Rajiv Jain’s GQG Partners hikes stake in 5 Adani Group companies in Rs 5,094-cr block deal
GQG Partners increased its holdings across five Adani Group companies through large block deals, buying shares from Reliance Trust as part of a multi-crore investment push in key entities spanning energy, ports and infrastructure.
Groww’s m-cap eclipses 8 listed rivals; 5 drivers explained
In a landmark moment for Indian fintech, Groww’s market cap has surged past Rs 1 lakh crore, overtaking the combined value of eight listed brokerage and wealth firms, barring Motilal Oswal. Together, these eight firms add up to Rs 99,827 crore — still short of Groww alone. The move reflects a decisive shift in investor […]
Tenneco Clean Air Listing Tomorrow: GMP hints at solid market debut for the Rs 3,600-crore IPO
Tenneco Clean Air’s Rs 3,600 crore IPO will list on November 19. Grey market trends suggest a 29% premium, with shares potentially opening at Rs 512. The IPO saw overwhelming demand, subscribing 61.79 times. Strong investor interest is driven by the company’s market position and financial performance. Allotment status can be checked on the registrar’s […]
Multibagger hunt: 4 stocks with biggest 12-mth upside of up to 164%. Own any?
A new set of forward-looking market estimates from Trendlyne highlighted four stocks with strong potential upside over the next one year. These companies show projected gains ranging from 119% to 164%, placing them among the most promising mid-sized names in the market. Here is a simple breakdown of the stocks that screen strongly on expected […]
FIIs trim stakes in GRSE, BDL and 10 more defence stocks in Sept. Why is the firepower lacking?
Foreign institutional investors reduced stakes in several Indian defence stocks during the September quarter, citing valuation concerns and slower-than-expected order inflows. Despite this pullback, mutual funds showed increased buying interest, indicating a selective shift in investor preference within the sector.
Indian market expensive but select sectors shine: Vikash Kumar Jain
India’s market valuations are considered expensive on an absolute basis but less so compared to other global markets. Vikash Kumar Jain highlights rate-sensitive sectors, consumption, and an out-of-consensus overweight on IT as potential growth areas. He notes that while a global AI stock consolidation could benefit India, a broader correction might lead to multiple contractions.
India slowly coming back into investor focus amid global AI bull run, says Vikash Kumar Jain
India’s market is regaining investor interest. Economic data shows strength. Valuations are becoming reasonable compared to peers. Geopolitical worries are easing. While not yet a direct AI boom player, India’s fundamentals are improving. Trade deals with the US and EU are anticipated. This shift is making India a more attractive investment destination.
Cameron Brandt sees emerging markets gaining despite US fund inflows
Global markets are experiencing a slight cool-off, leading to a reassessment of year-end expectations. While US equity and bond funds see consistent inflows, emerging markets are attracting attention, with India receiving a notable portion of GEM fund investments. Investors are seeking diversification amidst shifting market dynamics.
Rajani Sinha warns freebie culture is pushing states towards fiscal distress
Economists are sounding alarms over the escalating fiscal burden of cash handouts and subsidies, with many states facing unsustainable debt levels. Freebies are straining state budgets, diverting funds from development and leading to concerns about long-term financial viability and potential bankruptcy.
Earnings season signals early recovery, but markets still driven by bottom-up stock picking: Deepak Shenoy
India’s Q2 earnings season showed cautious optimism with decent results despite tariff concerns. Corporate capex revival and potential rate cuts are influencing investors, while autos, healthcare, and engineering sectors present attractive opportunities. The market is currently tactical, but sustained trends in healthcare, smaller banks, and autos suggest a potential shift towards broader market strength.