EQUITY TRADING
Jefferies sees large caps benefiting from FPI revival; Reliance, HDFC Bank, Axis Bank among potential beneficiaries
Jefferies expects largecap stocks to benefit more directly from a potential revival in foreign portfolio investor (FPI) flows into Indian equities. The brokerage has identified 12 potential beneficiaries, including Reliance Industries, HDFC Bank, Axis Bank and Kotak Mahindra Bank, amid improving foreign flows and relatively reasonable valuations in the segment.
Trump administration's embrace of "perp" futures sets off risk alarms for Wall Street stalwarts
The decision by the Trump administration to launch perpetual futures has sparked significant worry among market stakeholders. Leaders from established exchanges contend that these offerings might disrupt existing market dynamics and risk assessment practices. They claim that perpetual futures ought to be categorized as swaps due to their unique trading characteristics. Moreover, ongoing trading raises alarm about liquidity and counterparty risk, especially in turbulent market conditions.
Wall St brokerages say AI selloff overdone, downplay Democrat regulation risks
Wall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme regulation of data center developments under a Democrat-controlled Congress are unlikely to play out.
FIIs extend buying momentum on Dalal Street with Rs 7,212 crore inflows; DIIs continue equity sell-off
Foreign institutional investors recorded significant net purchases of Indian equities on November 9. Domestic institutional investors continued their trend of selling equities, resulting in a notable outflow. Both Sensex and Nifty indices finished higher despite volatile trading during the session. Analysts attributed positive market sentiment to better-than-expected corporate earnings and easing geopolitical concerns. Investors are currently awaiting key inflation data from India and the US for further insights.
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.
Citi bullish on Indian equities, sees Nifty at 28,000 by end-2027
Citi Research projects that India's benchmark Nifty 50 index could hit 28,000 points by the end of 2027. This forecast is based on strong earnings prospects and falling oil prices. Recent foreign portfolio investor activity has contributed significantly to the positive sentiment in the equity market. Additionally, lower oil prices could improve macroeconomic conditions and reduce inflation rates in India.
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Bumper returns is the call! How can investors make money in Samvat 2083 after a year of stagnation?
After a rough year marked by heavy FPI outflows, geopolitical tensions and soaring crude prices, Indian equities staged a sharp pre-Diwali recovery. Easing oil prices, renewed foreign buying and improving corporate earnings have revived hopes for Samvat 2083. However, concerns over midcap and smallcap valuations, global uncertainty and uneven earnings growth could make the recovery challenging.
Gold's short-term volatility contrasts with long-term bullishness
Recently, gold prices have leveled out at approximately $4,000 an ounce after experiencing notable volatility throughout the year. This stabilization has attracted increased investor interest, spurred by central bank acquisitions amid economic unpredictability. Moreover, demand for gold jewelry has seen a significant uptick in regions like India and China, thanks to decreased prices.
Sensex & Nifty fall in Muhurat trade for first time since 2017
Indian equities experienced a slight decline during the Diwali Muhurat trading session for the first time since 2017. The Sensex ended at 80,999.40, down 28.62 points, and the Nifty closed at 24,986.40, shedding 43.95 points. Despite the drop, market sentiment has recently shown signs of improvement, particularly with foreign investors becoming buyers again.
Lower crude, global stability to drive market growth in new Samvat: ANMI President Kamlesh Shroff
India's macroeconomic environment is poised for robust growth, projected at over seven percent, bolstering equity markets. With falling crude oil prices, the rupee may strengthen, drawing foreign investors. Retail and domestic institutional investors are actively engaging despite foreign investor withdrawal. Clarity from recent US elections is predicted to alleviate geopolitical tensions, boosting business confidence and anticipation of renewed foreign investment in Indian markets.
Market may deliver bumper returns by next Diwali as valuations and earnings align, says Raamdeo Agrawal
Indian equities enter Samvat 2083 on a strong note, with Nifty surging 8.6% last week and reclaiming 25,000. Motilal Oswal Chairman Raamdeo Agarwal cites improving earnings, ₹45,970 crore in FPI inflows, stable currency and easing global pressures as potential drivers.
Will Nifty's winning streak light up Muhurat trading? Check strategy and stock picks for festive gains
Muhurat Trading Stock picks 2026: Indian equities are experiencing a significant rally ahead of the Diwali Muhurat trading session on November 8. Analysts are highlighting opportunities in sectors such as banking, automobiles, pharmaceuticals, and largecap stocks. The recent surge in the Nifty marks a substantial recovery after a challenging financial year. Investors are advised to adopt a long-term investment strategy during the ceremonial trading session.
FIIs pump Rs 45,960 crore into Indian stocks in a week; is the tide finally turning for Dalal Street?
Foreign institutional investors poured a net Rs 45,960 crore into Indian equities in one week, reversing October’s outflows and fuelling a sharp market rally. Improving earnings, attractive valuations and global AI stock corrections are driving renewed interest. However, sustainability of inflows, crude prices and geopolitical risks remain key concerns.
NSE overhauls closing price discovery, changes F&O expiry settlement rules from December 7
The NSE has announced changes to the Closing Auction Session (CAS) in the equity cash segment and trading rules in the equity derivatives segment, effective December 7, 2026. In two circulars issued on November 6.
D-Street just 5% away from highs with a 10% bounce from lows
The rupee has shown a significant recovery, closing at 93.90 this week, its best level since April. Recent drops in oil prices have alleviated inflation concerns and supported the local currency. Simultaneously, foreign portfolio investors have made substantial net purchases in Indian equities, contributing to market stability. Indian equity indices have also rallied over 10% from recent lows, showing strong earnings.
Diwali 2026 wealth creators: 8 BSE 500 stocks shrug off market weakness, deliver up to 191% returns; do you own any?
Eight BSE 500 stocks more than doubled investors’ wealth since Diwali 2025, led by Aditya Infotech, HFCL and Welspun Corp. As Samvat 2083 begins, brokerages expect earnings-led growth, favouring selective investments across banking, manufacturing, consumption, exports and technology amid valuation concerns.
Rupee finally bounces back, closes at 93.90 on Friday, after hitting nearly 97/$ in May and Oct
The rupee emerged as Asia's best-performing currency this week, strengthening to 93.90 against the dollar. Falling crude oil prices, nearly $4 billion in foreign equity inflows, short covering and improved investor sentiment supported its recovery.
US stocks today: Nasdaq rebounds from tech rout but extends weekly losing streak to four weeks
US stocks rebound as chipmakers recover from Thursday's steep selloff, but the Nasdaq records its fourth consecutive weekly decline. Nvidia, AMD and Sandisk lead technology gains as investors reassess AI investment concerns. Strong October jobs data also revive December Fed rate hike bets, adding another challenge for Wall Street.
FIIs step up India buying, pour Rs 13,750 crore on Friday; total buying hits Rs 53,154 crore in 14 days
Foreign institutional investors bought Rs 13,750 crore worth of Indian equities on November 6, extending their buying streak to 14 sessions. Cumulative inflows reached Rs 53,154 crore, lifting benchmark indices despite continued domestic institutional selling.
Bitcoin falls over 5% in a day to $76,000 as US tech and AI stock selloff triggers fresh crypto market weakness
Bitcoin plunged over 5% to $76,006 as weakness in US technology stocks triggered widespread crypto selling. More than $1.1 billion in leveraged positions were liquidated, intensifying bearish sentiment across major cryptocurrencies.
What Is Muhurat Trading? Why India's Stock Market Opens for Just One Hour on Diwali
Muhurat Trading is a special stock market session conducted every year on Diwali by the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE). Considered an auspicious time to begin investments, the session brings together India's traditional business customs and modern stock market practices. But why do investors trade for just one hour, and what makes this Diwali session different from regular market hours?
Indian rupee strengthens past 94/$ as oil slides, foreign inflows return
The Indian rupee strengthened past 94 per dollar after regaining appeal among emerging-market currencies recently. Significant foreign inflows into Indian equities and a sharp fall in oil prices are key factors. Analysts suggest India's equity markets may attract global investments as concerns about AI infrastructure spending grow. The Reserve Bank of India announced measures to support the rupee against maintaining fluctuations.
Rupee falls 9 paise to 94.50 against US dollar in early trade
In early trading on Friday, the rupee slipped by 9 paise to reach 94.50 against the US dollar, driven by a robust dollar and surging crude oil prices. After a brief bounce-back, it peaked at 94.36. The domestic equity market exhibited mixed performance, with Sensex rising yet Nifty falling. Notably, Foreign Institutional Investors remained active, purchasing substantial equities, bolstering market optimism.
Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global rout
A global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are showing relative resilience as investors rotate away from crowded AI trades. Market experts believe India's lower exposure to the AI boom, attractive large-cap valuations and renewed foreign inflows could help it weather the global rout.
Sensex stages biggest rally since April as FIIs turn aggressive buyers
Foreign institutional investors significantly increased their purchases of Indian stocks, leading to substantial market gains. The BSE Sensex rose by 2,008.61 points, achieving its biggest jump since April. Easing crude oil prices contributed to reduced inflation expectations and improved India's macroeconomic outlook. Positive global cues, including gains in US markets, further supported investor sentiment and market performance.
When Stocks Dampen Festive Cheer, Can Bonds Keep the Celebrations Going?
Investors in India are navigating a challenging landscape as the equity markets descend into significant losses. Selling off assets at this juncture could incur financial damage, yet deferring such decisions may hinder urgent expenses. By maintaining fixed-income portfolios, investors can secure consistent cash flow to address short-term needs. To enhance portfolio resilience, diversifying between stocks and bonds becomes vital for achieving growth while safeguarding capital for future endeavors.
Foreign buying, softer crude lift Dalal Street; Sensex closes above 77,300
Following the US midterm elections, Indian investors are buoyed by hopes of decreased global trade tensions. The Sensex surged by 383.55 points, closing at 77,301.40, while the Nifty increased by 149.75 points to end at 23,960.60, highlighting a significant rebound for the indices. Analysts believe reduced geopolitical risks could enhance India's economic prospects, despite a mixed performance in Asian markets regarding US investments in AI.
Rupee rises 14 paise to 94.61 against Us dollar in early trade
In early trade, the rupee appreciated by 14 paise, reaching 94.61 against the US dollar. This upswing was fueled by declining crude oil prices and a weaker US dollar. Additionally, the inflow of foreign funds and a buoyant equities market bolstered the rupee's strength. During this period, the Sensex increased by 435.10 points, while the Nifty rose by 115.
Rupee rises 12 paise to 94.72 against US dollar in early trade
The rupee rose by 12 paise to 94.72 against the US dollar in early trading on Tuesday. This increase was driven by declining crude oil prices and foreign fund inflows into domestic equities. The dollar index recorded a slight increase, reflecting cautious investor sentiment amid upcoming midterm elections in the US. In the domestic equity market, the Sensex and Nifty both experienced significant gains.
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