Page 14 - Market Lens

Pre-IPO deals moderate after peaking in 2023 amid buoyant primary markets

Pre-IPO deals have fallen as companies avoid dilution, with narrowing price gaps and robust IPO demand prompting issuers to skip placements and seek higher valuations

With 3 mn new entries, demat a/cs see biggest spike in July since Dec

With seamless onboarding and the continued allure of equities fuelling demand, July's additions pushed the nationwide demat count beyond 200 million

Jio BlackRock debut powers record July inflows in mutual fund NFOs

Debt schemes and new launches push July NFO collections to an all-time high

Indian Reits distribute Rs 1,559 cr in Q1 FY26, post 13% Y-o-Y growth

Brookfield, Embassy, Mindspace and Nexus Reits paid over 270,000 unitholders in Q1 FY26, with cumulative payouts crossing Rs 24,300 crore since inception

MF roster swells to 50: 8 licences issued in 2 years, 8 more await Sebi nod

This phase has also been marked by growing adoption of systematic investment plans for MF investing, ensuring a consistent flow of investments into the industry

Donald Trump tariff woes keep rupee near record low despite weak dollar

Higher tariffs threaten India's export earnings, curbing forex inflows and thus boosting dollar demand in the local market

Record equity inflows in July push mutual funds' AUM beyond ₹75 trn

Equity mutual funds logged record monthly inflows in July on strong SIPs and NFOs, pushing industry AUM past Rs 75 trillion for the first time despite market volatility

DIIs pip FIIs in Indian stocks ownership, like BFSI: Motilal Oswal

DIIs - which include mutual funds, insurance companies, and pension funds -- poured $19.7 billion into Indian stocks last quarter, far ahead of the $5.4 billion invested by FIIs.

The silent reflex: In market quakes, mutual funds are the fault dampers

Steady capital flows prevent ruptures on volatile fault lines

India faces capital cold snap in largest fund retreat since January

EMs synchronised in capital flight as tariff storm clouds darken

FPIs pull nearly ₹18,000 crore from equities in August amid trade tensions

Foreign investors have pulled out nearly Rs 18,000 crore from Indian equities so far this month, weighed down by escalating US-India trade tensions, disappointing first-quarter corporate earnings, and a weakening Indian rupee. With this, the total outflow by Foreign Portfolio Investors (FPIs) in equities has reached Rs 1.13 lakh crore so far in 2025, according to data from the depositories. Going forward, FPI sentiment is expected to remain "fragile and in risk-off mode," with tariffs and trade negotiations emerging as key factors to watch out for in the coming week, according to Vaqarjaved Khan, CFA, Senior Fundamental Analyst at Angel One. The data showed that FPIs withdrew a net sum of Rs 17,924 crore from equities in this month (till August 8). Foreign investors had pulled out Rs 17,741 crore on a net basis in July. Before that, FPIs invested Rs 38,673 crore in the preceding three months from March to June. The latest outflows were primarily due to escalating US-India trade ...

Losing interest: The curious case of absent shareholders at company AGMs

Companies see turnout at AGMs decline despite post-pandemic surge in shareholder numbers

JIO, Retail, O2C, New Energy: What analysts expect from RIL AGM on Aug. 29

At the AGM in 2024, Mukesh Ambani-controlled RIL guided for 2x growth in its business by 2030, with JIO and Retail envisaged to double over the next three-four years

Rupee may test 88.5 levels amid tariff tensions, FPI selloff: Analysts

Indian Rupee outlook: Analysts suggest that the local unit might largely stay range-bound between 86.50 to 88.50 levels

FPI selloff may worsen as Trump ups India tariffs pressure

Analysts have largely attributed the selloff to the trade uncertainty triggered by Donald Trump's tariff-related policies

Overseas funds pull out of IT and financial services stocks in July

Foreign investors pull out over ₹21,000 crore from key sectors in late July, with IT and financials bearing the brunt of the sell-off

Sebi proposes activity-based rules, single category for RTAs

Sebi on Thursday proposed introducing activity-based regulation for Registrars and Transfer Agents (RTAs), whereby services provided to listed companies would fall within its regulatory ambit and those for unlisted firms would be overseen by the Ministry of Corporate Affairs (MCA). RTAs that cater to both listed and unlisted entities will be required to establish a Separate Business Unit (SBU) exclusively for unlisted services. These SBUs should be set up within 18 months from the date of implementation, Sebi said in its consultation paper. Also, RTAs are required to ensure complete operational separation between the listed and unlisted businesses. "While registrations shall continue to be granted by Sebi, services provided by RTAs to unlisted companies will be overseen by the MCA. The MCA will handle investor complaints pertaining to unlisted securities," the regulator said. Additionally, Sebi has also proposed merging the two existing categories -- Registrar to an Issue (RTI) an

Tariff Impact: Emkay says buy the dip, stick to discretionary, industrials

Trump Tariff Impact: The US has imposed a 25 per cent penalty via executive order, which takes the total tariff burden to 50 per cent on select Indian goods.

Why Mahesh Patil sees opportunity, not panic, in Trump's tariff escalation

If effective, the steep 50 per cent tariff would be similar to a trade embargo, and will lead to sharp fall in affected export products, especially ones with thinner margins

FIIs hold 10 short bets for every long trade in index futures

FIIs are holding 10 short positions in index futures for every long trade; historically Nifty has witnessed a short-covering rally after the ratio dropped to such lows, shows F&O data.