Indian markets are at record highs. Investors are reviewing asset allocation for the coming year. Naveen Kulkarni of Axis Securities PMS suggests a ₹10-lakh portfolio for 30-40 year olds. Equities should exceed 50%. Debt and gold will form the rest. FIIs may return in 2026. BFSI, power, and consumption sectors are expected to lead.Read More

India’s private credit market is booming, attracting global investors. Structural reforms and strong developer demand are key drivers. Alternative Investment Funds are playing a crucial role, acting as new lenders for real estate projects. India is becoming a major hub for real estate credit capital in the Asia-Pacific region.Read More

As of December 9, five stocks in the NSE F&O segment witnessed a meaningful rise in futures open interest, signalling fresh positioning activity. JSW Energy, Hindustan Unilever, BSE, Zydus Lifesciences, and Tube Investments of India reported an over 5% increase in OI, reflecting growing participation in the derivatives market.Read More

Oil prices are holding steady. Concerns about supply exceeding demand are limiting price increases. Investors are watching Ukraine peace talks closely. A peace deal could lift sanctions on Russian oil. U.S. oil production is expected to reach a new record this year. However, output is forecast to slightly decrease in 2026.Read More

UTI AMC’s V. Srivatsa says India’s aviation sector may see a temporary reset but no structural shift despite one airline holding 65% market share. He expects a pickup in earnings driven by consumption, banking strength and government reforms, with low double-digit growth likely in FY27. Top sector preferences include IT, oil & gas and healthcare,...Read More

India’s IPO market has achieved a historic milestone, surpassing 100 listings for the first time in 18 years. This surge has raised a record Rs 1.6 lakh crore. However, investors are experiencing lower listing-day returns, indicating a shift in market dynamics. The IPO pipeline remains strong with major companies preparing to go public, suggesting continued...Read More

Shares of AU Small Finance Bank are set to remain in focus after the Ministry of Finance approved raising the foreign investment limit from 49% to 74%. The move allows greater foreign participation, enhancing capital-raising potential while ensuring regulatory compliance under FDI and FEMA rules. Shares closed 1.9% higher at Rs 971.10.Read More

NALCO awarded a 25-year Mine Developer and Operator (MDO) contract for the Pottangi Bauxite Mines to Dilip Buildcon at a base charge of Rs 423 per ton; both companies’ shares will be in focus. The project includes developing the mine, an Overland Conveyor Corridor (OLCC), and allied infrastructure. Dilip Buildcon secured the contract as the...Read More

Corona Remedies’ Rs 655.37-crore IPO has seen strong demand, with overall subscription at 9.33 times by Day 2. The GMP of around Rs 270 suggests a potential listing near Rs 1,332. While the company shows robust growth, brand concentration, regional dependence, and supply-chain risks remain. Analysts, however, maintain a long-term “subscribe” view given its strong...Read More

Bullion started Wednesday on a strong note, with silver futures hitting a record Rs 1,90,374/kg and gold trading above Rs 1.30 lakh/10 grams. Globally, silver extended gains after crossing $60/oz for the first time, reaching $61.4797/oz, driven by speculative bets that the US Federal Reserve will announce a 25-bps rate cut at its Dec. 9–10...Read More