Market Perspective

His comment sparked debate, with several users agreeing that India has failed to hold foreign investors’ interest.

Updated : Mar 4, 2025

‘Zero returns in 3 years’: Financial advisor decodes why FIIs are dumping Indian stocks like hot coal

In recent months, FIIs have been steadily offloading Indian equities, triggering market volatility. High valuations and attractive US bond yields have been the primary reasons for the sell-off, with macroeconomic shifts adding to the pressure.

Market analysts suggest that despite short-term challenges, India’s long-term economic fundamentals remain intact.

Updated : Mar 2, 2025

'Little emotional to say...': Financial advisor dismisses claims of FIIs fleeing India due to tax policies

On February 28, the Sensex and Nifty recorded their fifth consecutive monthly loss, marking the longest losing streak since 1996. A mix of global economic slowdown, a tariff war, and weak Q3 earnings has fueled broad-based selling, leaving Dalal Street on edge

With digital access expanding, retail interest in bonds is set to rise significantly, Darak feels.

Updated : Mar 3, 2025

What impact do a stronger dollar and a weaker rupee have on Indian bonds? Suresh Darak of Bondbazaar explains

In an interaction with BT, Suresh Darak founder of Bondbazaar shared his views on key trends, risks, and opportunities shaping bond investments in India.

Kotak Institutional Equities continues to be bullish on large private banks and NBFCs, life insurance companies, residential real estate, hotels and the airlines/hospitality sectors.

Updated : Feb 25, 2025

FIIs now interested in large-cap stocks: Kotak Institutional Equities

Kotak Institutional Equities said that retail investors remain concerned about the risk of more earnings downgrades

The earnings trend showcases robust sectoral performance, with some industries experiencing extraordinary growth, while others exhibiting subdued or negative trends.

Updated : Feb 20, 2025

BSE 500 earnings snapshot: Which sectors are driving India Inc.’s growth?

Combined profit after tax (PAT) of BSE 500 stocks witnessed a 15% QoQ surge in December 2024 (Q3FY25), reaching Rs 4.09 lakh crore.

Lot of things which became 5-10x never deserved to be at this scale and count, the analyst said.

Updated : Feb 17, 2025

‘Shittier than platform & chemical bubble of 2021’: Market analyst warns correction worse than 2022 crash

Responding to a user’s comment that even undervalued stocks have taken a hit, Kumar Saurabh acknowledged that “cheap become cheaper.” He noted that while companies with actual cash profits tend to recover in the long run, sustainability depends on multiple factors beyond just earnings in a given year.

Sebi is working to streamline the approval process for issuances, with a particular focus on reducing the time required to clear proposals from SMEs. (File photo)

Updated : Jan 10, 2025

Fund raising from capital markets to jump 21% to Rs 14.27 lakh crore in FY25: Madhabi Puri Buch

Buch noted that during the first nine months of the current fiscal year, entities have raised Rs 3.3 lakh crore through equity and Rs 7.3 lakh crore via the debt markets, bringing the total capital mobilised to Rs 10.7 lakh crore.

H1 CY25 to be affected by global uncertainties, says ABSL MF

Updated : Jan 8, 2025

‘H1 CY25 to be affected by uncertainties, H2 to see strong FII inflows’: ABSL MF’s Harish Krishnan

The fund house also says that market will be in consolidation phase and can expect equity returns to be between 8-12% with reasonable valuations in the large caps than mid and small funds.

Nithin Kamath mentioned that looking back at the brokerage industry in 2024, it was probably the most successful year

Updated : Jan 2, 2025

'2024 was probably the best year for...': Zerodha CEO-Founder Nithin Kamath

According to a blog post shared by Kamath, there has been a 20-30% decrease in activity in the derivatives segments on exchanges and among brokers.

Singh led the formation of SEBI as the regulatory authority, which marked a critical step in ensuring transparency and accountability in the stock market.

Updated : Dec 27, 2024

Sensex surges 79 times since 1991: Here’s how Manmohan Singh reshaped India’s stock market

BSE Sensex mirrored the optimism of the immediate post-liberalisation period, climbing around 263% in 1991-92 to 4,500 points.

Sidana provided a comprehensive outlook on the impact of global events like geopolitical tensions and US monetary policies on domestic challenges such as inflation and tight financial conditions.

Updated : Dec 26, 2024

Market outlook for 2025 and key sectors to invest now? Insights from Gurpreet Sidana, CEO, Religare Broking

Sidana highlights growth prospects in key sectors like banking, cement and renewable energy, while underscoring the rising influence of retail investors in driving market trends.

The Nifty Smallcap 250 index achieved an impressive 25% return, despite a 5.7% decline from its 52-week high.

Updated : Dec 26, 2024

Midcaps and Smallcaps drive 2024 gains: What lies ahead in 2025?

Data from ACE Equity shows that the Nifty Smallcap 250 index posted an impressive 25% return, despite a 5.7% decline from its 52-week high.

Sanghavi said IT, consumer durables, telecom, financial services, structural reforms-led defence and renewables and select pharma and CDMO are the sectors we like for 2025.

Updated : Dec 24, 2024

'2025 may see higher volatility': Vaibhav Sanghavi talks about market outlook

Sanghavi talks about investment themes to bet on, and more

IT, pharma, FMCG are some of the key sectors to watch out for in 2025

Updated : Dec 20, 2024

IT, FMCG, Pharma: Key sectors to watch out for in 2025

In 2024 India's benchmark index, BSE Sensex saw a growth of 11%. While BSE Realty and BSE Healthcare both indices delivered an impressive 40% year-to-date (YTD) return each.

Bad loans in the peer-to-peer (P2P) lending industry more than doubled in financial year 2024 (FY24) to Rs 1,163 crore from Rs 472.1 crore in FY23, according to a Capitalmind report.

Updated : Dec 16, 2024

‘You live by the sword, you die by the sword’: Nithin Kamath says regulations are like a ‘double-edged sword’

"Regulations can be a moat for the business, but at the same time, they can make your business model invalid overnight. Regulations are easier when explicit (SEBI) than implicit (RBI), but I guess it is because RBI has to regulate a wide variety of intermediaries,” he wrote in a post on X (formally twitter).

The Securities and Exchange Board of India (SEBI) has introduced several new rules for futures and options (F&O) trading to curb speculative trading and protect investors.

Updated : Dec 15, 2024

‘Thousands of crores of broker profit...’: Aviral Bhatnagar highlights ‘massive collapse’ in Bank Nifty options post new F&O rules

Last week, the daily average turnover for Nifty Bank dropped nearly 33%, while Bankex experienced a drastic 98% decrease. In contrast, however, the Nifty and Sensex contracts saw increases in their average daily turnover by 40% and 14%, respectively

Market watchers believe that selling by foreign institutional investors and weaker-than-expected Q2 results kept the market volatile in the recent past.

Updated : Dec 12, 2024

61% of PMS schemes deliver positive returns to investors in November. Here are the top 10 schemes

With a gain of 8.54%, Valcreate Investment Managers LLP’s IME Digital Disruption strategy emerged as the top gainer on the list, per data collated by PMS Bazaar

Amid the ongoing volatility in domestic equity markets, the benchmark NSE Nifty50 index plunged nearly 8% so far from its all-time of 26,277, scaled on September 27, 2024

Updated : Nov 28, 2024

Prabhudas Lilladher cuts NSE Nifty’s 12-month target, says headwinds yet to peak out

In its India Strategy report, the brokerage highlighted that demand conditions remain mixed with a steady uptick in rural demand, given low base and normal monsoons

Deputy CEO of Anand Rathi Wealth, Feroze Azeez on if now is the right time to build your portfolio

Updated : Nov 25, 2024

How to create a portfolio after Maharashtra elections outcome? Feroze Azeez of Anand Rathi Wealth explains

A few factors, such as moderate corporate earnings, relentless selling by foreign institutional investors (FIIs), geopolitical tensions and strengthening of the dollar index after the victory of Donald Trump weighed on market sentiments.

On the debt market front, FPIs withdrew Rs 1,110 crore from the debt general limit but invested Rs 872 crore in the Voluntary Retention Route (VRR) for debt until November 22

Updated : Nov 24, 2024

FPI outflows continue in November at Rs 26,533 crore, pace slows

Sector-wise, FPIs have shown interest in IT stocks, while banking stocks have held up well despite selling pressure, largely supported by domestic institutional investors.

The return of Foreign Institutional Investors (FIIs) to Indian markets largely depends on the global economic environment and India's relative appeal as an investment destination.

Updated : Nov 17, 2024

How to make money in this falling market? Here’s what Anirudh Garg of Invasset PMS has to say

In the current market environment, the focus should shift from aggressive returns to capital preservation. With high valuations and rising market volatility, a prudent approach would involve cautious allocation and a selective choice of sectors, says Garg

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