INDIA
Expensive stock additions push Nifty valuation above MSCI India Index
For the first time since 2017, India’s Nifty 50 trades at a premium to the MSCI India Index on one-year forward P/E valuations.
INDIA
Market breadth indicator hits six month low in August
Weak market breadth reflects sustained selling pressure and investor caution
BUSINESS
DII buying breach Rs 5 lakh crore mark for second year
Rs 5 lakh crore milestone marks second straight year of strong domestic participation.
INDIA
Muted investor sentiment drags cash market turnover to February levels
Turnover dips for second straight month as cash market loses momentum; F&O activity also softens.
IPO
IPOs market buoyant in August with Rs 15,200 crore mainboard, Rs 1,345 crore SME fundraising
A revival in listing gains will require stronger participation in the secondary market, contingent to easing geopolitical tensions and the return of foreign flows.
INDIA
Tax cuts, rating upgrade lift markets but will FIIs return, and when?
Foreign investors stay on the sidelines despite domestic rally, as global cues and valuations weigh on sentiment
INDIA
After two great years of returns, Tata Group stocks lose shine in 2025
Once market favourites, Tata counters face value erosion amid global and domestic headwinds
EARNINGS
Trump tariffs, valuations and earnings drag foreign ownership of Indian equities to a seven-month low in August
FPIs sold equities worth nearly Rs 21,000 crore during the fortnight following net withdrawals of Rs 17,741 crore in July, marking a sharp reversal from inflows of Rs 38,673 crore between March and June.
BUSINESS
SME IPO Setback: Icodex, Mahendra crash 20% on debut following governance concerns
Profit-making firms stumble on listing as governance red flags, thin QIB allotment and valuation concerns spook investors.
BUSINESS
Four IPOs worth Rs 4,000 crore set to launch before August-end
The IPO market in August has already been active, with five offerings raising around Rs 6,000 crore
INDIA
Unlisted shares slide sharply from June peak on IPO jitters
Major names like MSEI, Matrix Gas Renewable and Tata Capital see sharp decline from June highs
INDIA
Rs 1.5 lakh crore selloff by FIIs so far in 2025 and counting
FIIs dump Rs 1.5 lakh crore in record 2025 sell-off as rich valuations, global opportunities, and geopolitical jitters sour sentiment; IPOs remain the lone bright spot.
INDIA
Demat accounts cross 20 crore mark; surpass populations of Bangladesh, Russia, Mexico, Japan
The total demat count exceeds populations of countries like Bangladesh, Russia, Ethiopia, Mexico, Japan, Egypt, Philippines, and Congo among others
INDIA
No salaries: How key promoters earned via dividends, incentives
Infosys’ Nandan Nilekani, Deepinder Goyal of Eternal, Mukesh Ambani of Reliance Industries, Murli Krishnan Prasad Divi of Divi’s Laboratories, Rahul Bhatia of InterGlobe Aviation, Mohit Burman of Dabur India, Samir Uttamlal Mehta of Torrent Pharmaceuticals, and Vikas Oberoi of Oberoi Realty.
BUSINESS
Shreeji Shipping sets price band of Rs 240-252 a share for IPO
The anchor bidding will start on August 18 and the issue will close on August 21.
INDIA
FIIs exit Indian equities led by Singapore, US; France ramps up investments
FIIs recorded heavy selling in Indian markets in July, offloading Rs 31,988 crore in the secondary market amid stretched valuations, weaker earnings, and escalating global tariff tensions.
BUSINESS
Bluestone IPO delivers windfall for early backers Accel, Saama, Kalaari, Munjal
The IPO, despite the company being loss-making, is scheduled to open on August 11 and close on August 13
INDIA
Vanguard’s India bet rises 53% in Q1; new picks include Max Financial, Voltas, Sapphire Foods, Restaurant Brands Asia
By the end of the quarter, the fund held 41 Indian stocks with a total market value of Rs 65,840 crore, up from Rs 43,000 crore in the March quarter. This growth in value was accompanied by a portfolio consolidation, reducing the number of holdings from 45.
INDIA
LIC ups stakes in RIL, Infosys, Coforge; trims HDFC, ICICI, Divi’s Labs in Q1
By the end of June 2025, LIC's portfolio comprised 345 listed stocks, with a total market value of Rs 16.84 lakh crore, up 10 percent from Rs 15.26 lakh crore at the close of the March quarter.
INDIA
Case for smaller retail quota in large IPOs? Data shows sub-Rs 5,000 crore IPOs fared better for investors
The initial public offerings (IPOs) with issue size above Rs 5,000 crore have largely delivered subdued returns, both on listing day and during subsequent trading. In contrast, smaller IPOs have exhibited consistent outperformance.
INDIA
Market activity slows sharply in July amid weak sentiment, regulatory curbs
Cash market turnover slips 16 percent in July to Rs 1.02 lakh crore, steepest monthly fall since Oct 2023, show BSE-NSE data.
MARKETS
Sensex, Nifty worst performers among major global indices since December; tariff concerns, domestic headwinds play spoilsport
Between December 17 last year and now, India’s benchmark indices, Sensex and Nifty, have each declined by nearly 4 percent, making them the worst-performers among major global indices.
MUTUAL-FUNDS
DIIs keep the faith as equity inflows cross Rs 4 lakh crore so far this year, second-highest since 2007
So far in 2025, DII investments have already reached their second-highest annual inflow since 2007, with mutual funds alone having invested over Rs 3 lakh crore into equities.
WORLD
India’s m-cap sees sharpest drop in five months, ranks fifth-worst globally in July
Global markets saw broad gains. China, the world’s second-largest market by capitalisation, led with a 6 percent rise in July, followed by Hong Kong and US.
