Interestingly, Ambuja Cements, Le Travenues Technology (Ixigo) and Lemon Tree Hotels were introduced with a 4% weighting in each. This was done after selling the entire stake in Reliance Industries and Axis Bank and by shaving one percentage point each off the investments in ICICI Bank, REC and JSW Energy. Check the full list of...Read More

Indian equities had a strong week, boosted by global and local factors. The Goods and Services Tax regime change is expected to further boost sales. Sudip Bandyopadhyay suggests caution regarding GST-specific gains. He recommends watching cement, infrastructure, and auto ancillary sectors. He advises caution on large-cap IT, real estate, and metals due to limited short-term...Read More

VMS TMT is finalizing its share allotment today for its Rs 148.5 crore IPO, which saw an overwhelming subscription of over 102 times. Retail investors bid nearly 48 times, while non-institutional investors bid 227 times, and QIBs subscribed 120.8 times. The IPO’s grey market premium suggests a potential listing price of around Rs 110 per...Read More

The Indian primary market is set for a busy week with around 25 mainboard and SME IPOs launching. Several companies like Epack Prefab, Jain Resource Recycling, and Anand Rathi Share are planning to raise significant capital. The SME segment is also crowded, with diverse sectors tapping into market appetite amidst volatile secondary markets, testing investor...Read More

BitGo’s revenue surged in the first half of 2025. The crypto custody startup’s IPO filing revealed this growth. This follows strong crypto debuts. Investor interest in digital assets is rising. BitGo plans to list on the New York Stock Exchange as ‘BTGO’. Goldman Sachs and Citigroup are the lead underwriters.Read More

But just when pessimism was at its peak, a surprise turnaround came in the second half of the year. In less than three months, nine of those beaten-down counters staged a remarkable comeback, climbing over 40% each.Read More

The NSE will suspend trading of Piramal Enterprises Ltd (PEL) shares effective September 23, 2025, due to its amalgamation with Piramal Finance Ltd (PFL), a move sanctioned by the NCLT. This merger, driven by RBI regulations and strategic benefits, consolidates operations under a single entity, enhancing service and shareholder value. CFO Upma Goel will resign...Read More

Grey market premiums (GMPs) suggest that some of these listings could deliver strong gains — with one even eyeing up to 90% upside on debut.Read More

Amid market uncertainty, SBI Mutual Fund’s Nidhi Chawla suggests a dynamic asset allocation strategy. The SBI Dynamic Asset Allocation Active FoF shifts between 35% and 100% equity based on valuations, earnings, and sentiment. Currently, a balanced 60:40 equity-to-debt allocation is recommended. The fund favors short-duration, high-grade bonds and selective credits, with flexible duration management.Read More

Japanese bond yields are surging, causing global concern. Political instability in Japan adds to economic uncertainty. Abhishekn Bisen of Kotak Mutual Fund notes the yen carry trade unwinding. US tariffs impact Indian bond yields and the rupee. Despite global uncertainty, India’s strong macro fundamentals support bond inflows. Experts suggest investors consider longer-duration bonds.Read More