Howard Marks says AI may be a transformational “inflection bubble,” urging investors to avoid going all-in or all-out. He highlights soaring valuations, circular financing, rising leverage, speculative behaviour and past bubble patterns, advising moderation, prudence and selective exposure amid massive uncertainty.Read More

Vikas Khemani warns that nearly 80% of upcoming IPOs are poor-quality businesses, saying only a handful are worth investor attention. With India’s IPO pipeline touching $20 billion annually, he cautions that supply is outpacing fundamentals, valuations are stretched, and investors must be far more selective amid shrinking listing gains.Read More

Brookfield India Real Estate Trust has raised Rs 3,500 crore by selling units to investors and will use this amount to fund the acquisition of a property in Bengaluru.Read More

SBI Mutual Fund, the biggest fund house, has initiated the process for the appointment of merchant bankers and other service providers to facilitate an initial public offering (IPO).Read More

The S&P BSE Sensex declined 275 points, or 0.32%, to end at 84,391.27, while the NSE Nifty 50 shed 82 points, or 0.32%, closing at 25,758.Read More

SBI Cap Securities’ Sunny Agrawal assesses the market debuts of Meesho, Aequs and Vidya Wires, calling Meesho’s 45% listing gain strong but advising a tracking position as profitability levers unfold. He sees Aequs as a niche, high-margin long-term aerospace play, while urging investors to book profits in Vidya Wires and wait for earnings clarity before...Read More

Park Medi World’s IPO, valuing the hospital chain at Rs 920 crore, saw a 39% subscription on Day 1. Trading at a grey market premium of Rs 21-22, the IPO is seeing decent in the grey market as well. Proceeds from the IPO will be to fund debt repayment, hospital expansion, and acquisitions. Analysts broadly...Read More

Shares of EMS companies Dixon, Amber, and PG Electroplast declined sharply on Wednesday, tracking the fall in Kaynes Technology and extending the sector’s recent weakness. Dixon led the slide, plunging over 9% intraday—its biggest drop since January—before ending down more than 8%, with trading volumes surging to over triple the 20-day average.Read More

In a recent note, domestic brokerage firm Kotak Securities has projected a bull case target of 32,032 for the Nifty 50 index by December 2026, suggesting meaningful upside potential from current levels, highlighting a preference for BFSI, and IT sectors, among others.Read More

Global investors including Temasek and Capital Group, along with major Indian asset managers such as SBI MF, ICICI Prudential, and HDFC AMC, have placed bids to buy shares in Swiggy as the company seeks fresh funding a year after its listing. Other global players like Fidelity, BlackRock, and Nomura have also participated in the $1.1...Read More