Samie Modak

Nifty IT tumbles 3.7% to near 3-year low amid AI disruption concerns

Indian IT stocks fell sharply after OpenAI's acquisition of consulting firm Tomoro intensified concerns over AI-led disruption to traditional IT services models

India's share in global market capitalisation slips below 3% mark

India's global market capitalisation share fell below 3 per cent for the first time in four years after a sharp two-day equity market selloff

Markets tumble for second day as crude surge sparks inflation concerns

Over Rs 17 trillion in investor wealth was wiped out in two days amid fears over inflation, fiscal deficit pressures and continued foreign outflows

Crude prices rise, markets fall over 1.5% amid West Asia conflict

Indian equity markets fell sharply as Brent crude surged above $100 a barrel amid escalating Middle East tensions and heavy foreign investor outflows

Don't expect more than a mid-to-high single digit return: KIE CEO Gupta

Kotak Institutional Equities CEO Pratik Gupta warns that high oil prices, AI disruption and monsoon uncertainty could cap gains in Indian equities

TSMC widens weight gap with India in widely tracked MSCI Emerging Markets

Chipmaker rally lifts Taiwan to the top of EM hierarchy; India's weight at 6-yr low

NSE pushes to file IPO papers by June 15, sets stage for 2026 listing

As part of pre-filing requirements, the exchange has convened an extraordinary general meeting on May 25 to seek shareholder approval for amendments to its articles of association.

DII holdings in Nifty 500 hit record 20.9%, FPIs' slid to a new low in Q4

DIIs pumped $27.2 billion into equities; FPI outflows stood at $14.2 billion in March

India's portfolio rejig: How the country is losing its crown in EM basket

In recent weeks, a string of global brokerages - including Goldman Sachs, Nomura, HSBC, UBS, and JPMorgan - have downgraded Indian equities in their emerging market portfolios

Street signs: Of balance sheets and West Bengal, Bandhan's 40% sprint

The IPO market feels oddly still these days with only a couple of equity offerings trickling through the past six weeks

After March rout, domestic markets clock record mcap surge in April

Benchmark indices posted strong gains in April, with the Sensex rising 6.9 per cent and the Nifty advancing 7.5 per cent - their best monthly performance since December 2023

Sebi rolls out fast-track route for AIF scheme launches, eases timelines

Regulator allows AIFs to launch schemes after 30 days of filing, aiming to cut delays, ease capital deployment, and rely more on due diligence by intermediaries

Yield products thrive amid IPO drought, draw strong investor interest

Investors turn to REITs, InvITs and NCDs for stable returns as IPO activity slows, amid macro uncertainty and a shift towards predictable cash flows

Buybacks regain favour after tax reset, market slump boosts appeal in India

Falling stock prices and favourable tax changes are bringing share buybacks back into focus as companies look to reward shareholders and signal confidence in valuations

JPMorgan downgrades India to 'neutral' on valuations, earnings risks

JPMorgan cuts India to neutral, citing elevated valuations, earnings risks, and limited exposure to AI-led sectors, while remaining positive on long-term growth fundamentals

In open letter to PM, Bernstein flags structural risks to India's growth

Global brokerage Bernstein cautions India may under-deliver on growth potential without reforms, flagging risks from AI disruption, weak manufacturing gains and rising welfare spending

HSBC downgrades India to underweight on inflation, demand concerns

HSBC has cut India to underweight, citing inflation risks, high energy prices and weak demand outlook, warning of potential earnings downgrades and subdued foreign inflows

Benchmarks retreat amid sharp IT selloff as oil surge hits sentiment

Benchmark indices fell as IT stocks slumped and crude oil prices surged, with geopolitical tensions and profit-booking weighing on investor sentiment

Markets trace Covid-era comeback: BSE 500 up 12.1% so far this month

The Sensex rose 753 points, or 0.96 per cent, to 79,273, while the Nifty 50 added 212 points, or 0.9 per cent, to 24,577 - both their strongest finishes since March 6

Hindalco likely to replace Trent in Sensex in upcoming June rejig

Analysts expect Hindalco to enter the Sensex in the semi-annual rebalance, replacing Trent, with potential passive inflows of ₹3,800 crore