India has emerged as the most impacted market within emerging economies, experiencing $3.7 billion in outflows over the past three weeks, matching the total outflows from the entire emerging market basket, as global equity funds turn negative for the first time since January 2026 due to escalating geopolitical tensions.
At the upper end of that range, the bourse would rank among the seven most valuable listed firms in the country.
Domestic institutional investors, on the other hand, made a net investment of Rs 1.13 trillion during this period.
'The next phase of India's IPO cycle will be defined by quality, pricing discipline and investor selectivity.'
With domestic markets turning choppy, investors are increasingly scouting for opportunities overseas to diversify portfolios and hedge against a weakening rupee.
Sensex and Nifty post steepest weekly loss in over a year, falling nearly 3 per cent.
Even as the benchmark and broader indices were down sharply on Monday due to escalating tensions in West Asia, the Nifty Defence index ended the session in the green.
India has lost its $5 trillion market capitalisation (mcap) tag following Monday's sharp selloff in equities and a simultaneous slide in the rupee.
'The problem is not just slower growth, but also the quality of growth.'
The selloff in domestic information technology stocks intensified on Friday, with the Nifty IT index sliding as much as 5.2 per cent during the session before paring losses to close 1.44 per cent lower.
The Nifty IT index hit a more than nine-month low, trading at its weakest level since April 17, 2025.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
The BSE Smallcap index hit an over eight-month low of 47,627.96, falling 3 per cent in Tuesday's intraday trade amid selling pressure due to ongoing tariff-related concerns and rising geopolitical tensions.
Shares of information technology (IT) companies were in demand on Friday, with the National Stock Exchange's (NSE's) Nifty IT index rallying 3.3 per cent on . This came after Infosys reported steady sequential growth, driven by health care boost and large deal rampup in a seasonally weak quarter (Q3FY26).
'The first time India has seen two consecutive blockbuster IPO years.'
Over 50 per cent, or 660 stocks, from the BSE 1000 index recorded negative returns during CY25.
While not all complaints are frivolous, experts say petitions timed close to an IPO or listing often raise concerns about mala fide intent.
Shares of gold finance companies Muthoot Finance and Manappuram Finance hit their respective all-time highs, gaining on the BSE during Wednesday on expectation of healthy earnings. In comparison, the benchmark BSE Sensex was down 0.14 per cent, closing at 85,408.
The Securities and Exchange Board of India (Sebi) on Wednesday overhauled the cost framework for the 80 trillion domestic mutual fund (MF) industry, introducing a simplified structure aimed at improving transparency for investors while balancing the impact on asset managers.
'Foreign capital will continue to come directly into India, but companies have realised that GIFT City is a more cost-efficient way of channelling funds.'