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Foreign investors continued their significant sell-off in Indian equities, offloading Rs 48,213 crore in April alone. Despite this trend, domestic markets ended Friday with strong gains, buoyed by buying from local institutional investors. Market direction hinges on upcoming US-Iran peace talks, which could impact crude prices and investor sentiment.

Global funds are exiting Indian equities at a record pace, driven by an energy shock from the US-Iran war and a lack of compelling AI-linked investment narratives. This sustained selling has pressured local shares, with over $600 billion wiped off their value from last year's peak, despite strong domestic inflows.

In a push to tighten regulations, Sebi has laid down fresh guidelines for asset management companies overseeing alternative investment funds. Each scheme is now required to include at least 20 investors, ensuring that no individual investor exceeds a 25% stake in the fund's total corpus.

After enduring a challenging six-week slump, Indian stock markets made a notable comeback, with the Nifty and Sensex soaring significantly. The positive momentum was fueled by heightened investor enthusiasm surrounding US-Iran ceasefire discussions. This surge not only elevated the market capitalizations of various companies but also attracted foreign portfolio investors as they shifted to net buyers.

The initiatives - SUPCOMS, e-adjudication portal and Cyber-Sec Audit Compliance (C-SAC) - are aimed at streamlining communication, digitally enabling quasi-judicial proceedings and enhancing cybersecurity

Bitcoin’s relative strength on Friday may offer a bullish clue for battered software shares — that is, if a past relationship still holds.

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SEBI set to revive open-market buybacks after tax tweaks

Broader IT sector also witnesses selling pressure, with the Nifty IT index falling nearly 3% to hit a low of 30,721.40 during the session

Broker licence was used to lend ‘false regulatory legitimacy’ and extract funds from public

As baby boomers retire, they will go from buyers of stocks to sellers.

Foreign institutional investors reduced stakes in several Nifty 500 stocks during the March 2026 quarter, including HDFC Bank and DLF, reflecting cautious sentiment, strategic reallocations and potential concerns about market outlook and individual stock performance

Sensex gains 918 points to settle at 77,550, while the Nifty advances 275 points to close at 24,050

Investor Vijay Kedia outlines AI’s evolution in investing, from LLMs offering insights to agentic and multi-agent systems executing trades, culminating in AGI and superintelligence capable of autonomous, superior decision-making, transforming investing from tips to intelligent, adaptive systems in modern markets

Sensex surged 919 points as 11 BSE 500 stocks, including Ather Energy and Titan Company, hit 52-week highs, signaling strong momentum, broad-based buying interest, and continued bullish sentiment in markets.

Axis Bank Chief Economist Neelkanth Mishra warned that India should brace for geopolitical shocks every 1–2 years, calling current tensions part of a broader US–China “grand war.” While markets stabilised after a ceasefire push, Mishra cautioned that disruptions to supply chains, energy and trade could intensify, demanding faster reforms and resilience-building.

The falling VIX is a third sign that the bottom for stocks is in says Fundstrat’s Tom Lee

The rise follows the exchange getting SEBI’s approval to launch derivative contracts on the BSE Focused IT Index

West Asia tensions push rupee down in volatile trade

Sensex, Nifty updates on 10 April 2026: Equity markets advanced on Friday, buoyed by global cues, but underlying sentiment stayed guarded as geopolitical uncertainties and sustained foreign investor outflows kept a check on sharper gains.

Ace investor Ashish Kacholia increased his stakes in smallcaps SG Finserv and Aeroflex Industries during the March quarter. Both stocks have delivered strong returns, outperforming weak broader markets, with Aeroflex posting particularly sharp gains.

The fall in gold prices was attributed to weak global cues

The Strait of Hormuz crisis is not an aberration from the new geopolitical order — it is an expression of it and investors need to adjust to this fast, says a Nuveen strategist.

In reaction to the announcement, bond yields rose 3-5 basis points, with the benchmark ​yield briefly touching the ‌7% mark, while overnight index swap rates rose 7-10 bps from the day's low

Indian stock markets will remain shut on April 14 for Dr B.R. Ambedkar Jayanti, marking the seventh trading holiday of 2026. After this, nine more market holidays remain for the year. MCX will operate only in the evening session, while NCDEX will stay closed for both sessions.

Mutual funds trimmed stakes in nearly 45 smallcap stocks during the March 2026 quarter compared with December 2025, signalling a cautious stance toward the segment.

Emkay Global Financial Services expects crude oil to stabilise at $75–80 within two months and sees the Nifty 50 hitting 29,000 by March 2027. A potential Iran–US peace deal, easing energy pressures and steady earnings growth are seen driving a rebound in Indian equities despite near-term macro headwinds.

Indian equities traded firmly higher in mid-session on Friday, supported by easing geopolitical tensions after a fragile US-Iran ceasefire, with broad-based buying across sectors despite continued weakness in IT stocks.

Infosys falls 3.5%, TCS 3.2%, HCL Tech 2.5% and Tech Mahindra 2.2%

IT stocks fell up to 3% after TCS reported Q4 results that failed to impress the Street, dragging the Nifty IT index over 2%. Despite broader market gains, investor sentiment weakened amid muted demand outlook, cautious brokerage commentary and renewed concerns that rapidly advancing AI models could erode traditional IT services revenue.

Sensex, Nifty live updates on 10 April 2026: Equity markets advanced on Friday, buoyed by global cues, but underlying sentiment stayed guarded as geopolitical uncertainties and sustained foreign investor outflows kept a check on sharper gains.

Wipro holds ground even as most IT stocks trade in red, supported by April 16 board meet optimism

In a post on the social media platform Truth Social, US President Donald Trump said: “There are reports that Iran is charging fees to tankers going through the Hormuz Strait — They better not be and, if they are, they better stop now!

However, investor sentiment remains cautious amid ongoing geopolitical uncertainty in the Iran-US corridor, persistent FII outflows, and concerns over macroeconomic risks

Wipro shares have plummeted 23% in three months, becoming the Nifty's worst performer, impacted by weak Q3 results and sector-wide AI concerns. Despite a recent 8% gain in April, analysts remain cautious due to weak growth guidance and integration pressures. The company's upcoming Q4 results and potential share buyback will be key triggers.