Anand Shah, CIO at ICICI Prudential AMC, emphasizes that companies, not markets, create wealth through compounding. His BMV framework (Business, Management, Valuation) guides stock selection, prioritizing sustainable earnings growth, quality, and reasonable valuations. Shah advocates for businesses that outperform their sectors and grow faster than GDP, while surviving downturns.Read More

Despite Nifty 50 hitting record highs in 2025, many portfolios lagged due to market polarization, with large-caps outperforming mid- and small-caps. This divergence stemmed from expensive valuations and uneven earnings growth in smaller segments. Looking ahead, sustained SIP inflows and a strong IPO pipeline are expected to drive market stability and growth in 2026.Read More

Indian equities opened lower on Tuesday, breaking a two-day rally as foreign investors resumed selling. The Sensex and Nifty saw slight declines, with analysts anticipating thin trading volumes as the year concludes. The market awaits fresh catalysts ahead of the year-end.Read More

Axis Securities forecasts the Nifty 50 to reach 28,100 by December 2026, anticipating a robust earnings-led growth phase for Indian equities. The brokerage has identified nine top stock picks, including SBI and Varun Beverages, with potential upside up to 23%, driven by strong fundamentals and earnings visibility.Read More

India’s IPO market is facing a harsh reality check as nearly half of the 102 listings in 2025 are trading below their issue price. Even strong demand from High Net Worth Individuals (HNIs) failed to protect 12 heavily subscribed IPOs, which are now underwater, highlighting issues beyond subscription frenzy.Read More

Ola Electric shares: The company clarified that promoter Bhavish Aggarwal’s Rs 324 crore stake sale was a one-time move to repay debt. The proceeds were used to fully repay a Rs 260 crore promoter-level loan, including interest, and to release all pledged promoter shares.Read More

On December 22, four Nifty500 stocks closed more than 1.5% below their VWAP levels, signalling potential bearish pressure. Closing below VWAP indicates the stock ended the session beneath its volume-weighted average price, reflecting rising selling interest and weakening intraday sentiment among market participants.Read More

Indian equity markets are set for a stronger 2026 as earnings growth revives, consumption picks up and capex improves, says Bajaj Finserv Asset Management CIO Nimesh Chandan. Largecaps remain attractive, smallcaps are back on the radar after corrections, and sectors like financials, healthcare and consumption offer fresh opportunities for investors.Read More

Indian investors are increasingly seeking global diversification, with outbound investment queries rising 25-30% year-on-year. Despite domestic market highs, global markets like the US, Europe, and Japan have outperformed. Technology, clean energy, and healthcare are key themes attracting interest, with a recommended 20% allocation to global assets.Read More

Bai Kakaji Polymers is launching its Rs 105 crore IPO on the BSE SME platform. The issue opens on Tuesday and closes on Friday, December 26. The company manufactures plastic and polymer products for consumer goods. Proceeds will fund debt repayment and capital expenditure. Grey market signals are muted, indicating cautious listing expectations for investors.Read More