More than Rs 2 lakh crore was wiped off from the overall investor wealth
On the macro front, market participants will closely watch the FY'15 fiscal deficit target
New investors or those with lower-than-planned exposure should add US-oriented funds through SIPs.
Foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities in February, marking the highest monthly inflow in 17 months, driven by factors such as the interim India-US trade deal, correction in domestic market valuations, and strong corporate earnings.
India's $280-billion IT industry heads into 2026, balancing visa-related headwinds and global trade uncertainty against its biggest-ever push into artificial intelligence and the rapid expansion of global capability centres (GCCs). Heightened scrutiny of the US H-1B visa programme - including a proposed $100,000 fee for new visas and concerns over a potential 25 per cent outsourcing tax - has complicated cross-border delivery for Indian firms, even as companies accelerate efforts to reduce reliance on onsite staffing.
'Oil is still well below its all-time highs, and the world is gradually running out of known reserves.'
The market meltdown triggered by the US debt downgrade continued with full force on Tuesday too as the Indian stock markets tanked again.
External Affairs Minister S Jaishankar discussed the West Asia conflict and its impact on energy supplies with his Russian counterpart Sergey Lavrov and EU's Foreign Policy chief Kaja Kallas.
Households should moderate large discretionary expenses for the time being.
'They should prioritise essential spending. They should maintain an emergency fund covering 6 to 12 months of expenses.'
"Death is better for us than your beatings. That is why we are committing suicide... Sorry Papa."
The strong domestic flow offset selling by foreign portfolio investors who pulled out $23.3 billion (Rs 2.03 trillion) from domestic equity markets in CY25.
Consumers and commodities are his favourite sectors at the moment.
Analysts predict India will face oil price volatility and macroeconomic effects due to the escalating Iran crisis, though the country's oil supply chain is not yet structurally insecure.
Equity benchmarks face a key test as investors weigh consumption revival hopes against tariff pressures and weak earnings. Amidst this, HSBC has outlined tailwinds and risks that could cap gains.
The net worth of India's richest man, Mukesh Ambani, dropped 28 per cent, or USD 300 million a day for two months to USD 48 billion as on March 31 due to the massive correction in stock markets, a report said on Monday. The chairman and managing director of the diversified Reliance Industries saw his wealth decline by USD 19 billion (app Rs 144,400 crores) in the February-March period, taking his global ranking down eight places to 17th, the Hurun Global Rich List said.
Among the Sensex shares, Infosys, Tata Motors, Axis Bank, Adani Ports, Mahindra & Mahindra, HDFC Bank, Larsen & Toubro, Tata Steel, BEL and Power Grid were among the lead gainers. Kotak Mahindra Bank, ICICI Bank, Bharti Airtel, Asian Paints, Bajaj Finserv, and Titan were the among the laggards.
Equity market investors would track global trends, foreign fund movement and quarterly earnings in a holiday-shortened week ahead, analysts said. Stock exchanges BSE and NSE will conduct a special Muhurat trading session on Tuesday, October 21.
Stock market regulator Sebi's board on Friday cleared significant reforms, focusing on IPO regulations, simplified entry for foreign investors, and a new framework for anchor investors in public issues.
We are at the cusp of something big today and retail investors need to wake up and participate early to make the most of it.
The domestic stock market will continue to monitor the Israel-Iran conflict and its impact on global supplies besides prices of crude oil this week, analysts said. Global trends and trading activity of foreign investors would also drive investors' sentiment during the week.
The longest winning streak was the six years between 2002-2007 when the Nifty moved from around 1,000 to over 6,000.
The BSE Smallcap index hit an over eight-month low of 47,627.96, falling 3 per cent in Tuesday's intraday trade amid selling pressure due to ongoing tariff-related concerns and rising geopolitical tensions.
The US has temporarily permitted India to accept Russian oil already on ships to ensure energy supplies amid the conflict with Iran. This short-term measure is not expected to significantly benefit Russia financially.
Government needs to rationalise taxation policies to promote investments through stock markets, says BSE chief.
'I expect IT stocks to trade lower for some time. They are unlikely to make money for investors.'
Trading activity of foreign investors and global trends will be the major driving factors for the equity markets in a holiday-shortened week ahead, according to analysts. Leading stock exchanges BSE and NSE have declared a trading holiday on November 20 for assembly elections in Maharashtra. Elections to the 288-member state legislative assembly will be held on November 20, and votes will be counted on November 23.
India VIX has been mirroring the CBOE Volatility Index.
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The broader consensus was that the Fed would cut the monthly stimulus of $85 billion by $10-15 billion.
Prime Minister Narendra Modi convened the Cabinet Committee on Security to address the impact of the West Asia conflict on Indian citizens, focusing on safeguarding them from the conflict's effects and ensuring the smooth flow of essential supplies.
'Our diplomacy should have been focused on preventing war and avoiding the inevitable disruptions it would cause, posing a real risk to India's growth story,' asserts former foreign secretary Shyam Saran.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
India continues to face LPG supply challenges for the third consecutive week due to disruptions caused by the West Asia conflict, though panic buying is showing signs of easing. The government is prioritising domestic household supplies and encouraging alternative fuel sources.
In an eventful week ahead, stock market investors will take cues from major events like the US Federal Reserve's interest rate decision, the upcoming Union Budget and Q3 earnings, analysts said.
The big question is whether Trump is any longer in command of the situation. For all practical purposes, the war seems set to cascade as the US is preparing for a potential ground operation in Iran and threatens to destroy 'bridges next, then electric power plants', points out Ambassador M K Bhadrakumar.
'The universe of PSU stocks is huge and diverse.' 'Investors should bet on specific sectors and stocks from the basket as most of them may continue to consolidate after years of outperformance.'
Market sentiment is likely to remain cautious as investors position themselves for the upcoming Union Budget and the US Fed's interest rate decision, where expectations are muted.
Despite international crude oil rates crossing USD 100 per barrel due to Middle East tensions, the Indian government plans to maintain current petrol and diesel prices, ensuring uninterrupted fuel supply across the country.
'The frenzy for gold is primarily due to the uncertainty surrounding the tariff war.'
'Is it advisable to have more number of scrips in small quantities or a few scrips in big quantities?'
Following a ban on real-money gaming, Dream Sports, the parent company of Dream11, is strategically expanding its portfolio across 11 companies, including a new venture into wealth management and stockbroking, with a focus on serving a mass user base through AI-first solutions, cofounder Harsh Jain confirmed.
