MARKETS
Volatile markets slow sovereign funds, global central banks investments in India during 2025
After years of aggressive post-pandemic inflows, foreign government investment in Indian markets slowed in 2025 as equity volatility rose and relative performance weakened.
WORLD
Indian Gold ETFs see $1.25 billion inflows in December, highest ever
For the full year, inflows into Indian gold ETFs reached $4.68 billion, the highest on record for any calendar year. This compares with $1.29 billion in 2024, $310 million in 2023, and just $33 million in 2022.
INDIA
Nifty touches key 50-DMA level for first time since October 2025: What it means for markets
Benchmarks tested a key technical level after a sharp sell-off, as global cues, sectoral pressure and tariff-related concerns weighed on sentiment, prompting caution among investors.
BUSINESS
MC Markets Poll: Most investors see valuations as reasonable; half expect IPOs to weigh on returns
Majority of respondents in the latest Moneycontrol Market Poll say Indian equities are reasonably valued, even as opinions remain split on earnings growth and IPO impact.
WORLD
Ireland, Canada, US lead rise in FPIs' India assets in 2025; Singapore, UK see decline
Foreign portfolio investors collectively sold more than Rs 1.66 lakh crore from Indian equities in 2025, yet assets under custody for several countries still inched higher.
BUSINESS
Domestic institutions ramp up MF, insurance, AIF and pension investments in 2025; FIIs lag
Mutual funds recorded the strongest increase, with equity assets rising 20.6 percent during the year to Rs 52.25 lakh crore from Rs 43.34 lakh crore a year earlier.
INDIA
Will sector rotation repeat this year, turning 2025’s losers into 2026’s winners?
The two-year sector snapshot shows last year’s outperformers losing steam in 2025 while new leaders emerge.
INDIA
Mcap of all listed firms on BSE hits fresh record high
The combined value of BSE-listed companies crossed Rs 481.25 lakh crore, with investors adding nearly Rs 30 lakh crore in market value since January 2025.
BUSINESS
Retail investors’ primary-market investments hit record Rs 34,840 crore in FY26 so far
Record retail inflows into new issues come alongside outflows from secondary markets and muted returns
WORLD
India posts slowest mcap rise in three years amid global surge in 2025
Foreign outflows, rich valuations and softer earnings keep India at the bottom of global rankings
INDIA
Foreign investors’ equity custody falls, share hits 14-year low
While FIIs have sold more than $30 billion of Indian equities over the past 14 months, selling has been sharper across parts of Asia.
INDIA
Sun Pharma trails Sensex, Nifty first time in six years
Weak US momentum and regulatory headwinds drag Sun Pharma below Sensex and Nifty despite steady domestic gains
WORLD
BSE SmallCap turns one of 2025’s weakest global assets; Gold, Silver stand out
Apart from small-caps, the Philippine's PSEi index and Bitcoin were among the biggest global losers in 2025, declining more than 9 percent and 5 percent, respectively. Other laggards included the BSE MidCap and Jakarta Composite Index, which slipped 4 percent and 0.4 percent.
WORLD
Markets Soar, Fortunes Follow: World’s Richest Gain Sharply in 2025
The study tracks only those whose wealth exceeds $100 billion. Globally, 18 people now hold fortunes above that level, and all but one gained during the year
INDIA
Lakshmi Mittal, Vikram Lal among top gainers; Ravi Jaipuria. Mangal Prabhat Lodha lead wealth declines in 2025
Among the biggest gainers was Lakshmi Mittal, chairman of ArcelorMittal, followed by Eicher Motors founder Vikram Lal and Bharti Airtel chairman Sunil Mittal
INDIA
Unlisted stocks see sharp falls in MSEI, Apollo Green; NCDEX, Goodluck Defence gain in 2025
Metropolitan Stock Exchange, Apollo Green Energy, B9 Beverages, Hero Fincorp and API Holdings recorded sharp declines in the unlisted market in 2025, while NCDEX, Goodluck Defence & Aerospace, Indofil Industries, ESDS Software Solutions, unlisted NSE and Chennai Super Kings Cricket posted gains during the year.
INDIA
Nifty near record highs, but 9 in 10 stocks are still deep in the red
Out of a total listed universe of 2,667 stocks, nearly 90% of stocks were down more than 20 from their 52-week highs
INDIA
110 firms cross Rs 1 lakh crore mcap in 2025, up from 97 last year
In earlier years, the number of companies with a mcap above Rs 1 lakh crore stood at around 75 in 2023, 54 in 2022 and 49 in 2021. In 2019 and 2020, the count was significantly lower at around 29 and 31 companies, respectively.
WORLD
India's share in global m-cap hits 29-month low
The combined m-cap of all BSE-listed companies was around $5.19 trillion as of December 17. This was up about 0.5 percent from $5.18 trillion at the end of December 2024
INDIA
Bhavish Aggarwal sells Ola Electric stake partially after shares slump; analysts flag weak fundamentals
While the overhang of pledged shares is now gone, the continuous loss of market-share is not supportive for the stock, according to analysts
BUSINESS
Eight of top 10 conglomerates deliver positive returns in 2025; Reliance, Bharti, Aditya Birla Group lead gains, Tata, ITC decline
The combined market capitalisation of the top 10 conglomerates, which together account for about 28 percent of the total market value of all listed companies, rose around 8 percent to Rs130 lakh crore as of December 15, according to data from ACE Equities.
BUSINESS
Meesho founder Vidit Aatrey becomes billionaire
The stock surged over 74 percent to Rs 193 a share, compared with the issue price of Rs 111, instantly catapulting Aatrey’s net worth into the billion-dollar territory. Holding 47.25 crore shares—an 11.1 percent stake—Aatrey’s ownership is now valued at Rs 9,128 crore at the listing-day high.
INDIA
Mid- and Small-Cap stocks see heavy correction so far in December
The BSE MidCap index is currently trading at 25.23 times its one-year forward earnings, well above its 10-year average valuation of 23.29 times. The BSE SmallCap index is also trading at elevated levels, at 22.6 times one-year forward PE compared with its long-term average of 18.97 times.
BUSINESS
Rs 2.55 lakh crore IPOs in the pipeline in New Year
India’s IPO pipeline is swelling rapidly, with 88 companies already securing SEBI approval to raise Rs 1.16 lakh crore and another 104 awaiting clearance for nearly Rs 1.4 lakh crore
