Market News
Stay updated with the latest market trends, earnings, and economic indicators.

FPIs beat mutual funds by rupee returns despite $27 billion exodus
Despite record outflow of $27 bn or ₹2.4 trillion, foreign portfolio investors' totted a rupee return on assets of 7.7% against MFs' 4.4%, thanks to Nifty outperforming broader markets last year. In dollar terms though their returns lag those of MFs.

Devang Mehta prefers capital market stocks over IT sector
Devang Mehta, Deputy MD & CIO-Equity at Spark Private Wealth Management, said India’s ongoing shift toward investing through mutual funds, PMS, wealth managers and capital market platforms offers a long-term growth opportunity. While remaining cautious on large-cap IT stocks due to weak growth visibility, he prefers capital market-linked businesses, power automation, engineering, manufacturing and discretionary consumption sectors, citing their potential to benefit from structural trends over the next three to five years. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Camelian's Vikas Khemani sees manufacturing as India's biggest long-term opportunity
Vikas Khemani, Founder of Carnelian Asset Management and Advisors, said market weakness caused by geopolitical tensions and higher oil prices is temporary and expects conditions to improve once energy concerns ease.

RBI MPC meeting begins today: Will RBI announce a rate hike as Middle East conflict threatens to drive inflation?
According to wealth management firm DSP Mutual Fund, the central bank is unlikely to announce a rate hike, instead, the bank is likely to follow a step-by-step sequence before pulling the trigger on rates to defend the currency.
INR depreciates further to one-week low as oil stays elevated amid Middle East turmoil
The Indian rupee depreciated further in opening trades on Wednesday as oil prices stay elevated, driving fears of inflationary pressures in future. INR opened at Rs 95.43 per dollar and hit a low of 95.65 so far during the day. Yesterday, rupee fell 15 paise to close at 95.34 against the US dollar, as global crude oil prices jumped and the American currency remained firm amid massive safe-haven inflows. Significant foreign fund outflows also weighed on the investor sentiments. Local equities continue to stay strained in early trades with BSE Sensex trading at 73,866.45, down by 783.39 points and NSE Nifty 50 trading at 23,247.90, down by 235.65 points.
INR settles lower as global crude oil prices stay elevated amid Middle East turmoil
The Indian rupee depreciated 15 paise to close at 95.34 (provisional) against the US dollar on Tuesday, as global crude oil prices jumped and the American currency remained firm amid massive safe-haven inflows. Significant foreign fund outflows also weighed on the investor sentiments. At the interbank foreign exchange market, the rupee opened at 95.16 against the US dollar, then touched an intraday high of 95.03 and a low of 95.37. Indian shares closed higher on Tuesday, staging a rebound after four days of losses as investors assessed mixed signals over the status of U.S.-Iran peace talks and awaited upcoming RBI rate decision. The Nifty 50 gained 100.95 points (0.43%) to close at 23,483.55, while the Sensex rose 382.50 points (0.52%) to settle at 74,649.84.

RBI clears Mirae Asset MF to raise stake in Equitas SFB up to 9.5%
The RBI has approved Mirae Asset Mutual Fund to acquire an aggregate holding of up to 9.5% in Equitas Small Finance Bank. The approval is valid for one year and is subject to compliance with banking and securities regulations.

Sensex, Nifty Slip from Day’s High; India’s Manufacturing PMI Hits 3-Month High - Dalal Street Investment Journal
Sensex, Nifty Slip from Day’s High; India’s Manufacturing PMI Hits 3-Month HighDalal Street Investment Journal

Forget Equity Research? Radhika Gupta Lists The Real High-Growth Jobs In Finance
File image of Edelweiss Mutual Fund MD and CEO Radhika Gupta
Midcaps in a sweet spot? Why Nippon India’s Rupesh Patel sees a valuation correction despite new index peaks
Nippon India Mutual Fund's Rupesh Patel remains constructive on midcaps despite concerns over valuations, citing resilient earnings growth and improved valuation comfort after a prolonged time correction. He favours financials, consumer discretionary and select industrials, while emphasising a bottom-up stock-picking approach to navigate geopolitical and macroeconomic uncertainties.
F&O Talk: Nifty may stay range-bound; Sudeep Shah sees opportunities in banks, IT, picks 7 stocks
Indian stock markets experienced a sharp selloff on Friday, with Sensex and Nifty dropping over 1%, driven by passive fund flows from MSCI index reshuffles. Volatility surged as the market lost Rs 6 lakh crore in capitalization. Analysts suggest caution amid indecisiveness and a lack of strong directional momentum.
Bond market at a turning point! Axis Mutual Fund says bond investors should buy, not panic
Axis MF cautions that aggressive rate hikes won't address INR depreciation and may harm India's growth. They recommend a neutral-to-slightly long duration stance over three months, adjusting based on RBI policy and crude prices, while advising gradual exposure to fixed-income assets.