Long-term outcomes of popular IPO themes could disappoint: Prashant Jain
Prashant Jain, co-founder of 3P Investment Managers, anticipates Indian large-caps to compound at 11-12% over the next three to five years. He expresses caution on popular themes like consumption and manufacturing, citing expensive valuations, and believes small- and mid-caps have overshot fair valuations due to a surge in new investors.
Indian equities surge near record highs on Fed rate cut hopes
Indian equity indices surged over 1% on Wednesday, mirroring global gains as softer US retail sales data fueled expectations of a December Federal Reserve rate cut. The Sensex and Nifty neared record closing levels, driven by strong investor sentiment and foreign inflows. All sectoral indices ended higher, with metals leading the advance.
RBI takes practical stance on family trusts and investment cos
In a forward-thinking initiative, the Reserve Bank of India is simplifying wealth management for business families. By allowing the transfer of ownership of investment companies to private family trusts, they’re paving the way for smoother succession planning and minimizing potential disputes. The focus remains on designating family members as trustees, which strengthens familial control over […]
Health makes wealth, says Equirus, as healthcare fundraising crosses pre-Covid high of Rs 62,432 crore
India’s healthcare and life sciences sector has surpassed its Covid-era fundraising peak, with inflows crossing Rs 62,432 crore, says Equirus. Strong market performance, soaring ECM activity in pharma, and larger M&A deals are driving the surge, with FY26 fundraising already exceeding Rs 72,440 crore.India’s healthcare and life sciences sector has surpassed its Covid-era fundraising peak, […]
Sebi eases educational qualification criteria for investment advisers, research analysts
Currently, applicants are required to hold a graduate or postgraduate degree in finance-related fields such as Finance, Business Management, Commerce, Economics, or Capital Markets to be eligible for registration.
Lost share certificates? Sebi plans simpler, cheaper route for investors to get duplicate copies
Sebi has proposed easing the process for investors to obtain duplicate physical share certificates by doubling the simplified-documentation limit to ₹10 lakh and allowing a single Affidavit-cum-Indemnity. The regulator also plans standardised forms, company-issued newspaper notices for higher-value cases, and mandatory demat issuance to streamline legacy physical holdings.
EMS sector still a ‘Sunrise Industry’ but valuations stretched: Dipan Mehta
India’s primary market is attracting significant retail investment, with some IPOs seeing massive subscriptions. While venture-funded companies are listing at high valuations, potentially disappointing investors, reasonably priced IPOs still emerge. The quick commerce sector shows high potential but requires conviction, and innovative retailers like Unicommerce are noteworthy, alongside strong performers in the jewellery segment.
Tata Motors Passenger Vehicles shares rise 3% on reintroducing Sierra SUV under Rs 15 lakh
Tata Motors’ stock surged following the unveiling of the 2025 Sierra SUV, a revival of the iconic 1990s model. Priced competitively starting at Rs 11.49 lakh, it targets the mid-size SUV segment. Bookings open December 16, 2025, with deliveries in January 2026, offering multiple powertrain and variant options, including a future AWD version.
Promoter exits and FII selling keeping markets in caution mode: Dipan Mehta
The Indian equity market remains cautious, with the Nifty 50 facing resistance. Dipan Mehta sees potential for a significant rally or correction, emphasizing strong optimism for midcap stocks offering alpha. He expresses caution on IT services’ long-term prospects despite potential trading rallies, while suggesting a steady approach to defense stocks.
Domestic demand to drive markets as global trade momentum slows: Dhananjay Sinha
India Inc’s optimism for the second half of FY26 is tempered by muted Q2 earnings, with companies focusing on cost control. While markets anticipate a rebound driven by rate cuts and tax rationalization, Dhananjay Sinha of Systematix Group cautions that the expected 14-15% growth next year is partly a statistical effect.