Sundar Sethuraman
 "Sundar Sethuraman")
Sundar Sethuraman
Sundar Sethuraman covers equity markets and investment banking. Starting his career as a desk hand, he moved to a reporting role in 2016 and has worked in New Delhi, Mohali and Mumbai. He stumbled into journalism after wasting his prime in the bylanes of Trivandrum. He manages an Instagram page about his home town in memory of his flaneur days. He prefers political news over spectator sports and peppers his conversations with film references, and has read more blurbs than books. A keen explorer of Mumbai's food scene, he is the go-to resource for restaurant recommendations in Business Standard's Mumbai office.
Sundar Sethuraman covers equity markets and investment banking. Starting his career as a desk hand, he moved to a reporting role in 2016 and has worked in New Delhi, Mohali and Mumbai. He stumbled into journalism after wasting his prime in the bylanes of Trivandrum. He manages an Instagram page about his home town in memory of his flaneur days. He prefers political news over spectator sports and peppers his conversations with film references, and has read more blurbs than books. A keen explorer of Mumbai's food scene, he is the go-to resource for restaurant recommendations in Business Standard's Mumbai office.
Sundar Sethuraman
Rupee weakness clouds outlook for FPI flows; earnings revival key
Corporate earnings growth is estimated to be in high single digits for this fiscal and in mid-teens for the next two financial years
 "Rupee weakness clouds outlook for FPI flows; earnings revival key")
Retail investors sell ₹23,000 crore in two months as markets rally
The retreat from direct equities contrasts with continued inflows from domestic institutional investors
 "Retail investors sell ₹23,000 crore in two months as markets rally")
A rally leaning too far: A Jenga-high market with a wobbling base
ADR falls to 0.89 - November's gains now balance on a shrinking block of stocks, the lowest since February
 "A rally leaning too far: A Jenga-high market with a wobbling base")
Street Signs: Flexicaps lead MF space; IPO street set to buzz again
Flexible equity schemes top assets and inflows as investors turn cautious in a patchy market
 "Street Signs: Flexicaps lead MF space; IPO street set to buzz again")
The primary rush: Annual IPO haul set to hit ₹1.6 trn milestone next week
India's IPO market is on track to surpass last year's record haul, with fundraising likely to cross Rs 1.6 trillion and the number of issuances hitting their highest level since 2007
 "The primary rush: Annual IPO haul set to hit ₹1.6 trn milestone next week")
On the upswing: Equity benchmarks gain for third consecutive month
Rotation out of AI stocks, strong Q2 earnings and FPI buying helped markets hit 14-month highs despite valuation worries
 "On the upswing: Equity benchmarks gain for third consecutive month")
Sensex and Nifty scale fresh highs, but end flat on profit booking
Both indices had hit previous intraday highs on Sep 27 last year
 "Sensex and Nifty scale fresh highs, but end flat on profit booking")
Rate-cut expectations lift benchmark equity indices to near peak levels
Renewed expectations of December rate cuts by the Fed and RBI lifted sentiment, sending the Nifty near a record close and giving indices their strongest single-day rise in five months.
 "Rate-cut expectations lift benchmark equity indices to near peak levels")
Street Signs: Smallcaps miss the lift, Nifty faces its Rubicon test, more
Analysts credit this underperformance to retail and high networth investors shifting attention towards initial public offerings (IPOs) and lingering valuation concerns in smallcaps
 "Street Signs: Smallcaps miss the lift, Nifty faces its Rubicon test, more")
Nifty falls 24 points and Sensex 203 points short of the new peaks
Nifty and Sensex closed Thursday near record highs, boosted by banks and Reliance, with analysts expecting the rally to continue on supportive domestic and global cues
 "Nifty falls 24 points and Sensex 203 points short of the new peaks")
Sensex reclaims 85K: India indices near peak as global AI rally fades
Investors reallocate funds to traditional IT services firms
Fresh high: IPO secondary sales rocket towards ₹1 trillion this year
66% of total IPO fundraising has been via OFS since 2015
 "Fresh high: IPO secondary sales rocket towards ₹1 trillion this year")
India could be the beneficiary of anti-AI rotation trade: CLSA's Redman
Redman said India's investment appeal hasn't improved much over the last 12 to 18 months, although its trading is now cheaper following the correction during this period
 "India could be the beneficiary of anti-AI rotation trade: CLSA's Redman")
Benchmarks rise for sixth straight session; Nifty reclaims 26K peak
Nifty Midcap 100 strikes new highs
 "Benchmarks rise for sixth straight session; Nifty reclaims 26K peak")
Street Signs: Nifty claws towards 26,500, IPO ticker tape parade, and more
With total fundraising in 2025 already exceeding ₹1.5 trillion, the market is within striking distance of last year's record of ₹1.59 trillion
 "Street Signs: Nifty claws towards 26,500, IPO ticker tape parade, and more")
Sensex, Nifty gain for third day as trade deal, Fed hopes lift mood
Indian markets rallied for a third session on optimism over a potential US-India trade deal and expectations of a Federal Reserve rate cut, with tech stocks leading the gains
Demat account openings regained pace in Oct, total count above 210 mn
Equity markets advanced in October, supported by robust corporate earnings and optimism over a potential US-India trade deal that could lower tariffs from around 50% to 15-16%
 "Demat account openings regained pace in Oct, total count above 210 mn")
Lenskart lists flat after volatile debut; valuation debate lingers
Eyewear retailer Lenskart's stock fluctuated sharply on listing day, ending nearly unchanged as investors weighed its steep valuation and long-term growth potential
 "Lenskart lists flat after volatile debut; valuation debate lingers")
The market is more likely to melt up than melt down: Stephen Dover
Monetary easing, strong earnings, and capital investment will drive markets higher, with India and other emerging markets set to benefit, says Dover
 "The market is more likely to melt up than melt down: Stephen Dover")
Street Signs: FPIs on ice, trade deal the thaw, GMP runway lights flash
Foreign investors take a breather amid trade uncertainties, while IPO activity stays strong with four listings this week
 "Street Signs: FPIs on ice, trade deal the thaw, GMP runway lights flash")
