvama bets on BEL, Solar Industries, and a smallcap pick
Listed defence sector companies are expected to deliver a mixed set of numbers in Q4FY26, despite robust order visibility and sustained inflows and a healthy pipeline where backlogs are no longer a constraint, Nuvama Institutional Equities said in a note. The brokerage firm has picked Bharat Electronics Limited (BEL), Data Patterns (India) and Solar Industries […]
Unique Picks: 8 stocks held by a single MF scheme in March; fall up to 35% in CY26
A set of 8 uniquely held stocks—each owned by just one mutual fund scheme—saw sharp declines of up to 35% in CY26, highlighting concentrated portfolio risks. Source link