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The Nifty Indices quarterly rebalance effective December 30, 2025, is expected to drive significant inflows and outflows across Nifty 50 and Nifty Bank stocks. Research projections highlight likely beneficiaries and laggards as passive funds adjust portfolios following methodology and weight changes.Read More

Seasoned investors are prioritizing bottom-up stock selection over broad themes amid market consolidation. Vikas Khemani highlights constructive views on PSU banks and IT services, emphasizing long-term earnings growth and valuation comfort. He expects improved foreign investor flows as global conditions evolve, potentially leading to a market rerating.Read More

Indian investors are increasingly seeking global exposure, with fractional investing in US stocks and ETFs emerging as a key trend. This allows millennials and Gen Z to build wealth with small amounts, overcoming high ticket sizes. The US market offers access to leading companies and diversified ETFs, providing cost-efficiency and flexibility for a balanced portfolio.Read More

After a record-breaking IPO year in 2025, India’s IPO pipeline for 2026 remains strong, with over 200 companies seeking regulatory approval. While subscription levels and listing gains moderated, analysts remain optimistic, citing valuation discipline and market stability as key drivers for sustained activity.Read More

Veteran market participant Vikas Khemani anticipates a constructive phase for Indian equities in the coming year, driven by converging factors of earnings growth, valuation comfort, and policy support. He believes the market is poised for a rebound after a period of consolidation, with banking, financial services, and consumption-led themes expected to lead the charge.Read More