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• Equity benchmark Nifty bounced back into positive territory, recovering more than half a percent from its intraday low, supported by short covering on the August series F&O expiry day. Bargain hunting at lower levels also aided sentiment as global markets advanced, led by a rebound in chipmakers, while easing bond yields provided additional support after Brent crude slipped below $90 a barrel. The Nifty gained 0.2%, or 41 points, to close at 24,260 after touching an intraday low of...

Market Round-up - 25th August 2026 by Motilal Oswal Wealth Management

Source: Motilal Oswal Wealth Management
2026-08-25 05:22:54 pm

• Equity benchmark Nifty ended marginally lower, closing near the 24,200 mark, as escalating geopolitical tensions and reports of the US considering fresh economic measures against Iran weighed on market sentiment. Persistent tensions in the Middle East, along with elevated crude oil prices, continued to keep investors cautious and limited risk appetite. Asian and European markets also traded lower ahead of Nvidia’s results and commentary from US Federal Reserve Chair Kevin Warsh a...

Market Round-up - 24th August 2026 by Motilal Oswal Wealth Management

Source: Motilal Oswal Wealth Management
2026-08-24 05:29:40 pm

CEO Track : Developer's Playbook: The Art of Delivering Quality with Scale by Mr. Vikas Oberoi Chairman & Managing Director, Oberoi Realty Ltd

Developer’s Playbook: The Art of Delivering Quality with Scale We hosted Mr. Vikas Oberoi, Chairman and Managing Director at Oberoi Realty (OBER), as part of our CEO track session at AGIC 2026. Here are the key takeaways of the session Scale and quality can coexist OBER aims to remain among the top players in existing micro-markets while simultaneously pursuing growth opportunities in NCR. The company is following a hub-and-spoke model, allowing it to leverage its established b...

CEO Track : Developer's Playbook: The Art of Delivering Quality with Scale by Mr. Vikas Oberoi Chairman & Managing Director, Oberoi Realty Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:57:58 pm

CEO Track : PLI to global leadership by Mr. Atul Lall VC & Managing Director, Dixon Technologies (India) Ltd

We hosted Mr. Atul Lal, MD and Vice Chairman of Dixon Technologies, as part of our CEO Track session at AGIC 2026. Here are the key takeaways of the session: Structural growth seen in electronics market India’s electronics manufacturing industry has expanded from around USD30b to nearly USD140b over the past 6-7 years, with EMS accounting for around USD40b. Dixon expects the Indian electronics manufacturing market to reach USD400-450b by FY29-30, with the EMS opportunity estimated...

CEO Track : PLI to global leadership by Mr. Atul Lall VC & Managing Director, Dixon Technologies (India) Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:48:22 pm

CEO Track : Building India's sovereign AI stack by Dr. Pratyush Kumar Co-founder, Sarvam AI

We hosted Dr. Pratyush, Co-Founder, Sarvam AI, as part of our CEO track session at AGIC 2026. Here are the key takeaways of the session Full-stack approach is central to Sarvam's strategy Sarvam is building a complete AI stack, from infrastructure and foundation models to enterprise applications. The company believes owning every layer allows it to capture a larger share of value rather than becoming only a low-margin AI infrastructure provider. It has already built a 100b-parameter...

CEO Track : Building India's sovereign AI stack by Dr. Pratyush Kumar Co-founder, Sarvam AI

Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:42:25 pm

CEO Track : Building scale with profitability by Mr. Vijay S Sharma Founder & CEO, One 97 Communications Ltd

We hosted a fireside chat with Mr. Vijay Shekhar Sharma, Founder & CEO of Paytm, as a part of CEO Track at AGIC 2026. Please find below the key insights from the session: Payments franchise: Trust, scale and digital adoption remain the core Paytm believes the future of money is increasingly digital and mobile-led, with the bank account being the underlying infrastructure and the transaction itself at the center of the ecosystem. Fintech is acting as an enabler of this shift, particu...

CEO Track : Building scale with profitability by Mr. Vijay S Sharma Founder & CEO, One 97 Communications Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:34:33 pm

CEO Track : From effort to outcomes: The AI-led shift by Mr. Mr. Sudhir Singh CEO & Executive Director, Coforge

We hosted Mr. Sudhir Singh, CEO of Coforge Ltd., as part of our CEO track session at AGIC 2026. Here are the key takeaways of the session: Enterprise autonomy is harder than the initial AI hype suggested Enterprise clients have moved beyond questioning the value of AI, with the key challenge now shifting to operationalizing intelligence at scale to drive tangible business outcomes. While falling token costs and rapidly improving models have made intelligence increasingly abundant, embed...

CEO Track : From effort to outcomes: The AI-led shift by Mr. Mr. Sudhir Singh CEO & Executive Director, Coforge

Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:25:14 pm

The Corner Office Interaction with the Mr. Sanjiv Bajaj, Chairman and Managing Director by Motilal Oswal Financial Services Ltd

Insurance comes home; multiple growth levers ahead We hosted the management of Bajaj Finserv (BJFIN), including Mr. Sanjiv Bajaj – Chairman and MD, for a non-deal roadshow in Singapore and Hong Kong. The management articulated its ambition of making BJFIN a financial-life-cycle partner for Indian consumers, supported by its large customer franchise, distribution and technology capabilities * The philosophy remains firmly centered on quality of growth over headline market share, wi...

The Corner Office Interaction with the Mr. Sanjiv Bajaj, Chairman and Managing Director by Motilal Oswal Financial Services Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:16:29 pm

Nifty 50 gained 2.17% in July, with broader indices also positive: Motilal Oswal Mutual Fund

According to Motilal Oswal Mutual Fund's Global Market snapshot report, the Nifty Next 50 gained 2.82% in July, recording the highest monthly gain among the indices. The Nifty 50 rose 2.17% over the month, while the Nifty 500 gained 2.02%. The Nifty Midcap 150 increased 1.60%, followed by the Nifty Smallcap 250, which rose 1.13%. The Nifty Microcap 250 recorded a gain of 0.14% over the mont...

Nifty 50 gained 2.17% in July, with broader indices also positive: Motilal Oswal Mutual Fund

Source: Motilal Oswal Financial services Ltd
2026-08-22 02:23:35 pm

• Equity benchmark Nifty rebounded after a seven-session losing streak, gaining over half a percent to close above the 24,200 mark, supported by a recovery in global markets. Easing US Treasury yields improved global risk sentiment, while fresh foreign fund inflows and encouraging quarterly earnings further strengthened market optimism. Additionally, bargain hunting emerged after the Nifty had declined nearly 2% over the previous seven trading sessions. • The Nifty advanced 153 p...

Market Round-up - 20th August 2026 by Motilal Oswal Wealth Management

Source: Motilal Oswal Wealth Management
2026-08-20 06:33:01 pm

• Equity benchmark indices continued their downward trend, with the Nifty extending losses for the seventh consecutive session—the longest losing streak since September 2025. Rising crude oil prices, which surged to a two-week high above $91 per barrel, weak global market cues, and escalating geopolitical tensions between the US and Iran weighed heavily on investor sentiment. Concerns intensified after Trump stated that the US is not engaged in any peace talks with Iran. • ...

Market Round-up - 19th August 2026 by Motilal Oswal Wealth Management

Source: Motilal Oswal Wealth Management Ltd
2026-08-19 05:11:58 pm

CEO Track : Redefining healthcare, one specialty at a time by Mr. Vikram Vuppala Founder Chairman & Managing Director, Nephrocare Health Services

We hosted Mr. Vikram Vuppala, Founder Chairman & Managing Director, Nephrocare Health Services, for a panel discussion as part of our CEO track session at AGIC 2025. Here are the key takeaways of the session: Industry perspective: Long runway driven by low organized penetration NephroPlus: Dialysis remains one of the most underpenetrated chronic-care segments, with only ~15% of patients requiring dialysis currently receiving treatment. Organized penetration stands at ~20%, with Neph...

CEO Track : Redefining healthcare, one specialty at a time by Mr. Vikram Vuppala Founder Chairman & Managing Director, Nephrocare Health Services

Source: Motilal Oswal Financial Services Ltd
2026-08-19 09:39:28 am

CEO Track : Focusing on innovation, digital channels, premiumization by Mr. Sunil A. D'Souza Managing Director & CEO, Tata Consumer Products Ltd

We hosted Mr. Sunil A. D’Souza, MD and CEO of Tata Consumer Products, as part of our CEO Track session at AGIC 2026. Here are the key takeaways of the session: Strategic transformation: Building a strong FMCG platform * After CY20, the company focused on building a strong FMCG engine anchored around quality products, wider availability, strong brands and innovation. * The company also developed a robust product funnel and scalable distribution network to efficiently launch and ...

CEO Track : Focusing on innovation, digital channels, premiumization by Mr. Sunil A. D'Souza Managing Director & CEO, Tata Consumer Products Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-19 09:25:47 am

CEO Track : Engineering growth across aerospace and beyond by Mr. Rajeev Kaul CO-Founder & Managing Director, Aequs Ltd

We hosted Mr. Rajeev Kaul, Co-founder & MD of Aequs, as part of our CEO Track session at AGIC 2026. Here are the key takeaways of the session: * About Aequs: In 2006-07, Mr. Aravind Melligeri entered the manufacturing segment in aerospace ecosystem and started QuEST Global Manufacturing (QGM) in Bengaluru. In 2014, QGM was rebranded as ‘Aequs’. Aequs is a diversified contract manufacturing company, operating manufacturing facilities in India, France, and the US. The company...

CEO Track : Engineering growth across aerospace and beyond by Mr. Rajeev Kaul CO-Founder & Managing Director, Aequs Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-19 09:09:33 am

• Equity benchmarks extended their losing streak for the sixth consecutive session, weighed down by a sharp rise in crude oil prices above the key $90 per barrel mark, weak global cues, and mounting concerns over escalating geopolitical tensions between the U.S. and Iran. The Nifty declined 132 points, or 0.5%, to close below the 24,200 level at 24,155, taking its cumulative loss over the past six trading sessions to more than 400 points, or 1.7%. • Sector-wise, Nifty IT and Real...

Market Round-up - 18th August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-08-18 05:29:25 pm

Nifty Technical Outlook NIFTY (CMP : 24287 ) Nifty immediate support is at 24150 then 24050 zone while resistance at 24450 then 24550 zones. Now if it crosses and holds above 24350 zones then upside could be seen towards 24450 then 24550 zones while support can be seen at 24150 then 24050 zones. Sensex Technical Outlook Sensex (CMP : 77728) Sensex support is at 77500 then 77300 zones while resistance at 78000 then 78300 zones. Now if it crosses and holds above 77800 zon...

Daily Market Insight - 18th August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-08-18 10:33:27 am

India Strategy : Earnings review 1QFY27: A picture-perfect quarter of broad-based performance with an earnings upgrade! by Motilal Oswal Financial services Ltd

* Corporate earnings 1QFY27 – a broad-based beat, with 19 sectors exceeding our expectations: The 1QFY27 corporate earnings season concluded on a strong note, demonstrating widespread outperformance across all key aggregates. The earnings growth and beat were led by Financials, Metals, Oil & Gas (ex-OMCs), and Automobiles as well as sectors such as Chemicals, Textiles, and Real Estate. OMCs expectedly dragged the overall aggregates. * MOFSL Universe (ex-OMCs) reports better-than-...

India Strategy : Earnings review 1QFY27: A picture-perfect quarter of broad-based performance with an earnings upgrade! by Motilal Oswal Financial services Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-18 09:01:36 am

• Equity benchmark indices declined for the fifth consecutive trading session, with the Sensex falling over 250 points and the Nifty closing below the 24,300 mark, weighed down by weakness in banking and IT stocks. Mixed global market trends, coupled with concerns over rising crude oil prices approaching $90 per barrel, weighed on market sentiment. Weak US retail sales data, expectations of a potential Fed rate hike, and escalating geopolitical tensions between the US and Iran further da...

Total AUM scales to a record high, reaching INR85.8t; equity inflows moderate � Motilal Oswal's Fund Folio Report

Source: Motilal Oswal Financial Services Ltd
2026-08-13 09:52:27 am

• Equity benchmark Nifty ended marginally lower, weighed down by escalating geopolitical tensions and a sharp rise in crude oil prices to nearly $90 per barrel. Market sentiment also remained cautious ahead of the release of key inflation data from both the US and India. Globally, European and Asian markets traded mixed ahead of the release of the US July inflation data, while oil prices advanced amid continued uncertainty over when the conflict with Iran would ease enough to ensure the ...

Market Round-up - 12th August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Management
2026-08-12 06:31:12 pm

• Equity benchmark Nifty declined over 100 points to close below the 24,500 mark, weighed down by a sharp rise in crude oil prices to nearly $90/bbl amid growing concerns over escalating tensions in the Middle East. Market sentiment remained cautious due to uncertainty surrounding the reopening of the Strait of Hormuz, rising geopolitical tensions between the US and Iran, and ahead of the release of US and India inflation data later this week. Nifty fell 112 points, or 0.5%, to close bel...

Market Round-up - 11th August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-08-11 05:46:11 pm

Market Outlook India Equities last month Indian equities extended their gains in Jul'26, with the Nifty50 rising 2.2% MoM to close at 24,384, crossing the 24,000 mark for the first time in five months. Broader markets continued to outperform, with the Nifty Smallcap 100 gaining 2.5% and the Nifty Midcap 100 advancing 1.8%, supported by better-than-expected earnings and resilient domestic fundamentals. Nifty50 trades at ~19x one-year forward P/E, 10% below its longterm average, while se...

MO Signature: Model Portfolio Update - Aug 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-08-11 12:16:14 pm

Key Highlights * Nifty extends gains in July; broader markets continue to outperform * 1QFY27 earnings surpass expectations, led by BFSI and Metals * Macro resilience and earnings strength reinforce positive outlook for FY27 Indian equities extended their gains in Jul'26, with the Nifty50 rising 2.2% MoM to close at 24,384, crossing the 24,000 mark for the first time in five months. Broader markets continued to outperform, with the Nifty Smallcap 100 gaining 2.5% and the Nifty...

MO Advisor - August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-08-11 11:30:31 am

Bank Nifty Bank Nifty started July on a positive note and tested the 58600 zone in the first half of the month. However it failed to sustain at higher levels and witnessed profit booking in the latter half dragging the index towards the 56000 mark. Support based buying emerged at lower levels, but follow up buying remained absent at higher zones resulting in the index closing marginally below the previous month's closing. On the monthly scale it formed a small bearish candle, suggestin...

MOSt Quantitative Outlook Monthly - 7th Aug'26 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-08-10 02:15:10 pm

India Strategy : The In and Out of FII flows: Sentiment finally turns around by Motilal Oswal Financial services Ltd

* Amid heightened global volatility, the Indian market has been trading in a tight range for the past 22 months. Although India underperformed global peers in CY26YTD, equities have rebounded from the Mar'26-May'26 lows, clocking gains for the second consecutive month. While the Mid- and Small-cap indices have scaled fresh all-time highs, the Nifty-50 remains ~5% below its Sep'24 peak, largely due to FIIs' sustained underweight position in Indian index heavyweights. * Since...

India Strategy : The In and Out of FII flows: Sentiment finally turns around by Motilal Oswal Financial services Ltd

Source: Motilal Oswal Financial Services Ltd Ltd
2026-08-09 10:26:26 am

• The benchmark Nifty ended marginally higher, closing above the 24,600 mark, supported by gains in heavyweight stocks such as Reliance Industries, SBI, Titan, and ICICI Bank. Defence and PSU banking stocks outperformed the broader market, while IT, auto, and metal stocks witnessed profit booking. Market breadth remained weak, with the Nifty 500 advance-decline ratio at 2:3, indicating selling pressure in mid- and small-cap stocks. On the weekly F&O expiry day, the Nifty gained 10 po...

Market Round-up - 6th August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Management
2026-08-06 05:34:46 pm

• The equity benchmark Nifty ended marginally higher, closing above the 24,600 mark, supported by the Reserve Bank of India's decision to maintain a neutral policy stance, a sharp decline in crude oil prices to a one-month low below $80 per barrel, growing optimism over a potential US-Iran peace agreement, and record-high closes in both the US and European markets. • As widely expected, the RBI kept the policy repo rate unchanged at 5.25%. The central bank also revised its FY...

Market Round-up - 5th August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Management
2026-08-05 05:30:47 pm

India’s top market cap rankings reshuffle meaningfully * Leadership among India's largest listed companies remained remarkably stable between Mar'23 and Mar'25, with Reliance Industries, HDFC Bank, and TCS consistently occupying the top three positions by market capitalization. * Bharti Airtel entered the top three, rising to 2nd place after recording the fastest growth in both market cap and ranking over the past five years. In contrast, TCS slipped to 6th and Infosys...

India Strategy : Earnings and FII flows anchor India as global tech retreats by Motilal Oswal Financial services Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-05 10:20:14 am

• The equity benchmark Nifty declined more than 0.5% to close below the 24,700 mark as investors booked profits amid rising concerns over a sharp increase in crude oil prices, which climbed nearly 3% to trade above $86 per barrel, weighing on overall market sentiment. Investors also remained cautious ahead of the RBI's monetary policy announcement scheduled for tomorrow. The Nifty fell 159 points, or 0.6%, to settle at 24,614. • The Nifty FMCG Index emerged as the worst-perfo...

Market Round-up - 4th August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Management
2026-08-04 05:42:30 pm

The Corner Office Interaction with the Mr. Ganesh Narayanan joined CREDAG in Jan�20 as the Chief Business Officer by Motilal Oswal Financial Services Ltd

Scaling rural retail: MFI as the funnel, retail as the growth engine We hosted the senior management of CreditAccess Grameen, represented by Mr. Ganesh Narayanan (MD & CEO) and Mr. Nilesh Dalvi (CFO), for investor meetings in Mumbai. CreditAccess Grameen (CREDAG) reiterated its confidence in delivering 20-25% AUM growth in FY27 and sustaining a 20%+ medium-term AUM CAGR, underpinned by the vast untapped rural credit opportunity and its aspiration to achieve INR500b AUM by CY2028. While...

The Corner Office Interaction with the Mr. Ganesh Narayanan joined CREDAG in Jan�20 as the Chief Business Officer by Motilal Oswal Financial Services Ltd

Source: Motilal Oswal Financial Services Ltd
2026-08-04 10:16:05 am

• Equity benchmark Nifty surged nearly 1.6% to end at a fresh five-month high of around the 24,800 mark, supported by a sharp decline in crude oil prices, sustained FII buying, and encouraging quarterly earnings. Brent crude prices have corrected more than 7% to below USD 84 per barrel amid reports of renewed US-Iran peace talks scheduled to begin today and OPEC+'s decision to raise oil production, easing concerns over global energy supplies. • Domestic macroeconomic indicators ...

Market Round-up - 3rd August 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Management
2026-08-03 06:28:47 pm

* In this report, we present our interim review of the 1QFY27 earnings season. * As of 31st Jul’26, 211/39 companies within the MOFSL Universe/Nifty have announced their 1QFY27 results. These companies constituted i) 70% and 76% of the estimated PAT for the MOFSL and Nifty Universe, respectively ii) 50% of India's market capitalization; and iii) 82% weightage in the Nifty. * The earnings of the aforesaid 211 MOFSL Universe companies inched up 2% YoY (vs. our est. of a 10...

India Strategy : OMCs temper Financials and Metal strength by Motilal Oswal Financial services Ltd

Source: Motilal Oswal Financial services Ltd
2026-08-02 12:35:03 pm

• Equity benchmark indices ended with modest gains, with the Nifty closing near the 24,400 mark, supported by strong buying in the Bajaj twins and auto stock. Sentiment was further boosted by Brent crude oil prices slipping below $90 per barrel, a rally in global equities, robust quarterly earnings, and sustained foreign institutional investor (FII) buying, with net inflows of nearly Rs 7,000 crore over the last two trading sessions. The Nifty gained 66 points, or 0.2%, to settle at 24,3...

Market Round-up - 31st July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-31 05:34:27 pm

FII & DII allocations in BFSI rise, while they moderate in global commodities * Flow dynamics – record DII inflows cushion continued FII outflows: A combination of geopolitical uncertainties, moderating earnings growth, and elevated valuations has kept FII sentiment toward India firmly negative, resulting in cumulative outflows of USD58b over the past 22 months since the Indian market peaked in Sep’24. However, record DII inflows of USD166b during the same period, along wit...

India Strategy : Ownership analysis - DII dominance deepens! by Motilal Oswal Financial services Ltd

Source: Motilal Oswal Financial services Ltd
2026-07-31 11:24:34 am

Nifty Technical Outlook NIFTY (CMP : 24317 ) Nifty immediate support is at 24250 then 24150 zone while resistance at 24500 then 24600 zones. Now it has to hold above 24300 zones for an up move towards 24500 then 24600 zones while support can be seen at 24250 then 24150 zones. Sensex Technical Outlook Sensex (CMP : 77928) Sensex support is at 77500 then 77200 zones while resistance at 78200 then 78500 zones. Now it has to hold above 77700 zones for an up move towards 782...

Daily Market Insight - 31st July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-31 09:30:47 am

• Equity benchmark indices ended marginally higher after a range-bound trading session, as investors remained cautious amid escalating geopolitical tensions between the US and Iran and a sharp rise in Brent crude oil prices above USD 91 per barrel. Market sentiment also remained subdued after the US Federal Reserve kept interest rates unchanged while maintaining a hawkish stance, with several policymakers signalling the possibility of another rate hike later this year. • Global m...

Market Round-up - 30th July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Management
2026-07-30 05:54:00 pm

Capital Market : Account Aggregator The next major digital public infrastructure By Motilal Oswal Financial Services Ltd

Unlocking the next phase of open finance * The account aggregator (AA) ecosystem has entered the next phase of commercialization, with cumulative consent requests rising to 493.5m as of Jun’26 from * Information Providers (FIPs), 1,076 live Financial Interface Users (FIUs) and ~314.5m linked accounts, making it one of the world's fastest-growing regulated Open Finance infrastructures. * While lending remains the largest use case (~62% of successful consents), adoption is br...

Capital Market : Account Aggregator The next major digital public infrastructure By Motilal Oswal Financial Services Ltd

Source: Motilal Oswal Financial Services Ltd
2026-07-30 10:32:27 am

• Equity benchmark indices rallied more than 1%, with the Nifty reclaiming the key psychological level of 24,000, supported by strong corporate earnings and robust June IIP data, which rose to a nearly two-year high and boosted investor sentiment. Market confidence was further strengthened by Brent crude prices remaining below USD 88 per barrel, steady monsoon progress, and a mixed but stable global market environment. • The rally was led by IT, pharma, metal, and Electronics Man...

Market Round-up - 29th July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Management
2026-07-29 06:12:46 pm

• Equity benchmark indices ended on a flat note on the July Nifty F&O expiry, as investors adopted a cautious stance ahead of further developments in the US-Iran peace talks, weakness in Asian markets, and the US Federal Reserve's interest rate decision scheduled for tomorrow. The Nifty slipped 10 points to close at 23,985. • Sectorally, metal, defence, and banking stocks were the major laggards. In contrast, IT stocks emerged as the top performers as investors shifted th...

Market Round-up - 28th July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-28 05:41:15 pm

Motilal Oswal Private Wealth suggests active management and raises allocations to Small & Mid-Caps

Motilal Oswal Private Wealth’s latest Alpha Strategist July 2026 report, titled “The Changing Formation”, highlights that several long-standing market relationships are undergoing change; a stronger US dollar is no longer weighing consistently on emerging markets, and US equity gains are broadening beyond a handful of large technology stocks. The most significant shift during June month had come from crude oil, which corrected sharply by around ...

Motilal Oswal Private Wealth suggests active management and raises allocations to Small & Mid-Caps

Source: Motilal Oswal private Wealth
2026-07-28 05:33:25 pm

• Equity benchmark indices staged a strong rebound after a five days losing streak, with the Sensex surging over 800 points and the Nifty closing near the 24,000 mark. The rally was driven by a sharp correction in crude oil prices, which fell nearly 10% to below $88 per barrel, along with broad-based gains in global equity markets. • Investor sentiment improved significantly after a temporary pause in hostilities between the US and Iran, raising hopes of further progress in peace...

Market Round-up - 27th July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-28 09:01:05 am

Nifty Technical Outlook NIFTY (CMP : 23768 ) Nifty immediate support is at 23700 then 23600 zone while resistance at 24000 then 24100 zones. Now it has to hold above 23800 zones for an up move towards 24000 then 24100 zones while support can be seen at 23700 then 23600 zones. Sensex Technical Outlook Sensex (CMP : 76059) Sensex support is at 75700 then 75500 zones while resistance at 76500 then 76800 zones. Now it has to hold above 76200 zones for a bounce towards 76500...

Daily Market Insight - 27th July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-27 09:48:33 am

• The benchmark Nifty index extended its losing streak for the fifth consecutive session as investor sentiment remained under pressure amid a sharp rise in Brent crude oil prices to a two-month high, weakness across global markets, and escalating geopolitical tensions in the Middle East. However, the market staged a strong intraday recovery, with the Nifty rebounding more than 0.5% from its day's low during afternoon trade. • The recovery was supported by a sharp pullback in ...

Market Round-up - 24th July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-24 05:48:08 pm

Nifty Technical Outlook NIFTY (CMP : 23869 ) Nifty immediate support is at 23600 then 23500 zone while resistance at 23900 then 24000 zones. Now if it holds below 23800 zones, weakness could be seen towards 23600 then 23500 levels while on the upside hurdle can be seen at 23900 then 24000 zones. Sensex Technical Outlook Sensex (CMP : 76391) Sensex support is at 75500 then 75000 zones while resistance at 76500 then 76700 zones. Now if it holds below 76000 zones, weakness...

Daily Market Insight - 24th July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-24 09:46:58 am

• The benchmark Nifty index ended marginally lower as investors booked profits amid rising concerns over escalating geopolitical tensions in the Middle East and a sharp rise in crude oil prices, which touched a one-month high of around $90 per barrel, dampening market sentiment. The Nifty slipped 51 points, or 0.2%, to close at 24,187, weighed down by losses in heavyweight stocks including HDFC Bank, Reliance Industries, TCS, Infosys, and SBI. In contrast, the broader market continued to...

Market Round-up - 21st July 2026 by Motilal Oswal Wealth Mangement

Source: Motilal Oswal Wealth Mangement
2026-07-21 05:31:10 pm

Research Center

Stock Ideas

Market Round-up - 25th August 2026 by Motilal Oswal Wealth Management

Market Round-up - 24th August 2026 by Motilal Oswal Wealth Management

CEO Track : Developer's Playbook: The Art of Delivering Quality with Scale by Mr. Vikas Oberoi Chairman & Managing Director, Oberoi Realty Ltd

CEO Track : PLI to global leadership by Mr. Atul Lall VC & Managing Director, Dixon Technologies (India) Ltd

CEO Track : Building India's sovereign AI stack by Dr. Pratyush Kumar Co-founder, Sarvam AI

CEO Track : Building scale with profitability by Mr. Vijay S Sharma Founder & CEO, One 97 Communications Ltd

CEO Track : From effort to outcomes: The AI-led shift by Mr. Mr. Sudhir Singh CEO & Executive Director, Coforge

The Corner Office Interaction with the Mr. Sanjiv Bajaj, Chairman and Managing Director by Motilal Oswal Financial Services Ltd

Nifty 50 gained 2.17% in July, with broader indices also positive: Motilal Oswal Mutual Fund

Market Round-up - 20th August 2026 by Motilal Oswal Wealth Management

Market Round-up - 19th August 2026 by Motilal Oswal Wealth Management

CEO Track : Redefining healthcare, one specialty at a time by Mr. Vikram Vuppala Founder Chairman & Managing Director, Nephrocare Health Services

CEO Track : Focusing on innovation, digital channels, premiumization by Mr. Sunil A. D'Souza Managing Director & CEO, Tata Consumer Products Ltd

CEO Track : Engineering growth across aerospace and beyond by Mr. Rajeev Kaul CO-Founder & Managing Director, Aequs Ltd

Market Round-up - 18th August 2026 by Motilal Oswal Wealth Mangement

Daily Market Insight - 18th August 2026 by Motilal Oswal Wealth Mangement

India Strategy : Earnings review 1QFY27: A picture-perfect quarter of broad-based performance with an earnings upgrade! by Motilal Oswal Financial services Ltd

Market Round-up - 17th August 2026 by Motilal Oswal Wealth Mangement

Daily Market Insight - 17th August 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 14th August 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 13th August 2026 by Motilal Oswal Wealth Mangement

Total AUM scales to a record high, reaching INR85.8t; equity inflows moderate � Motilal Oswal's Fund Folio Report

Market Round-up - 12th August 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 11th August 2026 by Motilal Oswal Wealth Mangement

MO Signature: Model Portfolio Update - Aug 2026 by Motilal Oswal Wealth Mangement

MO Advisor - August 2026 by Motilal Oswal Wealth Mangement

MOSt Quantitative Outlook Monthly - 7th Aug'26 by Motilal Oswal Wealth Mangement

India Strategy : The In and Out of FII flows: Sentiment finally turns around by Motilal Oswal Financial services Ltd

Market Round-up - 6th August 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 5th August 2026 by Motilal Oswal Wealth Mangement

India Strategy : Earnings and FII flows anchor India as global tech retreats by Motilal Oswal Financial services Ltd

Market Round-up - 4th August 2026 by Motilal Oswal Wealth Mangement

The Corner Office Interaction with the Mr. Ganesh Narayanan joined CREDAG in Jan�20 as the Chief Business Officer by Motilal Oswal Financial Services Ltd

Market Round-up - 3rd August 2026 by Motilal Oswal Wealth Mangement

India Strategy : OMCs temper Financials and Metal strength by Motilal Oswal Financial services Ltd

Market Round-up - 31st July 2026 by Motilal Oswal Wealth Mangement

India Strategy : Ownership analysis - DII dominance deepens! by Motilal Oswal Financial services Ltd

Daily Market Insight - 31st July 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 30th July 2026 by Motilal Oswal Wealth Mangement

Capital Market : Account Aggregator The next major digital public infrastructure By Motilal Oswal Financial Services Ltd

Market Round-up - 29th July 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 28th July 2026 by Motilal Oswal Wealth Mangement

Motilal Oswal Private Wealth suggests active management and raises allocations to Small & Mid-Caps

Market Round-up - 27th July 2026 by Motilal Oswal Wealth Mangement

Daily Market Insight - 27th July 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 24th July 2026 by Motilal Oswal Wealth Mangement

Daily Market Insight - 24th July 2026 by Motilal Oswal Wealth Mangement

Market Round-up - 21st July 2026 by Motilal Oswal Wealth Mangement