EQUITY MARKET TRENDS
Japan's Nikkei set for biggest weekly gain in five months as AI optimism lifts sentiment
Japan’s Nikkei is headed for its biggest weekly gain in five months, supported by upbeat corporate earnings and renewed optimism around AI stocks. Semiconductor shares led the rally, offsetting concerns over Nvidia and uncertainty surrounding its leadership.
Best value funds to invest in November 2026
Value investors buy such stocks and wait for the market to discover these stocks. When the discovery happens, the stock prices will go up, and value investors make money. It may sound simple. But it is not very easy to execute. The market may take very long to discover these stocks and it may test your patience. The discovery may not happen at all. That is why value mutual funds are recommended to only sophisticated investors.
Indian prop desks are entering crypto. Mudrex says 40–50 bps arbitrage is driving demand
India’s crypto market is drawing a new class of participants as proprietary trading desks, family offices and wealthy investors move beyond retail speculation and begin trading digital assets. The shift is being driven in part by arbitrage opportunities between tokenised gold and gold futures, with trades offering as much as 40 to 50 basis points on favourable days, according to Mudrex Business Head Prateek Gupta.
India equity surge brightens outlook for exchanges, brokerages
India's equity market is witnessing a vibrant revival, boosting earnings prospects for brokerages and exchanges. A surge in trading activity, spurred by favorable market dynamics and declining crude oil prices, indicates robust investor engagement. The NSE India Volatility Index has climbed, reflecting increased confidence in derivatives trading. Analysts predict significant growth opportunities as the trading environment stabilizes following the rollback of the closing-auction framework.
DIIs book profits in longest selling streak in 4 years
Domestic institutional investors have recently unloaded more than ₹47,662 crore worth of equities amidst a market upswing. This shift showcases their tendency to lock in profits following substantial input into Indian stocks. Conversely, foreign portfolio investors have returned vigorously, investing about $8 billion since mid-October. This marks a notable change in market behavior, as local investors experience their longest selling streak in four years.
Good days for markets ahead? Here's what Nithin Kamath says on Q2 earnings recovery
Zerodha co-founder Nithin Kamath sees improving corporate earnings supporting India's equity recovery. September-quarter results showed strong sales and profit growth, while renewed foreign investor buying, lower crude prices and improved sentiment boosted the Nifty by over 10% in November.
Sensex closes at highest level since Mideast war began, Nifty ends near 25,300. More gains ahead?
The Indian stock market rallied sharply on Thursday, with Sensex crossing 82,200 and Nifty surpassing 25,350 for the first time since the Middle East conflict began in late February. The gains added over ₹3 lakh crore to the combined market capitalisation of BSE-listed companies.
Sensex erases all Middle East war losses but is it too soon to forget the Hormuz factor?
Sensex and Nifty have recovered all their losses since the Middle East war began, driven by record FII buying, easing crude prices and strong Q2 earnings. But with the Strait of Hormuz remaining a key risk to global oil supplies, can Dalal Street sustain its recovery or is another setback looming?
Japanese investors sell foreign bonds for seventh time in eight weeks
Japanese investors sold 537.6 billion yen ($3.36 billion) in foreign long-term bonds for the seventh time in eight weeks, reflecting caution over US inflation and Federal Reserve rate expectations. They also withdrew from overseas equities. Meanwhile, foreign investors continued buying Japanese long-term bonds, marking their sixth consecutive week of net purchases.
Sell fast, buy faster! FIIs broke every selling record in 2026. Now their buying is breaking records
Foreign institutional investors (FIIs) have staged a sharp turnaround, buying a record Rs 73,261 crore worth of Indian equities in November so far, surpassing the previous monthly high of Rs 66,135 crore set in December 2023. This follows record selling of Rs 2.95 lakh crore in the first 10 months of 2026. The renewed buying has helped drive the Sensex and Nifty up around 10% this month, with the Sensex reclaiming its pre-Middle East war levels.
From SpaceX to Anthropic, markets have a new playbook for mega-share debuts
Anthropic is gearing up for its highly anticipated IPO, aiming to raise as much as $64.4 billion with share prices ranging from $70 to $78. The company is targeting inclusion in major indexes soon after its debut, which is expected to boost passive investments. Similar to SpaceX's market entry, analysts forecast significant initial share price surges, with employees permitted to sell some of their shares on the opening day.
Best focused mutual funds to invest in November 2026
Focused funds have a concentrated portfolio. That means that the fund manager will choose stocks based on his or her conviction and take a meaningful exposure in the stock. Such investments can pay off handsomely if the call goes right. However, if a few calls go wrong, the scheme will suffer a lot. This is the trouble with concentrated bets.
Why did market rise today? Sensex jumps 773 pts, Nifty ends above 25,250 as rally continues. 4 factors behind Rs 4 lakh cr gains
Sensex and Nifty saw significant gains on Wednesday, buoyed by aggressive Foreign Institutional Investor purchases. Better-than-expected Q2 earnings from various sectors contributed to the optimistic market sentiment. The Indian rupee also rose against the US dollar, improving further economic conditions. Easing oil prices added a positive macroeconomic outlook for India. Overall, the market showcased strong resilience amid fluctuating global scenarios.
Large and midcap fund inflows nearly double to Rs 8,484 crore in October. Do these funds deserve a place in your portfolio?
Inflows into large- and midcap mutual funds nearly doubled month-on-month to Rs 8,484 crore in October, emerging as a preferred investment category. The surge reflects growing investor appetite for funds that balance largecap stability with midcap growth potential, even as market volatility prompts investors to reassess risk and diversify their equity portfolios.
Reverse AI trade drives foreign inflows back to India but rising US inflation poses challenge: Ajay Bagga
Foreign investors are returning to Indian equity markets as global funds shift away from the artificial intelligence infrastructure trade in markets such as the US, Japan, South Korea and Taiwan, while India's relatively attractive valuations and falling crude oil prices are improving its investment appeal, banking and market expert Ajay Bagga said.
India's battered rupee finds an unlikely rescue party in cheaper oil and Wall Street's AI rout
As crude oil prices fall, India's import costs see a positive shift, bolstering the rupee's steadiness. The return of foreign portfolio investors to the Indian equities market, following significant sell-offs in October, has led to the rupee appreciating against the dollar. Enhanced energy supply is expected to mitigate inflation risks, contributing to a potential stabilization range of ₹92 to ₹93 per dollar for the currency.
Market resumes Diwali cheers: Sensex rises 107 points, Nifty ends near 25,050. Why Citi, HSBC are turning bullish?
Sensex and Nifty ended positively after recovering from early losses during the Muhurat Trading session. Nifty PSU Bank index rose significantly, while IT stocks declined, affecting overall market sentiment. Analysts from Citi and HSBC are optimistic about the future of Indian equities amid improving fundamentals. Investors are currently awaiting inflation data to gauge interest-rate trajectories and monitor crude oil prices.
NSE factor indices in 2026: Alpha holds firm as other factors falter in 2026 so far
Welcome to TrendMap, your guide to the performance of different investment segments. In this edition, we present a 10-year performance tracker of various factor-based investment strategies. This map shows that no single-factor strategy consistently outperforms, making a strong case for diversification. By Sameer Bhardwaj.
FIIs turn buyers in IT, telecom stocks in second half of October ahead of Diwali
Technology stocks in India are seeing increased interest from foreign institutional investors as Diwali approaches. After struggling in the first half of October, the IT and telecom sectors have gained attention. Foreign portfolio investors made significant net purchases of Indian equities in late October. This upward trend follows substantial selling earlier in the month. The shift highlights a renewed focus on technology investments within the Indian market.
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