Markets

FPIs pull out over ₹35,000 cr in Indian stocks in Sept: Why SEBI’s easier access reforms alone may not help

• FPIs withdrew ₹35,860 crore from Indian equities in September
• They had invested ₹20,200 crore in July and ₹29,630 crore in August
• Foreign outflows can pressure Indian equities, particularly stocks reliant on overseas portfolio flows

Dalal Street Week Ahead: Oversold Nifty may rebound as volatility stays high

• The Nifty modestly breached its 200-week moving average as its technical structure weakened
• The outlook points to a possible rebound in oversold Nifty, with volatility remaining high
• Volatility and a possible rebound matter for Indian equity investors, especially index-linked funds and traders

After Sept, bond yields to peak in Oct too? Experts decode future of Indian bond market; RBI's next move holds key

• Shorter-tenure corporate bonds may offer better risk-reward opportunities
• Dynamic bond funds offer flexibility across risk profiles; the RBI’s next move remains key
• Bond yields and RBI policy shape returns for Indian bond investors and bank portfolios

Bleak Winter! Why analysts are hinting at painful October even after 8 weeks of Nifty correction?

• US yields above 5%, a firm dollar, higher crude prices and rupee weakness weigh on India
• Higher crude and a weaker rupee pressure Indian importers and raise inflation risks for rate-sensitive sectors

Luxury Stocks Are Selling at Fast-Fashion Prices

• Trends that made luxury companies such as LVMH strong investments over 20 years are fading

How the French Bond Trade Backfired on Investors

• Hedge funds made leveraged French bond bets over the summer, expecting political conditions to remain stable

Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIO

• The CIO characterises the market decline as a cyclical correction, not a deeper earnings reset
• Near-term uncertainties include energy price volatility, geopolitical tensions and AI-led impacts

Rising gilt yields attract retail investors hunting for tax-efficient assets

• 30-year gilt yields are above 6% for the first time since 1998

Concurrent Losers: 14 midcap stocks decline for 5 consecutive sessions

• Sensex fell 2.27%, or 1,671 points, to 71,909 over five sessions ended October 1
• The extended sell-off signals pressure across Indian equities, including midcap stocks

Is October a market crash month? 1929 crash to Black Monday 1987 - Why October scares equities, stocks investors

• Indian stocks began October with eight consecutive weekly losses, their longest streak in 25 years
• The report cites the 1929 crash and Black Monday 1987 among October market crashes
• October volatility could weigh on Indian equities, including Nifty and Sensex stocks

Large caps face investor apathy, mid and small caps fuel euphoria

• Investor sentiment towards large-cap stocks is currently apathetic, despite improved valuations in the market
• Retail investors are increasingly enthusiastic about mid- and small-cap stocks
• Retail-led enthusiasm in mid- and small-caps raises volatility risk for Indian investors in these stocks

More than half of mid-to-large cap companies fail to deliver returns in 2026

• More than half of Indian mid-to-large companies with market caps above ₹1,000 crore have lost value in 2026
• Eight companies have experienced…

Warsh’s Top Fed Deputies Step in to Give Markets a Clear Message

AI Is Squeezing Out the Rest of the Stock Market

• Stocks outside tech may struggle as AI narrows market gains
• Earnings may expand more slowly, while credit-risk concerns grow

Tracking the outliers: 10 stocks zoom ahead amid weak and volatile markets

• Just about 38% of BSE 500 stocks delivered positive returns in the past year

Nifty earnings lag GDP growth and weighing on equities, shows data

• Nifty and Sensex ended September lower despite GDP growth of 7.8 per cent
• Rising US Treasury yields and lagging earnings weighed on equities
• Weak earnings pressure Indian equities, while rising US yields can weigh on rate-sensitive stocks

Treasuries are losing their moneyness

• The report argues US Treasuries may be losing their long-standing role as both securities and money

US Stock Market Today: Nasdaq Jumps 1%, Dow Up 300 Points As Yields Retreat After Weak Jobs Data

• Nasdaq Composite advanced 1.24%
• S&P 500 surged 0.82%, while the Dow Jones Industrial Average rose 0.61%

Global Credit Market Starts to Sputter as Jumbo Deals Drag

Steel sector eyes stronger quarters as demand and realisations improve

• Low inventories, stronger seasonal demand and firm prices could support steel makers
• Raw material costs and domestic supply-demand trends remain key factors
• Improving demand and realisations may support Indian steelmakers, while input costs remain a risk

Sleepless on Wall Street: All-night stock exchanges coming soon

• US equity exchanges will add an overnight session from 9 p.m. to 4 a.m. starting December 6
• The extended hours aim to cater to growing demand for overnight trading

Global equity funds attract $34.76 billion for a second straight week

• Global equity funds drew $34.76 billion in the week through September 30
• Inflows continued for a second straight week amid optimism around AI investment

Wall St set to open higher as jobs data dampens rate hike odds, yields fall

Nifty slips below 22,500 as Sensex sheds 571 points; breakdown below 22,000 flagged

• Nifty 50 may break below 22,000, with no government commentary after successive market crashes
• Sensex shed 571 points as Nifty fell below 22,500
• The sell-off weighs on Indian equities, including large-cap and domestic-market stocks

Friday's rally in the S&P 500 might not be enough, but Linde is out of this world

• The Homestretch update says Friday’s S&P 500 rally might not be enough

How much higher can bond yields rise — and what does it mean for stocks?

• The report asks how much further bond yields can rise and what that could mean for stocks

Equities post eighth straight weekly loss as global headwinds intensify

• Sensex fell 570.59 points, or 0.79%, to 71,909.70
• Nifty 50 fell 198.50 points as equities posted an eighth straight weekly loss

GECE.M3 - | Stock Price & Latest News

Jim Cramer's top 10 things to watch in the stock market Friday

• The September jobs report was described as what stock market bulls needed

Dow Jones| Nasdaq | US Stock Market Today | Live: US stock futures rise as oil eases ahead of jobs report

Foreign investors sell over ₹3 lakh crore of Indian equities in nine months

• FPIs withdrew more than ₹3 lakh crore from Indian equities in nine months
• September outflows were ₹35,860 crore; another report puts 2026 withdrawals at ₹2.69 lakh crore
• FII selling neared ₹35,000 crore in four sessions, while DII buying cushioned the market
• Sustained foreign selling pressures Indian equities, while domestic institutional buying provides some support