Spurt in India-listed US ETFs stumps Dalal Street
India’s exchange-traded funds that mirror US equities experienced a surprising spike, with gains from six to thirty-seven percent over two days, despite Wall Street remaining relatively unchanged. This significant upswing has been attributed to a recent adjustment by Sebi regarding circuit limit calculations. The new methodology enhances conformity between global and domestic ETF limits, resulting […]
NSE may cut IPO size to Rs 25,000 crore from Rs 30,000 crore
The National Stock Exchange is considering reducing its initial public offering size. The proposed share sale could now amount to around ₹24,000-25,000 crore. NSE aims to launch the IPO in the third week of September. This move would retain Hyundai Motor India’s largest IPO tag. The exchange received Sebi’s consent to proceed with the IPO.
SpaceX shares could get a boost from Nasdaq 100 rebalancing
SpaceX stock may see increased buying pressure soon. Nasdaq 100 rebalancing is expected to boost its index weighting. More than one billion shares have been released from lockups. This change could force significant passive buying from index funds. Future share unlocks will further increase SpaceX’s free float.
Defence stocks rally as DAC clears Rs 1.10 lakh crore acquisition proposals
Defence stocks experienced a notable surge on Tuesday following government approval for military acquisitions. These proposals, valued at approximately ₹1.10 lakh crore, will largely benefit domestic manufacturers. The Nifty India Defence index reached a record high, reflecting strong investor confidence in the sector. Analysts highlight the significant order inflow visibility and structural growth opportunities for […]
Foreigners pull out money from govt. bonds after 2 months of buys
Foreign investors have sold Indian government bonds since August. Global yields have risen significantly, impacting investment decisions. Bloomberg’s decision to defer local debt inclusion also affected flows. Higher yields in developed markets narrowed the differential with Indian rates. Market participants anticipate largely neutral flows in the near future.
MF Favourite Smallcaps: 14 stocks that soared up to 220% in CY26
Several Nifty Smallcap stocks have delivered stellar returns in CY26, with 28 stocks gaining over 50% so far and five turning multibaggers. A screen of stocks held by more than five mutual fund schemes identified 14 smallcaps that combine strong price momentum with institutional interest.
SaaS is beating ‘SaaSpocalypse’! CLSA on AI impact on IT stocks
CLSA sees AI widening the gap between SaaS platforms and Indian IT services, favouring Persistent Systems and LTIMindtree. SaaS firms are gaining productivity, while system integrators face automation pressure. Both companies are adapting through deal growth, AI adoption and higher-value engineering work.
NSE IPO likely to open on September 18, list on September 25: Sources
The National Stock Exchange’s IPO is slated to open for public subscription on September 18. This significant offering is expected to raise approximately Rs 30,000 crore. The price band for this substantial IPO will be announced on September 15. This public issue will remain open for three days, starting September 18. The exchange’s IPO is […]
Goldman Sachs’ big warning! Oil prices could soar to $120 if attacks on shipping continue in Hormuz Strait
Goldman Sachs warned Brent crude could rise to $120 a barrel if Middle East shipping disruptions intensify, while JPMorgan sees further upside with prolonged disruption. Rising geopolitical risks, Strait of Hormuz tensions and supply concerns are keeping oil prices elevated.
Ashish Kacholia’s portfolio: How ace investor’s top 5 stock holdings performed in one month?
Renowned investor Ashish Kacholia’s latest stock portfolio exhibits a dynamic landscape, showcasing a mix of fortunes. Shaily Engineering Plastics and Man Industries reported impressive monthly gains, while Knowledge Marine & Engineering and Aeroflex Industries also stood out with strong returns. Conversely, Beta Drugs faced a marked decline in share value this past month, highlighting the […]