BUSINESS
Banks, Brokers Clash Over Float Economics at GIFT City but Compromise Nears
Banks signal willingness to pay interest on idle broker funds, but only if trading volumes are large and predictable enough to justify balance-sheet deployment
BUSINESS
Why Indian markets are shrugging off US strike on Venezuela
Limited supply impact, stable crude prices and rate-sensitive optimism help Dalal Street look past geopolitical headlines
BUSINESS
IFSCA tightens ‘liquid net worth’ lens after brokers flag ambiguity, sharpens focus on usable capital
The move comes after recent meetings between IFSCA officials and broker associations, where intermediaries flagged interpretational gaps in the September 2025 net worth revisions
BUSINESS
2025 added returns, not acceleration, to Indian equity compounding
Rolling return data shows the Nifty’s five-year annualised return at 13.3 percent, easing to 12.6 percent over ten years and 11.9 percent over thirty years
BUSINESS
Onshore trading cooled in 2025 as offshore volumes at GIFT IFSC hit record highs
Domestic cash and derivatives activity weakened during the year despite positive index returns. Offshore trading in Indian market products, however, scaled new highs in volumes and participation.
BUSINESS
Trading cooled even as fund mobilisation surged in India’s markets in 2025
Cash and derivatives turnover declined during the year even as companies raised record capital through the primary market. The divergence highlights uneven activity across India’s equity markets in 2025.
BUSINESS
2025 Median IPO return at zero despite listing pops, supply begins to bite
Over the last 12 months, IPOs have raised more than Rs 1.5 lakh crore. The boom clearly split the markets into two: one where quality issuers were rewarded with durable demand, and another where froth met swift correction—sometimes within weeks.
BUSINESS
India’s IPO market in 2025 rested on a narrow institutional spine
When roughly a quarter of IPOs see MF participation, yet the same funds appear across a large share of those deals, primary market risk is not diversified
BUSINESS
Sensex at 40: What 13% annualised returns say about India’s market journey
The Sensex was launched in 1986. Across cycles, reforms and shifts in market participation, one pattern has remained consistent: over extended periods, the Sensex’s returns have stayed broadly aligned with India’s nominal economic growth
BUSINESS
Sensex at 40: Big drawdowns, faster recoveries and an index that offers stability despite constant churn
The Sensex’s four-decade history is defined not by uninterrupted growth, but by repeated resets, absorbed through changes in leadership, sector weights and market structure, while preserving its role as India’s primary equity benchmark.
BUSINESS
Tier-2 India’s ultra-rich chase double-digit returns, metros lag on succession planning: Nuvama’s Alok Saigal explains the divergence
Stake sales and IPOs from beyond metro cities (for example, Haldiram’s) indicate that formal wealth planning and capital deployment strategies are now spreading into smaller cities, says Saigal
BUSINESS
India's ultra-rich tilt 68% portfolios to growth assets as tier-2 wealth creators lead charge: Report
The report, based on in-depth interviews with UHNIs whose collective net worth exceeds Rs 2 lakh crore, paints a picture of a sophisticated investor class steering India's next growth phase.
BUSINESS
Top 10 Portfolio Management Schemes for the month of November 2025
Nearly half of the equity PMS strategies tracked outperformed the BSE 500 in November.
BUSINESS
High-net-worth Indians shift strategy post-Covid, drive LRS investment four-fold higher
Investment remittances, which were close to about $400 million in 2019, are today around $1.7-1.8 billion. Thus, marking a four-times increase, given that meaningful scale in AIFs emerged only after 2019-20.
BUSINESS
Sebi’s high value debt entity tweak may have limited impact on lower-rated bonds
Market participants believe that the benefits will be concentrated on the BFSI ecosystem, which dominates India’s corporate bond market.
INDIA
Nasdaq remains optimistic on IPO listings despite AI narrative, says Edward Knight
Ambition remains high on both sides, as per Nasdaq's Edward Knight and USIBC's Atul Keshap at USIBC's 50th anniversary celebration at NSE
BUSINESS
Vedanta’s NCLT nod sets stage for five listed entities; Metals cash flows in spotlight
Analysts viewed the stock as to be trading at a 10 to 15% discount to its sum-of-the-parts valuation, largely due to complexity, limited pure-play exposure, and capital allocation opacity.
BUSINESS
India’s alternatives market has scaled, but remains under-institutionalised, says IVCA President Rajat Tandon
As governance standards strengthen, outcomes become more visible and participation broadens beyond early adopters, the alternatives ecosystem can scale in a more stable and sustainable way, says Tandon
BUSINESS
Markets recover faster than investor confidence: Kotak’s Nilesh Shah on the gap between returns and sentiment
As per FundsIndia’s latest long-term market drawdown and recovery data, while volatility has been frequent — especially in mid- and small-cap indices — long-term negative outcomes have been rare.
BUSINESS
A quarter of family businesses now eye external capital and public markets as wealth transfer prompts review
Deloitte's latest global survey shows 26% of family-owned firms open to private equity, 12% to IPOs and 19% to non-family ownership, against a backdrop of rising family office activity and evolving capital markets.
BUSINESS
Rs 148 trillion wealth boom: MOSL says India is at the start of a decades-long compounding cycle
The study says the surge in wealth creation signals the start of India’s 'Multi-Trillion Dollar era', projecting GDP to quadruple to $16 trillion by 2042, driven by financialisation, rising per-capita income and sector tailwinds.
BUSINESS
MF alpha erosion accelerates capital shift to PMS & Cat-III AIFs; domestic HNIs now dominate alternatives
One of the findings in the report is that equity-linked AIF strategies, specifically those operating with listed and listed-plus-unlisted mandates, have consistently beaten the BSE Sensex PME+ benchmarks across six consecutive evaluation cycles from March 2022 to September 2024.
BUSINESS
Indian equities not in ‘bubble zone’ as earnings catch up, says Kotak's Shripal Shah
Kotak Securities expects a sharper earnings recovery in FY26 after six quarters of subdued growth
BUSINESS
IndiGo’s operational meltdown triggers mixed analyst calls; governance red flags widen after FDTL exemption
Market watchers expect IndiGo to return to full schedules by mid-December, but argue that restoring credibility, internally and with regulators, will take far longer.
