GQG sale of Adani Energy shares said to disrupt hedge fund bets
GQG Partners’ Adani Energy Solutions stake sale added unexpected supply during MSCI’s rebalancing auction, overwhelming passive-fund demand and contributing to a 10% stock decline. Hedge funds positioned for index-driven buying were also affected. About $569 million of shares changed hands, while GQG’s stake had fallen to 3.46% by August-end.
Stocks struggle, but these multi-asset funds score big: What’s driving returns?
Multi-asset allocation funds have outperformed the Nifty over one and three years, helped by strong gold, REIT and InvIT returns. Their diversified portfolios provide flexibility across equities, fixed income, precious metals and alternatives, with Quant, Nippon India, WhiteOak, ABSL and UTI among top three-year performers.
F&O Talk: Nifty indicating little evidence of sustained recovery, says Sudeep Shah; outlines BSE, Groww strategy amid CAS
Nifty faces continued bearish pressure after a fourth weekly decline, with 23,750-23,700 as crucial support and 24,150-24,200 resistance. Analysts expect volatility to stay subdued, while Bank Nifty remains range-bound. BSE, Groww and Angel One also await decisive breakouts for direction.
Motilal Oswal AMC CEO Prateek Agrawal explains why he is avoiding large banks, IT and FMCG stocks
Motilal Oswal AMC is favouring high-growth themes including defence, renewables, hospitals, digital businesses and capital markets, while limiting exposure to large banks, IT, commodities, FMCG and traditional vehicles. Its concentrated, high-beta strategy targets sustained earnings growth and alpha.
Vikas Khemani’s Carnelian Asset Management files draft document with Sebi for its first fund
Carnelian Asset Management has filed documents with Sebi to launch its first liquid mutual fund, targeting short-term investors seeking high liquidity and low-to-moderate risk. The open-ended scheme will invest in debt and money-market instruments maturing within 91 days, expanding Carnelian’s offerings to retail investors.
ETMarkets Smart Talk | Don’t judge India by Nifty’s 21x PE; stock-level valuations still offer opportunities: Emkay Investment Managers: Kashyap Javeri
Kashyap Javeri suggests India’s market valuation premium is misleading due to index concentration. He highlights strong mid- and small-cap earnings growth, reliable SIP inflows, and easing FPI selling, while cautioning against risks like rising crude prices and currency fluctuations.
Nifty’s 21-day calm before the storm? History warns of a sharp move ahead
Nifty 50’s August 2026 stability historically signals significant volatility ahead. With future direction unclear, analysts advise shifting investment strategies toward earnings-led, stock-specific selections rather than broad index-level performance as the market faces potential near-term turbulence.
How the rise of institutional investors is changing the IPO playbook
India’s IPO market is evolving beyond capital raising, with mutual funds, AIFs, insurers, global institutions and family offices driving deeper participation. Growing institutional selectivity highlights the need for sharper price discovery, better segmentation and a potential micro-cap category.
Concurrent Gainers: 9 smallcap stocks that gained for 5 days in a row
Ten BSE SmallCap stocks gained across all five sessions through September 4, outperforming a falling Sensex. The strongest performers delivered cumulative gains of up to 57%, highlighting resilience amid broader market weakness.
NSE IPO gets Sebi approval: 10 important points investors should know as D-Street debut inches closer
NSE’s IPO moved closer to launch after Sebi approved its draft offer document, with the proposed Rs 30,000-crore issue likely to list on BSE. The OFS could involve nearly 6% stake, with several shareholders selling. Strong financials, dominant derivatives market share and premium unlisted valuation make it a closely watched offering.