INDIA
Market breadth signals recovery as advance-decline ratio hits ten month high
April's performance was marked by a sharp recovery in benchmarks, with both the Sensex and Nifty gaining 3.5 percent. The BSE MidCap and SmallCap indices also showed strength, rising by 3.2 percent and 1.6 percent respectively.
INDIA
For the first time, DIIs hold larger share than FIIs in Indian markets
As of the March 2025 quarter, DIIs held around 16.91 percent of Indian equities, slightly overtaking FIIs whose holdings dropped to around 16.84 percent—a 50-quarter low—according to data from ACE Equities. With this, the assets under custody of DIIs stand at around Rs 69.80 lakh crore, while those of FIIs are around Rs 69.58 lakh crore.
INDIA
Indian billionaires see wealth rise, Mukesh Ambani returns to $100 billion club
Ambani emerged as the biggest gainer during this period, with his net worth surging by nearly $20 billion from a March low of around $81 billion to over $100 billion, according to Bloomberg data analysed by Moneycontrol
INDIA
Pahalgam fallout: History shows India's stock market has recovered swiftly after Indo-Pak conflicts
Following India's air strikes on terrorist camps in Balakot in 2019, Sensex and Nifty initially fell but bounced back the following day. The key uncertainty this time revolves around the extent of India's military response, and many HNIs have turned cautious in anticipation.
MARKETS
April bloom in equities supported by foreign flows, as MFs and retail trim exposure
Retail investors have offloaded shares worth over Rs 11,000 crore since April 11, while mutual funds have sold equities worth more than Rs 5,797 crore.
INDIA
Early trends show sluggish Q4 earnings growth, persistent cost pressures
An analysis by Moneycontrol of 111 companies (excluding energy, banking, insurance, and financial services) with consistent data over the past 10 quarters reveals that operating profit grew just 6 percent year-on-year—the slowest in five quarters and the seventh consecutive quarter of single-digit growth.
BUSINESS
Ather Energy's top investors Tiger Global, GIC and founders set to ride home with multi-bagger returns
Co-founders Tarun Mehta and Swapnil Jain each hold a 6.81 percent stake, amounting to 2.06 crore shares. Their average acquisition price is estimated at Rs 43.27 per share, and their respective holdings post price band valued at roughly Rs 659 crore.
BUSINESS
FPIs withdraw $2.27 billion from Indian debt in April so far, largest outflow since May 2020
FPIs have turned net sellers in the Indian debt market, pulling out over $2.27 billion so far in April — the largest monthly outflow since May 2020 and the first since November 2024.
INDIA
FIIs buy Indian shares worth $2 billion in five sessions as tariffs trigger reallocation
Data from NSDL shows that FIIs invested over $1.9 billion between April 15 and 21. Further, provisional figures from the NSE indicate additional inflows worth Rs 1290 crore on April 22.
BUSINESS
Ather Energy sets price band at Rs 304-321 per share; market to see first IPO in two months next week
Ather Energy IPO | It will become the second pure play Indian electric vehicle manufacturer to go public, following Ola Electric’s IPO last year.
BUSINESS
Groww, Zerodha, Angel One, Upstox lead client exodus in Q4 amid market correction
Groww, India’s largest brokerage firm, recorded the steepest decline, with its active client base falling to 1.29 crore in the March 2025 quarter from 1.32 crore in December 2024 quarter, marking a drop of 2.37 lakh investors
INDIA
Market capitalisation of BSE-listed companies back above $5 trillion after three months
Currently, four countries—including the US, China, Japan, and Hong Kong—have a market capitalization in excess of $5 trillion. India’s equity market had slipped to $4.5 trillion m-cap on April 7 but has since then recovered by over $500 billion.
INDIA
FIIs shun large-caps to quietly accumulate PSUs, smaller stocks in Q4
79 listed PSU companies have disclosed their shareholding data so far for Q4, with foreign institutional investors (FIIs) increasing their stakes in 52 percent of the companies.
BUSINESS
FIIs trim stakes in Adani group amid strong buying by LIC, insurance, pension funds
LIC led the domestic institutional inflows, with net investments of Rs 2,050 crore across Adani Group firms
BUSINESS
Despite tariff jitters, DIIs keep the faith with a Rs 2 lakh crore bet on equities in 2025
Despite Foreign Institutional Investor (FII) outflows of Rs 1.4 lakh crore, DIIs have continued to invest aggressively, building on record net inflows of Rs5.22 lakh crore in 2024.
INDIA
Sharper correction in mid and smallcap indices moderates broader market valuations
The one-year forward price-to-earnings (P/E) ratios for the BSE Midcap and Smallcap indices stands at 24.3x and 20.4x, respectively - down from recent peaks of 32x and 27x, and slightly below 10-year averages of 27.94x and 21.44x
BUSINESS
Demat account growth slows to 23-month low amid market volatility
In March, 2.04 million new accounts were opened—the lowest growth since April 2023—compared to 3.03 million in February.
BUSINESS
Mutual funds sold equities worth over Rs 16,000 crore in last six sessions
Between March 20 and 28, mutual funds offloaded equities worth over Rs16,000 crore, which analysts attribute to profit booking following recent gains.
BUSINESS
Helmet maker Studds files draft paper before Sebi, reviving IPO plans
The IPO will be an Offer For Sale only, of up to 77.9 lakh shares by existing shareholders and promoters.
INDIA
March records sharpest retail sell-off since Dec 2023; net selling at Rs 10,500 crore
DIIs emerged as strong buyers, infusing Rs 28,118 crore into equities. FIIs remained net sellers, withdrawing over Rs 8,224 crore during the month.
INDIA
Subdued cash volumes reflect investor caution as Sensex, Nifty pause after rebound
The combined average daily cash turnover of BSE and NSE in March so far stood at around Rs 1 lakh crore, reflecting only a modest 3% rise compared to the previous month. The cash market turnover is still down 40 percent from the June 2024 peak, even as markets attempt a rebound in March.
BUSINESS
India leads top 10 global markets with strongest monthly rally in four years
The total market capitalisation of all listed firms on BSE stands at around $4.8 trillion, rising from around $4.39 trillion at the end of February
INDIA
Correction brings new stocks on analyst radar; Jefferies, Morgan Stanley, Nomura, others initiate fresh coverage
Leading the trend, Jefferies India and JM Financial have each initiated coverage on four stocks. Jefferies has focused on Patanjali India, Waaree Energies, Sai Life Sciences, and Swiggy, forecasting significant returns over the next 12 months.
INDIA
Mid, small-cap selloff: Half lose 1-year gains; 3-year returns hit for 25% stocks
Currently, 100 stocks in the BSE SmallCap and 15 in the BSE MidCap index are delivering single-digit returns over both one-year and three-year periods even as several stocks have breached key technical support levels.
