Page 21 - Market Lens

NSE ranks fourth on the global IPO offering league table in H1-2025

The top three spots as regards offerings were occupied by the Nasdaq Global Market, NYSE and the Nasdaq Global Select Market that offered to raise $28.95 billion in H1-CY25

Indian equities out of re-rating potential; Emkay decodes what's next

Market outlook: According to Emkay Global Financial, surge in Nifty has pushed the valuations out of the 'attractive' territory and has left little room for further re-rating

With halved gains & shaky sentiment, IPOs struggle to attract retail, HNIs

Market watchers link the pullback to underwhelming listing-day performance and the lack of big-name IPOs

Sideshow to spotlight: FoFs weren't in the script, now they own the stage

₹15.6K cr floods in as tax reset, fund blitz, and asset bounce rewrite the playbook in Q1

Emerging market assets weighed down by Trump's blanket tariff threat

The MSCI index tracking developing-world currencies edged lower, with the South African rand and the Mexican peso leading the losses

Traders watch expiry day moves after Sebi ban on Jane Street Group

The benchmark NSE Nifty 50 Index opened little changed, with its biggest components - HDFC Bank Ltd., Reliance Industries Ltd. and ICICI Bank Ltd. - barely moving

F&O turnover declines 21% as market sees impact of Jane Street ban

F&O turnover on the National Stock Exchange drops 21% on the first expiry of Nifty weekly contracts since Jane Street's ban, with index options turnover seeing a significant decline

Equity cult in Bihar: State now has 10th highest investor base, shows data

This is the sharpest surge recorded across states during this period, and reflects a compound annual growth rate (CAGR) of 48.8 per cent

Market rally boosts stocks of loss-making companies on turnaround hopes

The rally comes amid a recovery phase in markets, with SMIDs climbing back toward their September 2024 highs

Demat accounts rise by 2.5 million in June, near 200 mn milestone

June also marked the second consecutive monthly increase after a steady decline from January to April

Equity MF inflows rise 24% to ₹23,587 cr in June, ending five-month decline

Net equity MF inflows rose to Rs 23,587 crore in June as redemptions fell; SIPs hit record Rs 27,269 crore, pushing mutual fund industry AUM to Rs 74 trillion

BFSI, Auto, Telecom: What did foreign investors buy and sell in June 2025?

FIIs biggest investment was in the BFSI sector in June 2025, followed by Oil and Gas, and Automobile sectors

Promoter holdings private listed firms drops 600 bps to 37% since 2021

Promoter share in top 200 firms has fallen by 600 bps since 2021 as mutual funds absorb large stake sales, boosting India's MSCI weight and market resilience

Sebi intervention in F&O marks 20% decline in individual investors

The number of individual investors in the F&O segment has dropped by 20% to 6.7 million, with mounting losses and regulatory tightening contributing to the decline in participation

Single-digit earnings growth likely for India Inc in June quarter

Brokerages however expect a further slide in revenue growth due weak demand in key sectors such as Banks, IT Services, FMCG, Automobile, Oil & Gas and mining & metals

Indian Hotels, nine midcaps move to largecap basket in Amfi reshuffle

Amfi's July 2025 stock reclassification sees 10 midcaps, including Indian Hotels and Solar Industries, move to the largecap list based on six-month market cap average

Net losses of individual traders in F&O widened in FY25: Sebi study

Sebi's new study reveals a 41% rise in net losses of individual traders in the equity derivatives segment in FY25, with over 91% of traders making losses, despite regulatory measures.

Jane Street fallout: High-frequency trading, quant firms under lens

Sebi aims to stay proactive as firms expand in India

18 debt issuances, ₹1 trillion+, the fastest half-year sprint yet

Reits, Invits tapped debt every 10 days in record run

Markets set the hoofbeat: MFs run with the bulls to ₹72 trillion

Investor herd came charging back - AUM climbed 7% in Q1