Equity Market
Earnings growth to move more in line with nominal GDP: Anand Shah
Valuations cap broad upside in 2026, with market returns increasingly driven by earnings growth in line with nominal GDP and selective stock-specific opportunities
 "Earnings growth to move more in line with nominal GDP: Anand Shah")
When midcaps blinked: A year of sharp reversals and what lies ahead
A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025
 "When midcaps blinked: A year of sharp reversals and what lies ahead")
From Baidu unit to Jio, Asia's IPO boom shows no sign of slowing in 2026
Long-dormant IPO plans are reviving, with 2026 likely to see major offerings from Baidu, Zepto, ChangXin Memory Technologies and Coca-Cola's India bottling arm
 "From Baidu unit to Jio, Asia's IPO boom shows no sign of slowing in 2026")
MF investor additions hit slow lane in 2025 as equity volatility bites
Industry adds 5.8 million investors this year compared to 10.6 million in 2024
 "MF investor additions hit slow lane in 2025 as equity volatility bites")
Markets gain on US Federal Reserve rate cut; trim weekly losses
Benchmarks ended higher after the US Fed's rate cut lifted risk sentiment, but the rupee hit fresh lows and FPI selling persisted, keeping Sensex and Nifty down for the week
 "Markets gain on US Federal Reserve rate cut; trim weekly losses")
Q2 earnings reinforce confidence in growth revival, says Nimesh Chandan
Debt-to-GDP ratios in many countries are quite high, which could put pressure on bond markets, says Chandan
 "Q2 earnings reinforce confidence in growth revival, says Nimesh Chandan")
Mutual fund equity buying in October lowest in six months at ₹17,778 cr
Equity deployment by mutual funds drops sharply as inflows moderate and fund managers turn cautious amid rising valuations and profit booking
 "Mutual fund equity buying in October lowest in six months at ₹17,778 cr")
BS BFSI Summit: PEs on way to become mainstream in India: Industry leaders
Private equity firms are now the largest source of FDI in India, with rising domestic capital and strong exit markets pushing the sector toward mainstream status, top fund managers said
 "BS BFSI Summit: PEs on way to become mainstream in India: Industry leaders")
Less than 2% dare to go only-derivatives: NSE's Market Pulse report
Out of nearly 9 million individual investors active in the equity derivatives segment, 2.1 million traded only in futures and options (F&O) during the period
 "Less than 2% dare to go only-derivatives: NSE's Market Pulse report")
Smaller servings, smaller risks: The Street's trading volume crash diet
A market bloated on F&O speculation has slimmed under Sebi watch - 20% leaner
 "Smaller servings, smaller risks: The Street's trading volume crash diet")
Rs 4 trillion and rising: MFs on course for record equity purchase in 2025
Mutual funds' equity investments top Rs 4 trillion so far in 2025 and may breach Rs 5 trillion by year-end, offsetting foreign selling and steadying markets
 "Rs 4 trillion and rising: MFs on course for record equity purchase in 2025")
Past year certainly raised doubts about the bull run, says Mahesh Patil
Aditya Birla Sun Life AMC's Mahesh Patil says headwinds are easing, and the next Samvat could see equities align with economic growth
 "Past year certainly raised doubts about the bull run, says Mahesh Patil")
Multi-asset allocation funds outshine equity schemes over 3-year period
Clock 19.1% annualised return in the period compared to flexicap's 18.2%
 "Multi-asset allocation funds outshine equity schemes over 3-year period")
Gold to Sensex ratio highest since 2014, barring Covid pandemic year
Rising gold prices and steady equities push ratio to highest since 2014
 "Gold to Sensex ratio highest since 2014, barring Covid pandemic year")
Delphi World Money acquires stake, management control in Ebix Travels
Delphi World Money acquires equity stake and management control in Ebix Travels to expand beyond forex and build an integrated travel and financial services ecosystem
 "Delphi World Money acquires stake, management control in Ebix Travels")
NCDEX raises $88 million from brokers ahead of equity foray, says CEO
The exchange, which dominates agricultural commodity trading in India, received in-principle approval from the markets regulator in July to launch equity and equity derivatives trading
 "NCDEX raises $88 million from brokers ahead of equity foray, says CEO")
Markets underestimating turn in growth cycle, says Morgan Stanley
The US-headquartered firm sees a compelling case for a re-rating, driven by India's increasing share in global output, stable fiscal and monetary frameworks
 "Markets underestimating turn in growth cycle, says Morgan Stanley")
NCDEX secures ₹500 cr funding, Citadel and Tower Research among investors
NCDEX has raised over Rs 500 crore with Citadel, Tower Research, Groww and JM Financial among investors as the exchange prepares to enter the equities market
FPI selloff, result woes drag Indian equity markets down for a third day
Sensex drops 572 points, Nifty 156; monthly losses hit ₹13.3 trillion as Kotak Bank, TCS fall sharply and India-US trade talks stall
 "FPI selloff, result woes drag Indian equity markets down for a third day")
Elan Group repays Rs 875 cr debt to Asia Pragati Strategic Investment Fund
Elan Group's strategic debt repayment strengthens its financial position, creating room for investment in future projects and land acquisitions
 "Elan Group repays Rs 875 cr debt to Asia Pragati Strategic Investment Fund")