Nifty’s hot streak cooling off: 2025 returns likely to fall short
Nifty has delivered a 12.5% compounded return over three years, but midcap index returns have doubled. Investors should moderate return expectations to around 10% for 2025 due to slowing investment cycles and domestic equity flows, with anticipated slower economic growth and higher equity supply.
What’s the downside risk of hot ‘narrative’ stocks story going to be?
The Indian market’s high valuations have been supported by the price-agonistic buying behaviour of domestic non-institutional investors that remain extremely confident of making high returns at all price points.
Adani Enterprises to exit Wilmar JV in $2 billion deal
AEL plans to offload its nearly 44% stake in Adani Wilmar Ltd (AWL) in two parts. It will first sell about 13% stake to meet public shareholding norms. The promoters currently hold 88% of the company. Wilmar will acquire the remaining 31% stake, which will increase its holding to nearly 75% from 44%.
Will retail investors brave market swings to stay put?
SIPs have been a convenient way for retail investors to put small amounts into mutual fund schemes every month. Of this, 90-95% went into equity-oriented funds. The numbers speak about their popularity.
Some dry powder & a firm ‘no’ crucial to navigate 2025
India has been an expensive market in terms of valuations compared to its regional peers. Though global investors have been uncomfortable with this aspect of equities here, they grudgingly admired India because of the strength of its corporate profitability in addition to superior economic prospects.
Roll out ‘beneficiary look-up’ for RTGS & NEFT by Apr 1: RBI
Based on the account number and IFSC code, the customer will be able to fetch the beneficiary’s account name from the bank’s core banking solution (CBS). The facility will also be available to remitters visiting branches for making transactions.
Overleveraged borrowers bring in big default risks, RBI warns
The Reserve Bank of India warns of potential risks as nearly half of credit card and personal loan borrowers also have mortgages or vehicle loans. Stress in the microfinance sector worsens, with increasing delinquency rates and rising borrower indebtedness, prompting RBI’s supervisory actions against excessive interest rates.
At Rs 1,20,598 crore, FPI selling makes 2024 second-worst year in a decade
Analysts said that overseas investors are likely to remain cautious on India until clarity on Donald Trump’s policies emerges and third-quarter earnings witness a revival. However, they expect foreign inflows to come back in the second half of 2025.