Valuations
With such heavy supply, you can’t expect a runway market, says Axis Mutual Fund’s Ashish Gupta
Ashish Gupta, CIO of Axis Mutual Fund, notes that between a massive IPO pipeline and nearly $30 billion in the unlocking of pre-IPO stakes, the sheer volume of equity supply is curbing market returns.
9 min read9 Dec 2025Big earnings, bigger valuations — How to approach mid-cap stocks now as index at record?
Mid-cap companies under Motilal Oswal’s coverage have now clocked their fourth consecutive quarter of standout performance, posting a robust 34% YoY earnings growth, far exceeding expectations of 23%.
3 min read25 Nov 2025Global brokerages turn bullish on India as sentiment shifts — Is Dalal Street poised for a revival?
Major global brokerages have upgraded India's stock market outlook, citing signs of earnings revival and government reforms. While the Sensex has underperformed, analysts predict a turnaround could occur as AI trade weakens and corporate earnings improve.
3 min read20 Nov 2025With stock picks shrinking, fund-laden MFs turn to IPOs
Mutual funds are increasingly investing in IPOs, with a 38% rise in investments this year. The shift is driven by sluggish secondary markets and a desire for better returns, despite high valuations. Concerns arise over MFs exiting investments shortly after IPOs, questioning their long-term strategy.
6 min read17 Nov 2025Valuations, earnings in India better than other EMs, says Manish Gunwani of Bandhan AMC
Selective small-caps have the potential to grow much faster than large-caps, offering fund managers maximum potential for generating alpha through active stock selection, says Gunwani.
8 min read10 Nov 2025Asia chipmaking stock selloff erases $500 billion in market cap as fears loom over valuations
The Asian semiconductor stocks selloff erases $500 billion in market capitalisation (M-Cap) as concerns over lofty valuations loomed over the stock market investors. Shares of suppliers to Nvidia Corp. took a hit on Wednesday.
2 min read5 Nov 2025FPIs return to Indian stock market after 3 months with $1.6 billion inflows: Will the momentum last?
FPI buying in October renewed bullish sentiment in the Indian equity market, with net purchases of $1.65 billion. Analysts caution that sustained interest depends on macro stability, earnings growth, and trade discussions, particularly between the US and China, amidst ongoing global risks.
4 min read1 Nov 2025Lenskart IPO valuation pegged at ₹70,000 crore: How much upside can be expected at 260x PE? Explained
Analysts said that Lenskart IPO valuation reflects strong expectations of future growth and margin expansion rather than current earnings. Therefore, many brokerages have a ‘Neutral’ to ‘Subscribe for long-term’ ratings.
3 min read1 Nov 2025Markets look toppy, gold looks tired—here’s how to stay invested smartly
Experts warn of a correction in equities and gold amid stretched valuations and AI-driven growth in the US. But for long-term investors, staying the course may still be the best bet.
3 min read29 Oct 2025InCred Equities turns bullish on Indian stock market; raises Nifty 50 Dec 2026 target to 28,433
InCred Equities upgraded its Nifty 50 target to 28,433, citing easing valuations and signs of domestic consumption revival. The brokerage anticipates a 40% chance of bullish outcomes for FY26F, following recent government policies aimed at stimulating growth and improving consumer sentiment.
3 min read20 Oct 2025Wait for it…
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