From Crash to Comeback: 9 small-caps surge 40–80% in 3 months after H1CY25 slump
But just when pessimism was at its peak, a surprise turnaround came in the second half of the year. In less than three months, nine of those beaten-down counters staged a remarkable comeback, climbing over 40% each.
Markets ride on momentum, but GST effect already priced in: Sudip Bandyopadhyay
Indian equities had a strong week, boosted by global and local factors. The Goods and Services Tax regime change is expected to further boost sales. Sudip Bandyopadhyay suggests caution regarding GST-specific gains. He recommends watching cement, infrastructure, and auto ancillary sectors. He advises caution on large-cap IT, real estate, and metals due to limited short-term […]
Trading in Piramal Enterprises shares suspends from September 23 following merger with Piramal Finance
The NSE will suspend trading of Piramal Enterprises Ltd (PEL) shares effective September 23, 2025, due to its amalgamation with Piramal Finance Ltd (PFL), a move sanctioned by the NCLT. This merger, driven by RBI regulations and strategic benefits, consolidates operations under a single entity, enhancing service and shareholder value. CFO Upma Goel will resign […]
After over 100 times subscription, VMS TMT IPO allotment expected soon: Here’s how to check status
VMS TMT is finalizing its share allotment today for its Rs 148.5 crore IPO, which saw an overwhelming subscription of over 102 times. Retail investors bid nearly 48 times, while non-institutional investors bid 227 times, and QIBs subscribed 120.8 times. The IPO’s grey market premium suggests a potential listing price of around Rs 110 per […]
Infosys, Wipro ADRs decline up to 4% amid Trump’s proposal for $100,000 annual H-1B visa fee
American Depositary Receipts of Infosys and Wipro faced a decline. This followed the Trump administration’s plan. The plan proposed a $100,000 annual fee for each H-1B visa. The policy could significantly impact companies. These companies rely on foreign skilled workers. The proposed fee is part of a broader immigration overhaul.
Fed’s Miran defends call for steep rate cuts, says Trump didn’t direct his vote
Stephen Miran, the new US Federal Reserve Governor, addressed concerns about his independence. This followed his dissent on rate cut decisions. Miran advocated for steeper rate cuts. He argued for a near-neutral interest rate. He cited no inflation risk and lower housing costs. These views contrast with the Fed’s consensus. Other policymakers favor gradual cuts.
U.S. equity funds see large outflows as investors book profit
Investors withdrew a massive $43.19 billion from U.S. equity funds, the largest outflow since December 2024, driven by concerns over high market valuations after a significant rally and a Federal Reserve rate cut. Large-cap and technology funds experienced substantial outflows, while bond funds continued to attract inflows for the 22nd consecutive week.
Japan yield spike and carry trade unwinding may shift global capital flows: Abhishekn Bisen of Kotak MF
Japanese bond yields are surging, causing global concern. Political instability in Japan adds to economic uncertainty. Abhishekn Bisen of Kotak Mutual Fund notes the yen carry trade unwinding. US tariffs impact Indian bond yields and the rupee. Despite global uncertainty, India’s strong macro fundamentals support bond inflows. Experts suggest investors consider longer-duration bonds.
Vijay Kedia’s TechD Cybersecurity to GK Energy: 5 IPOs that could give up to 90% returns next week
It has been one of the busiest weeks in the IPO market with multiple issues hitting the Street. From decorative laminates to renewable energy, companies across sectors are testing investor appetite in the primary market. Grey market premiums (GMPs) suggest that some of these listings could deliver strong gains — with one even eyeing up […]
Nifty momentum strong; 26,000 possible by Diwali: Rajesh Palviya
The Nifty has reached 25,400 this week. Experts predict the rally may continue next week. Rajesh Palviya suggests Nifty could reach 25,750 if it surpasses 25,500. Banking stocks are currently supporting the market. Palviya sees potential in PSU banks, NBFCs, power, and chemical sectors. Suzlon Energy and Bharat Forge are his stock picks.