ENTERTAINMENT
SEBI chief pushes back on exit-only IPO narrative, cites moderation in OFS share
According to SEBI data cited by the chairman, OFS accounted for about 55 percent of IPO proceeds in 2025, while 45 percent came through fresh issues. In contrast, SME IPOs remain largely growth-oriented, with around 75 percent of funds raised through fresh issuance, he said.
BUSINESS
SEBI flags gaps in IPO disclosures, says due diligence not always independent
SEBI chief said the market regulator continues to observe recurring disclosure gaps in offer documents
BUSINESS
NSE IPO NOC likely this month as SEBI agrees in principle to settlement
Issuance of the NOC would allow NSE to initiate formal steps for listing, including filing its offer documents.
BUSINESS
2026 risk is global PE contraction, not India’s macros: Top fund managers
Mutual fund CIOs, Quant MF's Sandeep Tandon, Invesco's Taheer Badshah and Mirae's Neelesh Surana believe the key risk for 2026 lies not in India’s domestic fundamentals but in a potential correction in global markets driven by stretched valuations and peaking risk appetite, particularly in the US.
BUSINESS
Budget 2026 unlikely to offer tax relief; focus may shift to asset monetisation, credit revival: Ace investors
'There is no question of raising the tax rate, because otherwise they would not have brought down the GST from 28 percent to 18 percent. It’s quite a budget in itself,' Raamdeo Agrawal said
BUSINESS
AI is a bubble, but it won’t burst anytime soon, says Viktor Shvetz
Shvets warns the AI boom may persist, but structural dynamics differ: the US risks eroding its innovation edge, China could gain from capital-intensive, machine-driven technology, and India’s growth potential hinges on deeper reforms, efficient capital use, and policy support to manage inequality and sustain consumption.
BUSINESS
Trump's new tariff threat isn't a market killer, but OMCs could be vulnerable, say experts
Analysts find it likely that if push comes to shove and Russian crude has to be reduced further, discounted Venezuelan crude could enter India's sourcing mix in limited volumes, provided sanctions are lifted.
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.
