Equity Market

Bandhan AMC CIO Manish Gunwani says India's macro fundamentals remain strong, with financials, insurance and real estate best placed to drive FY27 earnings growth

Adani Enterprises, JSW Infra attract highest MF investments

Qualified institutional placement activity picked up sharply in June as easing geopolitical tensions, stronger markets and improved investor sentiment encouraged companies to raise equity capital

Cash market turnover hit a 22-month high in May, driven by strong mid- and small-cap participation, while derivatives volumes stayed muted amid regulatory curbs

SBI Mutual Fund on Friday bought stakes in Adani Enterprises and Adani Energy Solutions from US-based GQG Partners for Rs 5,747 crore through open market transactions. SBI Mutual Fund purchased 1,64,39,984 shares representing nearly a 1.3 per cent stake in Adani Enterprises, the flagship entity of the Adani Group, according to block deal data on the National Stock Exchange (NSE). In addition, SBI MF also acquired 63,65,796 shares, amounting to a 0.52 per cent stake in Adani Energy Solutions. The shares were picked up in the price range of Rs 1,504.80-2,913.40 apiece, taking the combined transaction value to Rs 5,747.55 crore. Meanwhile, Rajiv Jain-backed GQG Partners, through its affiliate GQG Partners Emerging Markets Equity Fund, offloaded the same number of shares in the two Adani group companies. The stake buy comes after SBI Mutual Fund last month acquired a 0.45 per cent stake in Adani's flagship firm Adani Enterprises, for Rs 1,435 crore. Shares of Adani Enterprises rose 2

Proposal allows intraday introduction of fresh strike prices as markets swing

UTI AMC's Ajay Tyagi expects mid- and small-cap stocks to underperform large caps as valuations stay elevated and earnings growth remains uncertain

Near-term earnings may face pressure from geopolitical tensions, but improved valuations and strong fundamentals keep India's long-term market outlook intact

Large number of IPOs in recent years raised dispersion

IPO activity stalls despite market rebound, Vedanta's split reshapes indices, and mutual funds-PMS rivalry evolves into a strategic partnership

FPIs were net equity sellers in March, first full month after the conflict began

Net equity holding surges to multi-year high for multiple schemes

Foreign Investors are now seriously underweight India, with ownership at a 15-year low

21 million folios were added via the direct route compared to 15 million in regular plans

For the first time since the pandemic, individual investors were net sellers in the secondary market in the first 11 months of the financial year that ended in March

Private equity firms and wealthy investors delay block trades in listed firms as volatility, geopolitical tensions and looming IPO lock-in expiries weigh on sentiment

Foreign investors pulled out Rs 1.37 trillion from equities in FY26, while debt saw modest inflows supported by attractive yields and expectations of global index inclusion

Nifty hovers near key technical levels as markets eye IPO revival and NSE index rejigs, making the coming week crucial for equity sentiment

Valuations cap broad upside in 2026, with market returns increasingly driven by earnings growth in line with nominal GDP and selective stock-specific opportunities

A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025