MFs double down on 12 smallcap stocks; 2 deliver double-digit gains in just 2 months
September 2025 shareholding data shows that MFs increased their stakes in nearly 380 listed companies compared with the June quarter.
Why less trading might actually work better for you, Zerodha co-founder Nithin Kamath explains
Nithin Kamath argued that increased trading activity reduces profitability for retail investors. He highlighted Zerodha’s model of discouraging frequent trades, resulting in significantly lower brokerage revenue compared to peers. By avoiding nudges that push volumes and not incentivising employees on revenue, Zerodha aims to promote thoughtful participation and long-term investor retention.
$20 billion of IPOs per year a new normal for India: JP Morgan
Initial public offerings worth USD 20 billion per annum are the “new normal” for India and will become an annualised run rate over the next few years, one of the biggest investment bankers said on Tuesday.
India’s mutual fund and equity assets set to grow more than sixfold by FY2035 : Report
India’s mutual fund AUM is projected to surpass Rs 300 lakh crore by 2035, with direct equity holdings expected to reach Rs 250 lakh crore over the same period, signalling a major shift in the country’s investment landscape, according to a report How India Invests 2025 released by Bain & Company in partnership with Groww.
Rupee finds breathing room on modest inflows, exporter hedging
The Indian rupee closed modestly stronger on Tuesday, supported by dollar sales from exporters and modest foreign inflows while traders held onto caution ahead of the U.S. Federal Reserve’s policy decision later this week.
Dharmesh Shah sees strong support at 25,500–25,700; expects Nifty to rebound towards 26,100 soon
Indian markets saw pressure with Nifty dipping below key support. Analysts believe this is a healthy correction within a bull trend. Nifty is expected to find support and bounce back. Largecap stocks are preferred for stability. L&T is highlighted as a top pick with potential for significant gains. Investors can look for buying opportunities in […]
Nuvama Wealth fixes December 26 record date for first-ever stock split
Nuvama Wealth Management will execute a 1:5 stock split on December 26, 2025, after shareholder approval. Each ₹10 share will be split into five ₹2 shares, with no change in total investment value for shareholders.
HSBC on IndiGo: No structural damage, no de-rating. Here’s all you need to know
IndiGo’s worst operational meltdown led to thousands of cancellations, rising costs and reputational strain, but HSBC says the airline’s long-term fundamentals remain intact. The brokerage cut its target price but kept a ‘Buy’ rating, arguing that despite new pilot-duty rules and short-term disruptions, IndiGo’s cost advantage and market position are unchanged as operations begin to […]
Ed Yardeni expects 25 basis point Fed rate cut this week
Economist Ed Yardeni anticipates ongoing US trade tensions under President Trump, viewing tariffs as a negotiation tool. He notes the US economy’s resilience with strong GDP growth despite a weak labor market. Yardeni also expects a 25 basis point Fed rate cut, with the market watching for dovish or hawkish signals.
Consumption, banking stocks offer best value amid market weakness: Sameer Dalal
Despite a broad market dip, investor Sameer Dalal sees significant opportunities in individual stocks trading at 52-week lows. He highlights Titagarh Rail Systems for its multi-year strength, banks like IDFC First and IndusInd, and consumption plays such as Westlife Developers. Dalal also finds Sammaan Capital compelling despite regulatory concerns, while maintaining his long-held caution on […]