INDIA
Retail investor participation in NSE surges ahead of IPO in Q1
The number of retail investors holding NSE shares valued up to Rs 2 lakh surged more than fourfold to 1.46 lakh in Q1 FY25, up from 33,896 in the previous quarter.
INDIA
FIIs trim stakes in six Adani Group firms in Q1; sell-off totals Rs 4,640 crore
Foreign institutional investors (FIIs) were observed trimming their holdings in several Adani Group companies during the June 2025 quarter
BUSINESS
MC CEO Pay Report: Pawan Munjal, Rajeev Jain took home over Rs 100 crore each in FY25
Among the 26 companies of Nifty 50 index that have disclosed executive compensation so far, 10 companies reported hikes exceeding 10 percent with 11 witnessing single-digit increases and the balance five seeing a decline.
BUSINESS
New CEOs are driving stock surge across India Inc with a 75 percent success rate
CEO changes have emerged as a strong catalyst for shareholder returns across India Inc. An analysis of BSE 500 companies shows that out of 40 firms with top-level transitions in the last five years, 30 delivered strong post-transition returns—highlighting growing investor faith in new leadership.
INDIA
QIP fundraising hits five-year peak in July so far, SBI leads with landmark Rs 25,000 crore issue
So far in 2025, a total of 30 companies have raised nearly Rs 60,000 crore via QIPs, building on the strong momentum from 2024, when 95 firms collectively raised more than Rs 1.37 lakh crore.
BUSINESS
MFs invest over Rs 2,688 crore across five IPOs in June
Mutual funds showed selective enthusiasm in June IPOs, backing five key offerings with sizeable anchor investments while avoiding three public issues entirely.
BUSINESS
Seven IPOs worth Rs 10,000 crore set to launch before July-end
The IPOs in the pipeline include Brigade Hotel Ventures, Indiqube Spaces Ltd, Sri Lotus Developers & Realty, GNG Electronics, Property Share Investment Trust, NSDL, and Hero Fincorp Ltd.
INDIA
MFs pump over Rs 2,800 crore into Adani group stocks in June
Adani Ports and SEZ and Adani Energy Solutions emerged as the top two picks during the month, attracting investments of Rs 900 crore and Rs 800 crore, respectively
BUSINESS
MFs step up buying spree, fuel block deals and IPO momentum
Mutual Funds invested over Rs 39,000 crore in equities during the month, nearly matching the total block deal value of Rs 41,000 crore, as per ACE Equities
BUSINESS
SIP AUM crosses Rs 15 trillion in June, logs fastest Rs 5-trillion jump
The journey of SIP AUM began with its first trillion in early 2016. It took over five years to cross Rs 5 trillion in July 2021. The subsequent rise to Rs 10 trillion took nearly 31 months, achieved in January 2024. However, the next leap—from Rs 10 trillion to Rs 15 trillion—occurred in just 17 months, marking the fastest Rs 5 trillion increase to date.
BUSINESS
Groww, Zerodha together lose 11 lakh active investors in the first half of 2025
The overall impact on broking business is expected to be minuscule, as the decline in the user base of Groww, Zerodha, and Angel One was only around 5 percent of their active investors
BUSINESS
IPO-bound unlisted stocks see sharp correction amid HDB Financial listing setback
IPO bound firms like NSDL, Tata Capital, and Vikram Solar see sharp declines in unlisted markets amid shifting sentiment.
EARNINGS
India's small, midcap shares continue to grow at the cost of largecaps
The market cap-to-GDP ratio for the top 100 largecap stocks stood at 78 percent in FY25, down from 84 percent in FY24. In comparison, the ratio for mid-cap stocks increased to 24 percent in FY25 from 23 percent in FY24 and 16 percent in FY23.
BUSINESS
Robust IPO participation fails to translate into strong listings
According to data from Moneycontrol, the average listing day gain this fiscal year stands at just around 9 percent, a sharp decline from 30 percent in FY25 and 29 percent in FY24.
INDIA
LIC’s stake in NSE emerges as fifth most valuable holding for insurance behemoth
LIC’s top four holdings by value are Reliance Industries, ITC, HDFC Bank, and State Bank of India
BUSINESS
Indian billionaires shine in first half of 2025 despite market turbulence
Satyanarayan Nuwal, Co-founder and Chairman of Solar Industries India, recorded the highest surge in wealth during the first half of 2025, followed by Sunil Mittal, Chairman of Bharti Airtel, and Lakshmi Mittal, Chairman of ArcelorMittal—the world’s largest steelmaker.
INDIA
Against all odds: Market breadth signals bullish underbelly in Indian equities
Advance-decline ratio stays above one for the fourth consecutive month in June
WORLD
Foreign investors pull $1 billion from Indian debt in June
FIIs pulled $1.06 billion from Indian debt in June amid global risks and narrowing yield spreads, though short-term bond picks hint at selective optimism.
BUSINESS
It’s raining IPOs: Eight large IPOs, 30 SME launches drive Rs 19,000 crore fundraise in June
Earlier in the year, IPO activity had slowed considerably due to weak sentiment and escalating geopolitical tensions
INDIA
Trading volumes surge without matching turnover as action shifts to low-priced stocks
Heavy block deals at discounted prices fuel volume spikes, but overall turnover remains tepid
BUSINESS
HDB Financial IPO: Price band set at Rs 700-740 per share, 40% discount to grey market valuation
HDB Financial is not alone in pricing its IPO significantly below grey market expectations. Companies like Tata Technologies, AGS Transact, UTI Asset Management Co Ltd, and PB Fintech have also previously priced their IPOs below their unlisted market valuations.
BUSINESS
Mutual funds lead DIIs as June equity inflow stays strong in follow up to May
In total, DIIs have infused more than Rs 1.25 lakh crore into equities between May and June so far, with mutual funds contributing around Rs 89,000 crore during this period. In contrast, FIIs have turned net sellers in Indian equities in June so far after two consecutive months of net buying.
BUSINESS
IPO season back with eight public issues worth Rs 26,000 crore nearing launch by end of July
HDB Financial Services, Sambhv Steel Tubes, Ellenbarrie Industrial Gases, Kalpataru, Globe Civil Projects, NSDL, Hero Fincorp and JSW Cements expected launch their IPOs soon.
BUSINESS
US, Ireland led net foreign inflow into Indian equities during April, May after a six-month selloff
India saw over $7.5 billion in foreign inflows during April–May, driven by the US and Ireland, with equities witnessing strong interest and a sharp rebound, after months of outflow.
