INDIA
Cash market turnover hits eight-month high in May as trading action revives
So far in May, benchmark indices Sensex and Nifty have gained over 2.5 percent, while the broader markets have outperformed, with the BSE Midcap rising over 5.2 percent and the Smallcap index surging more than 9 percent.
INDIA
Nifty 50 firms dividend payout second highest in the past 10 years
Nifty50 companies have recorded a dividend payout ratio of 42.9 percent—the highest in the last two years, and the second highest in the past 10 years.
BUSINESS
IPOs make a beeline as sentiment revives but grey market premiums shows investors cautious
The primary market activity has revived after months of weakness and concerns over valuations. However, the GMP of recent IPOs is still not reflecting outsized gains, capturing a cautious sentiment.
BUSINESS
MF holdings near record peak, hit Rs 43.74 lakh crore in April
The sharp increase in share of equity investments aligns with the improvement in equity market performance since Donald Trump announced a pause in tariffs
INDIA
Defence stocks hit bull's eye as market cap soars to a record, sector surges 50% from February’s low
The Nifty India Defence Index has shown strong momentum, rising 9 percent so far in May to reach a new high, following robust gains of 11.5 percent in April and 24.6 percent in March.
BUSINESS
Mutual funds cut exposure to Adani Group, shares worth over Rs 1,160 crore sold in April
The largest selling was seen in Adani Enterprises shares, with mutual funds trimming their holdings by over Rs 346 crore in April. This was followed by Adani Energy Solutions and Ambuja Cements, where funds reduced stake by Rs 302 crore and Rs 241 crore respectively.
BUSINESS
Mutual funds turned buyers in IT during April as FIIs rushed to exit
Among IT stocks, Infosys attracted the highest investment from MFs, with additional shares worth Rs 3,011 crore purchased in April, followed by Tata Consultancy Services and Coforge, which saw MF inflows of Rs 2,375 crore and Rs 1,432 crore, respectively.
INDIA
FPI flows wobbly after $6 billion buying spree over 16-sessions
NSDL data shows that FPIs net sold equities worth $281 million, while provisional data from exchanges showed a positive net flows
INDIA
Mukul Agrawal, Akash Bhansali, Ashish Kacholia, Sunil Singhania among big losers as portfolios tumble in Q4
Contrary to the broader trend, a few investors recorded gains. Radhakishan Damani’s portfolio rose by 13 percent during the March quarter, driven by a recovery in Avenue Supermarts, which surged over 14 percent after a sharp correction of over 30 percent in the previous quarter.
INDIA
LIC accumulates shares worth over Rs 47,000 crore in Q4 amid market volatility
LIC's equity portfolio currently spans 351 stocks, with accumulation observed in around 105 of them, including 12 new additions. At the same time, the insurer trimmed its holdings in 86 companies, while its name disappeared from the shareholding disclosures of 15 firms during the quarter—indicating either a complete exit or a reduction in stake below 1 percent.
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
