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.
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.
Nifty ends below 24,000 for 4th week of losses
Indian equity markets faced a downturn for the fourth straight week, with the Nifty index retreating under 24,000. A combination of soaring crude oil prices and sluggish leading stocks contributed to the bleak market outlook. Analysts suggest the Nifty is likely to hover in a limited range without significant catalysts.
Rentomojo set to go public at Rs 4,246 crore valuation, set to raise Rs 1,256 crore via IPO
In its ambitious IPO initiative, Rentomojo targets a valuation of ₹4,246 crore, while securing ₹150 crore in fresh funding. Additionally, existing investors plan to divest shares valued at ₹1,106 crore through an offer for sale. Impressively, the startup reported a 142% jump in net profit, which reached ₹104.3 crore in FY26. Mark your calendars, as […]
Capital market stocks rise on CAS fix hopes, index closes 1% higher
Capital market stocks saw gains Friday after regulator Sebi’s circular on the Closing Auction Session mechanism. Trader pushback against CAS-linked settlement pricing prompted Sebi to respond to market concerns. Erratic settlement prints since August 3 caused option premiums to swing significantly. Market participants anticipate Sebi’s paper will reduce reliance on the single CAS print. This […]
Festive stock picks: 10 stocks to buy ahead of the festive season. Do you own any?
Ten stocks across autos, consumer technology, healthcare and financial services could benefit from stronger festive-season discretionary spending, supported by improving demand, product launches, operating leverage, credit growth and rising consumer activity.
Explained: Looking to start a mutual fund SIP? Know the different types and which one suits you
SIPs offer disciplined mutual fund investing, with options tailored to different goals, income patterns and market conditions. Regular, top-up, goal-based, step-up, flex, perpetual, trigger and multi-SIPs provide varying levels of flexibility, automation and diversification. Choosing the right type depends on financial goals, cash flow, risk appetite, investment horizon and market knowledge.
Parag Parikh Flexi Cap, HDFC Flexi Cap among 8 flexicap funds with consistent performance in 5 years
Eight flexicap funds delivered consistent five-year performance, with varying risk levels, investment styles and returns. HDFC Flexi Cap led consistency at 91%, while several peers combined strong returns with acceptable or higher risk profiles.