From the 30-Sensex firms, Tata Steel, Kotak Mahindra Bank, Reliance Industries, Axis Bank, Titan and Trent were among the biggest gainers. However, Tata Consultancy Services, Tech Mahindra, Infosys, Bajaj Finance and Sun Pharma, were the laggards.
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.
Recent developments - proposed changes to the goods and services tax (GST) rates and S&P Global Ratings' upgrade of India's long-term sovereign credit rating to BBB, with a stable outlook, - may not be enough to bring foreign investors back to Indian markets in a rush, feel analysts.
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
Cleaner balance sheets, regulatory support and strong growth prospects helped Indian private banks attract over $6 billion in foreign capital, with more deals expected in 2026.
Mutual fund industry extended its bull run in 2025, adding a staggering Rs 14 lakh crore to its asset base and pushing total AUM to a record Rs 81 lakh crore by November, powered by surge in retail participation and record SIP inflows. Venkat Chalasani, chief executive officer of AMFI, told PTI that the industry's outlook remains positive, with steady SIP inflows continuing to offset foreign portfolio investor outflows and strengthening market resilience.
rediffGURU Vipul Bhavsar answers readers' personal income tax queries.
After withdrawing money on a net basis for the past three months, foreign portfolio investors (FPIs) have turned buyers with a Rs 6,480 crore investment in October so far, driven by strong macroeconomic factors.
Passive funds have resumed gaining ground in the mutual fund (MF) industry after a slowdown in 2024, with their share of assets under management (AUM) reaching an all-time high in 2025. The surge has been driven largely by robust inflows into gold and silver exchange-traded funds (ETFs).
The aggregate net worth of the country's 176 dollar billionaires dropped to $984.2 billion during 2025, down from a record $1,036.2 billion at the end of December 2024.
Fund managers advise conservative investors to cap midcap exposure at 10 to 15 per cent of their equity portfolio.
From the 30-Sensex firms, Tata Steel, Asian Paints, Trent, State Bank of India, Hindustan Unilever, UltraTech Cement, ICICI Bank and Bharti Airtel were among the gainers. On the other hand, Infosys, Bajaj Finance, Bharat Electronics, Larsen & Toubro and HDFC Bank were the laggards.
From the 30-Sensex firms, NTPC, ICICI Bank, Adani Ports, Bharti Airtel, Sun Pharma and Bajaj Finance were among the biggest laggards. However, Asian Paints, HCL Tech, Bharat Electronics and Reliance Industries were among the gainers.
The rupee witnessed its worst single-day decline in around two months since November 21, 2025, due to demand for dollars among importers, said dealers. The maturing short positions in the non-deliverable forwards market further weighed on the local currency.
From the 30-Sensex firms, Maruti, Power Grid, Tata Motors Passenger Vehicles, HDFC Bank, Asian Paints and Tata Steel were among the biggest laggards. However, Titan, HCL Tech, Tech Mahindra, Infosys and Tata Consultancy Services were among the gainers.
In a world fractured by uncertainty, India stands out for its policy consistency, paired with sustained ambition, points out Pritam Banerjee.
Benchmark stock indices Sensex and Nifty closed higher on Thursday, helped by a rally in blue-chip Larsen & Toubro and the Economic Survey projecting the GDP growth of 6.8-7.2 per cent for the next fiscal.
The market capitalisation of BSE-listed companies eroded by Rs 9,40,581.75 crore to Rs 4,50,61,658.60 crore (USD 4.90 trillion) in a single day.
The idea of back-loading the target of fiscal consolidation is perhaps guided by the government's desire to be prepared for any adverse developments in the coming year, points out A K Bhattacharya.
From the 30-Sensex firms, NTPC, Trent, Bajaj Finance, Power Grid, Maruti, State Bank of India, ICICI Bank and Bharat Electronics were among the biggest gainers. In contrast, ITC, Kotak Mahindra Bank, Titan Company, Axis Bank and Bharti Airtel were the laggards.
The Supreme Court of India has emphasized the need to sensitize male teachers and students about menstruation to eliminate stigma and ensure the effective use of menstrual hygiene facilities in schools.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
'We operate in an economy that is structurally positioned for long-term growth. As market levels rise over time, our AUM grows in line.'
Shares of Bharat Coking Coal Ltd on Monday made a bumper stock market debut and ended with a premium of nearly 77 per cent, commanding a market valuation of Rs 18,935 crore. The stock was listed at Rs 45.21, a steep premium of 96.56 per cent from the issue price of Rs 23 on the BSE.
This exercise allows investors to realign their portfolios with changing market conditions and evolving personal objectives.
From the 30-Sensex firms, Eternal, Infosys, Asian Paints, UltraTech Cement, Bajaj Finance, HCL Tech and Titan were among the biggest laggards. However, Tata Steel, Mahindra & Mahindra, Bajaj Finserv and Axis Bank were among the biggest gainers.
The automobile and auto-ancillary sector is expected to show strong Q3FY26 results, aided by festival-led demand, rationalisation in goods and services tax (GST) rates for select categories of vehicles, easing interest rates, and improving rural sentiment.
From the 30-Sensex firms, ITC tanked 9.69 per cent, following Bajaj Finance, Asian Paints, Bharat Electronics and ICICI Bank. In contrast, NTPC, Eternal, Mahindra & Mahindra, Larsen & Toubro and Power Grid were among the gainers.
Ravi Kaushik has sold 70,000 units of air filters through his start-up Airth and aims to sell 10 lakh units in the next five years.
From the 30-Sensex firms, InterGlobe Aviation, Sun Pharma, Asian Paints, Reliance Industries, Hindustan Unilever, and Tata Steel were among the biggest laggards. However, Trent, UltraTech Cement, Maruti, and Power Grid were among the gainers.
Investors have put money in Ambuja Cements shares as the cement major has moved to consolidate its operations. The Adani Group company has proposed to merge its subsidiaries ACC and Orient Cement into the parent entity.
In the 15 Union Budget presentation days of the Narendra Modi government since it came to power in 2014, the BSE benchmark Sensex has ended in negative territory eight times.
Brokerages were divided on Bajaj Finance after its 2025-26 (FY26) third-quarter (October-December/ Q3) results, with a few raising targets on valuation comfort, while others flagged concerns over the credit cost trajectory.
The number of rights issues more than doubled and hit a 28-year high in 2025, even as qualified institutional placements (QIPs) shrank amid a broader market correction and the Securities and Exchange Board of India's (Sebi's) revised framework for rights issues.
From the 30-Sensex firms, Bharat Electronics, Power Grid, Tata Motors Passenger Vehicles, Asian Paints, Reliance Industries, and Bajaj Finserv were among the biggest gainers. However, HCL Tech, Kotak Mahindra Bank, ICICI Bank, and Sun Pharma were the laggards.
IT services major Wipro on Friday reported a 7 per cent decline in consolidated net profit to Rs 3,119 crore in the third quarter of FY26, weighed by a one-time provisional impact of Rs 302.8 crore due to the implementation of new Labour Codes.
Overlap refers to the same stocks appearing across fund portfolios.
Foreign investors offloaded Indian equities worth nearly Rs 21,000 crore in the first half of August, pressured by US-India trade tensions, lacklustre first-quarter corporate earnings, and a weakening rupee.
Sometimes, the most powerful Budgets whisper and the wisest investors listen, notes Ramalingam Kalirajan.
A host of macroeconomic data announcements, global trends and trading activity of foreign investors would dictate investors' sentiment in the stock market this week, analysts said. Besides, auto sales data will be closely tracked, experts noted.
