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.
BUSINESS
Momentum funds, once star performers, are now in a free fall
Momentum funds have suffered deep cuts in the past three months as the selloff has hurt the category, and experts are advicing investors to consider them only with a longer term investment horizon of more than a year.
INDIA
Indian billionaires see massive net worth erosion as stocks plunge; Here’s who lost the maximum money
Data analysed by Moneycontrol shows that the top 10 most affected billionaires include Ravi Jaipuria, K P Singh, Mangal Prabhat Lodha, Gautam Adani, Shiv Nadar, and Dilip Sanghvi.
INDIA
Market fall, volatility hits HUFs, brokers, financial institutions harder than FIIs as assets see steep erosion
Since the September peak, HUFs saw the sharpest decline, with their equity holdings dropping over 87 percent from their September peak, followed by brokers and partnership firms, which recorded declines of around 85 percent and 27 percent, respectively
INDIA
Demat additions grinding at the slowest pace in 21 months as uncertainty rises
Experts said the decline in new demat account openings was also driven by reduced activity in the derivatives market following stricter regulations introduced by Sebi to curb excessive F&O activity.
INDIA
Unlisted stocks face moderate correction amid market sell-off
Among the biggest losers in the unlisted market, Metropolitan Stock Exchange of India, which surged over 1100 percent in 2024, has declined over 40 percent in 2025 to Rs 7.5 per share.
BUSINESS
Primary markets witness best ever start for a year even as secondary markets remain in turmoil
In the first two months of 2025, nine mainboard firms launched their IPOs, collectively raising Rs 15,723 crore, while 40 SMEs made their debut, securing nearly Rs 1,804 crore.
INDIA
Do not mistake it for signs of reversal, say experts as FII selling slows in February
FIIs remained net buyers in primary markets, investing around $824.99 million in February, up from $448.70 million in January.
INDIA
Once favourites, PSUs see massive selloff; share in mcap hits 15-month low
The combined market capitalisation of 103 listed PSU firms stood at Rs 57.43 lakh crore in February, reflecting a loss of Rs 24 lakh crore from its all-time high of Rs 81.38 lakh crore in July. In comparison, their total market capitalisation was Rs 64.88 lakh crore in January and Rs 66.34 lakh crore in December.
INDIA
Indian equities now trade below long-term valuations, but are they cheap? No, say analysts
Currently, the Sensex and Nifty are trading at one-year forward price to earning multiples of 19.09x and 18.45x, respectively, compared to their 10-year averages of 19.3x and 18.5x.
INDIA
Nowhere to hide: Market breadth hits five-year low in a sign of growing caution
So far in February, the advance-to-decline ratio has fallen to 0.77 - the lowest reading since March 2020 when it hit 0.72 during a pandemic-induced global selloff.
INDIA
Cash segment turnover slips below Rs 1 lakh crore to hit 15-month low, F&O volume lowest in two years
Data from BSE and NSE shows that the combined average daily turnover in the cash market fell below Rs 1 lakh crore in February for the first time since November 2023. This also marks the eighth consecutive month of declining turnover on a month-on-month basis.
INDIA
FII holdings hit lowest level since March 2024; sell shares worth $11.4 billion in CY25
The first two weeks of February saw continued selling pressure in financial services, fast-moving consumer goods (FMCG), and capital goods sectors.
