India's equity story hinges on consumption, selective midcap bets, and FII flows, while IT faces headwinds and banks offer steady value, says Mukherjee
GST rate cuts are definitely positive for consumption, especially with the festival season approaching, says Nandurkar
With enough firepower to counter FIIs, DIIs have made India's equity market more resilient, but what's driving the shift?
India is in a unique position where the return on equity for BSE 500 companies is among the best globally, second only to the US, says Gohil
Institutional investors wary of midcap valuations, regulatory risks, and global cues; manufacturing seen as key investment theme
Equity markets have spent nearly nine months consolidating since June 2024, says Bhan
Domestic institutions step up as foreign inflows fall amid evolving macroeconomic scenario, credit flow and inflationary pressures
Institutional investments in Indian real estate are estimated to decline 37 per cent to USD 3.06 billion during the first half of this year on global economic uncertainties, according to JLL. Real estate consultant JLL India data showed that institutional investments in Indian real estate are likely to fall to USD 3.06 million in the January-June period this year as compared to USD 4.89 billion in the year-ago period. Foreign investors' share in total institutional investments in Indian real estate is 68 per cent, while domestic players infused 32 per cent during the first half of the 2025 calendar year. "Investment transactions are experiencing extended timelines due to the challenging international economic conditions and political uncertainties," the consultant pointed out. Institutional investors continue to participate through public market channels, including Real Estate Investment Trusts (REITs), Qualified Institutional Placement (QIPs) and investments in listed entities, it
Investors poured in over ₹83,000 crore into mid and smallcap funds in FY25
In the US, foreign-domiciled funds withdrew $10 billion from effectively reversing inflows seen in April, as per Elara Capital
Banking, financial services, and insurance (BFSI), telecom, and metals saw the highest FII flows in March 2025
Earnings-related uncertainty continues to weigh on small caps
Indian investors will have to be patient as FII inflows are not expected in the short to medium term. However, long-term view is intact
In this book, Ms Mehra strongly advocates global diversification to counter single-market, single-currency risk
We are building to be an investor-friendly country, says FM
Institutional investments in Indian real estate rose 61 per cent to USD 6.8 billion last year but attracting funds could be challenging in 2025 due to global uncertainties, according to Vestian. Institutional investments stood at USD 4.3 billion in 2023, real estate consultant Vestian said in a statement. Shrinivas Rao, CEO of Vestian, said, "Despite a slow start, the real estate sector received significant institutional investments in 2024, surpassing pre-pandemic levels." However, Rao said, "2025 is expected to be challenging due to increasing geopolitical friction, a slowdown in the global economy, and elevated inflation levels." Out of the total institutional investments, the residential sector reported investments worth USD 2 billion, accounting for 30 per cent of share. Investments in housing segment rose by 171 per cent in 2024 over the previous year. Commercial assets, which include office, retail, co-working, and hospitality projects, received 35 per cent of the total ..
The two key market indices, the Nifty 50 and Sensex, peaked on September 27 and are down 11 per cent now
The benchmarks rallied on Monday, after the ruling Bharatiya Janata Party (BJP) secured a decisive victory in the elections of the country's richest state, Maharashtra
F&O cues for Nov 14: Nifty has dipped nearly 3% thus far in Nov series, with FIIs holding short positions in 3:1 ratio; while retail investors holding bullish bets at 2:1 in index futures, shows data.
Equity investors will track the trading activity of foreign investors, global trends and ongoing earnings results for further cues, and benchmark indices may continue to witness consolidation in a holiday-shortened week amid the monthly derivatives expiry, analysts said. Markets fell sharply last week amid massive foreign capital outflows and dismal Q2 earnings so far. Weakness in the markets might continue in the near term amid cautiousness among investors ahead of the US presidential election early next month, an expert said. Equity markets will remain closed on Friday for Diwali, but a special trading window will be open for one hour in the evening. Leading stock exchanges BSE and NSE will conduct a one-hour special 'Muhurat Trading' session on the occasion of Diwali on November 1, marking the start of the new Samvat 2081. Vinod Nair, Head of Research, Geojit Financial Services, said, "We expect the consolidation to continue in the short term. A reversal in trend will depend on