India’s largest mutual fund, SBI Mutual Fund, is actively avoiding ultra-long duration debt, despite recent government supply adjustments. Chief Investment Officer Rajeev Radhakrishnan highlights structural issues like weak demand and tax changes impacting long-term bond yields.Read More

Raymond James’ Matt Orton downplays the US government shutdown’s market impact, urging investors to focus on strong fundamentals like easing rates and rising earnings. He remains bullish on US equities, dismissing bubble concerns in AI due to robust earnings and lack of debt-fueled excess. Orton advises balancing portfolios and looking beyond market noise.Read More

Nifty often rises in October, largely due to domestic investor strength. Foreign investors frequently sold shares, but domestic institutions provided consistent market support. October 2025 faces tariff uncertainties and rich valuations. Q2 earnings and festive consumption are key factors influencing market direction. Experts predict Nifty consolidation, with strong support levels identified for investors.Read More

Seshaasai Technologies debuted on exchanges with a modest premium over its Rs 423 IPO price, despite robust subscription numbers. The Rs 813 crore IPO, heavily oversubscribed by institutional investors, saw shares list slightly below unlisted market expectations. Valued at 30.Read More

Indian government bond yields eased on the quarter’s last day, with investors anticipating the RBI’s monetary policy decision. While most expect unchanged rates, some firms foresee a surprise cut. India will also auction a new 10-year bond on Friday, having increased its share in the borrowing plan, as overnight index swaps moved lower.Read More

The rupee rose 3 paise to 88.72 against the US dollar, buoyed by falling crude oil prices and positive domestic equity markets, though FII outflows limited sharper gains. Markets are now awaiting the RBI’s policy decision on Wednesday, amidst geopolitical tensions and the US imposing 100% tariffs on Indian branded drugs, with exemptions for US-based...Read More

Jaro Education made a muted market debut, listing flat despite its IPO attracting massive demand across all investor segments, signaling valuation concerns. The leading edtech platform, known for its hybrid delivery and strong financials, faces scrutiny on sustaining growth and efficient IPO fund deployment amidst intense competition.Read More

As India steps into Navratri 2025, investment managers on smallcase have spotlighted nine high-conviction sectors expected to benefit from festive tailwinds, policy reforms, and structural growth. The country’s festive economy is surging, with e-commerce sales projected to hit ₹1.2 lakh crore (+27% YoY), UPI transactions crossing 20 billion, and MSME festive credit demand rising 35–40%.Read More

Solarworld Energy Solutions debuted on exchanges with a 10.8% premium, listing at Rs 389 against an issue price of Rs 351. Its Rs 490 crore IPO was heavily oversubscribed 68.49 times, reflecting strong investor confidence. The company, providing solar EPC services, reported robust FY25 financials with significant revenue and profit growth.Read More

Anand Rathi Share and Stock Brokers debuted on exchanges with a premium. The listing was below unlisted market expectations. Its initial public offering saw subscription over 21 times. Institutional investors drove demand. The company reported financial performance. Investors will now closely monitor its ability to sustain growth and protect margins. Competition from other brokers remains...Read More