Investors chasing ‘earnings’ set for big mistakes, says Ikigai's Pankaj Tibrewal
The IKIGAI Capital founder sees valuation momentum running ahead of fundamentals as companies raise debt to fund growth that isn’t backed by real cash flows
India’s outbound capital via GIFT City surges 8x as affluent investors globalise portfolios
With more fund managers securing IFSC approvals and global products being redomiciled through GIFT, wealth managers anticipate annual outbound deployments crossing $3-4 billion in the coming years.
India’s capex story: Govt spending up 40%, order books rise 21%, says CareEdge
An analysis of 1,899 listed non-financial companies showed corporate capex rising 11% Rs 9.4 lakh crore in FY2025, with the bulk of spending concentrated in oil and gas (19%), power (15%), telecom (10%), automobiles (9%), iron and steel (7%) and non-ferrous metals (5.5%).
Trading Plan: Will Nifty 50, Bank Nifty defend last week's lows on F&O expiry day?
The Nifty is expected to trade in the range of 25,850-26,250 (previous week’s range) in the upcoming sessions. A decisive break on either side may give a clear direction, as a move below this range could strengthen the bears.
Trade Spotlight: How should you trade Swiggy, Bajaj Auto, Tata Consumer, Hindalco, AU Small Finance Bank, Eicher Motors, and others on November 25?
Consolidation is expected to continue in the market due to a lack of triggers. Below are some short-term trading ideas to consider.
Trade setup for November 25: Top 15 things to know before the opening bells
The next support for the Nifty 50 is placed at 25,850, the lower end of the previous week's range (25,850–26,250) and the midline of the Bollinger Bands. If the index decisively breaks this level, bears may turn stronger and a fall toward 25,700 is possible. On the higher side, 26,100 and 26,250 are the hurdles to watch, experts said.
BNP Paribas, Integrated Core Strategies offload over 2% stake each in Paytm, Fortis Healthcare, GE Vernova T&D
Fortis Healthcare shares closed the session at Rs 922.2, up 0.13 percent amid significant volumes, which remained rangebound for last four sessions. GE Vernova T&D India shares fell 1.31 percent to Rs 2,863.9, while Paytm shares declined 0.4 percent to Rs 1,260.7 on the NSE.
FIIs net sell Indian equities worth Rs 4,172 crore, while DIIs net buy Rs 4,513 crore
For the year so far, FIIs have been net sellers of shares worth Rs 2.58 lakh crore, while DIIs have net bought shares worth Rs 6.87 lakh crore.
Top 10 Portfolio Management Strategies for the month of October
Sundaram Alternates’ Rising Stars emerged as the strongest performer with 10.5% gains
Technical View: Nifty turns cautious ahead of F&O expiry, bears may take control if index breaks 25,850; Bank Nifty needs to defend 58,600
Monthly options data indicated that the Nifty may trade in the 25,700–26,200 range in the short term.
PPFAS' Rajeev Thakkar backs 'Mag 7' amid AI-frenzy fears, calls China’s ‘cheap’ stocks a trap
The value investor says US tech giants’ cash flows justify current multiples, while China’s governance overhangs and foreign ownership limits make developed markets the safer global bet.
GIFT City-based DSP Global Equity Fund has Amazon as largest holding, 52 percent portfolio in 19 companies
The latest portfolio update has shown Amazon as the fund’s single largest position, followed by Tencent Holdings and Dutch payments company Adyen. The top 10 stocks together account for 38.4 percent of the portfolio, and other holdings include PDD Holdins, Booking Holdings, Brookfield Corp and automative maker BYD.
AI won’t break Indian IT: Rajeev Thakkar urges investors to look beyond 'short-term panic'
PPFAS CIO says decades of resilience, sectoral diversification and strong cash flows make India’s IT services firms better placed than the market fears, even as AI disruption and weak growth trends rattle investors.
Tata MF launches first SIF product - Titanium Hybrid Long–Short Fund
Despite multiple SIF launches in the hybrid space, Vardarajan said Tata MF’s positioning remains distinct. He believes most offerings so far fall into arbitrage-led or conservative-hybrid structures, leaving the aggressive hybrid category relatively uncluttered. This clarity, he said, should help the product stand out.
Dalal Street This Week: FII activity, Q2 GDP, India-US trade deal, and Ukraine peace deal among 10 key factors to watch
The market this week, starting November 24, is expected to remain rangebound with a positive bias, focusing on India-US trade talks, the Ukraine peace deal, Q2FY26 GDP data, and FII activity, experts say.
Trading Plan: Can Nifty 50 reclaim 26,100, Bank Nifty climb back above 59,200?
If the Nifty 50 reclaims and sustains above 26,100, the 26,250 level is expected to act as a crucial hurdle for further upside. On the lower side, 26,000 remains the key level to watch for any potential downward move.
Trade Spotlight: How should you trade Apex Frozen, Hero MotoCorp, Tata Communications, Mahindra Finance, Global Health, and others on November 24?
The market is expected to be rangebound until it trades below the previous week’s high. Below are some short-term trading ideas to consider.
Trade setup for November 24: Top 15 things to know before the opening bells
If the Nifty 50 convincingly breaks below the 26,000 mark, the 25,850–25,800 zone will be crucial to watch on the downside. On the other hand, sustaining above this range can drive the index toward 26,250, followed by 26,500, which remain the key upside targets, experts said.
Adani Commodities sells 7% stake in AWL Agri for Rs 2,502 crore, promoter offloads 0.46% shares in Max Financial
Shares of AWL Agri Business closed at Rs 274.1 on the NSE, down nearly 1 percent amid significant volumes.
Invesco MF’s Amit Ganatra set to join HDFC AMC as Roshi Jain exits
Jain took charge of the HDFC Flexi Cap Fund in 2022 following the exit of then CIO and veteran fund manager Prashant Jain.
Smallcaps slip 10-30% as broader indices underperform
Sector-wise, Nifty IT gained 1.6%, Auto rose 1%, and Bank added 0.6%. Meanwhile, Realty slipped 3.7%, Metal fell 3.3%, and Media dropped 2.4%.
Market extends gain in second week; rupee at record low
The Foreign Institutional Investors' (FIIs) reduced its selling in this week as they sold equities worth Rs 188 crore, while Domestic Institutional Investors (DII) continued their buying as they bought equities worth Rs 12,969.03 crore.
FIIs net sell Indian equities worth Rs 1,766 crore while DIIs net buy Rs 3,161 crore
For the year so far, FIIs have been net sellers of shares worth Rs 2.54 lakh crore, while DIIs have net bought shares worth Rs 6.82 lakh crore.
Technical View: Nifty may consolidate next week as long as it stays below 26,250; Bank Nifty signals caution as VIX spikes 12%
Monthly options data indicated that the Nifty 50 may trade in the 26,000–26,200 range in the near term, with a broader range of 25,700–26,500.
