Samie Modak

AI giants dominate, evoke concentration risk concerns

Expected listings of OpenAI, Anthropic and SpaceX are drawing Indian investor interest, though experts warn of limited access and lofty valuations

Broker groups seek a separate framework for liquidity providers, warning RBI's new collateral rules could reduce market depth and raise trading costs

Foreign selling paints different pictures in India and South Korea, mutual funds warm to Adani stocks, and investor conferences create an unexpected travel bottleneck

Investors remain interested in India, but the AI theme is dominating global conversations, says Kulkarni

Investor enthusiasm for AI-linked semiconductor companies has lifted Taiwan and South Korea above India in global market-cap rankings, highlighting India's limited exposure to the sector

High oil prices and geopolitical risks remain key concerns, says brokerage

India's economy has improved over the past two quarters, but compared to markets like the US, Korea, Taiwan and even Japan, growth still looks less compelling

Fund flow data points to deterioration in risk appetite towards EM & commodity-linked themes, says Elara Capital

Foreign investor sentiment remains weak, but rising block deal activity offers a glimmer of hope for India's equity markets

PB Fintech co-founders Yashish Dahiya and Alok Bansal are set to sell shares worth up to Rs 654 crore through a block deal

The global $1-trillion market-cap club has grown to 15 companies, driven largely by the AI-led rally in semiconductor and tech stocks

Taiwan has become the world's fifth-largest stock market while South Korea narrows the gap with India amid a global rally in AI-linked technology stocks

According to the report,emergence of internal differences strengthens tata sons' case for a market-facing structure

Market whispers: Sebi review, commodity trading complaints, and the large-cap reality check

Bernstein says leverage, pledged-share and overseas funding concerns around Adani Group have eased after recent US-related legal overhangs were resolved

Sebi proposes wider auction bands and stricter norms for IPOs and re-listed stocks to improve price discovery and curb distorted trading

Benchmark indices recovered from sharp early losses as IT stocks rallied and foreign investors continued buying despite escalating tensions in West Asia

Bharti Airtel briefly surpassed HDFC Bank in market capitalisation during intra-day trade as the telecom major continued to outperform the private lender this year

Ramamurthy discusses rising retail and institutional participation, upcoming derivatives launches, regulatory concerns around retail trading, and the sustainability of growth in the segment