Ambareesh Baliga's quick take on the markets after the increase in STT on futures and options trading...
Stocks of fast-moving consumer goods companies have taken it on the chin in calendar year 2026 (CY26) with the Nifty FMCG index falling over 6 per cent compared to the Nifty 50 dipping 0.8 per cent. Nifty FMCG is one of the worst-performing sectors on the NSE in CY26.
Companies' rent and lease expenses have seen a significant decline relative to the money they make since the pandemic.
Retail investors are moving away from a buy-and-hold approach and towards more informed short-term positioning, recent investment patterns show.
'I expect IT stocks to trade lower for some time. They are unlikely to make money for investors.'
Domestic institutional investors (DIIs) poured in Rs 94,829 crore of fresh money into Indian equities in August, the second-highest monthly inflow after record Rs 1.07 trillion influx in October 2024.
More than half of all new project announcements in the June 2025 quarter came from the manufacturing sector. Manufacturing projects worth around Rs 2.3 trillion were announced in the three-month period, accounting for 54 per cent of total new projects, according to data from the Centre for Monitoring Indian Economy (CMIE).
Do you have Budget related queries? Ask Finance Expert Ambareesh Baliga.
Pepperfry co-founder and CEO Ambareesh Murty passed away in Leh due to cardiac arrest, company co-founder and COO Ashish Shah said on Tuesday. Murty, 51 years, was also an angel investor. He recently announced completing 12 years at Pepperfry on his LinkedIn post.
Beginning his film career in antagonistic roles, he later emerged on his own to become a hero. Ambareesh also had a successful career in politics having been an MLA, a Lok Sabha member and a former minister at the state and central levels.
The interplay between domestic and foreign capital will shape India's equity markets.
As the Indian stock markets tumble under the panic set off by US President Donald Trump's tariff tantrums, three market experts weigh in on the reasons behind this fall, how much pain is left and how should investors adapt their strategies to invest in markets.
618 companies were part of the billion dollar club when the markets reached all-time highs on September 26, 2024. That number has fallen to 500 following a $1 trillion wipeout in India's market capitalisation amid relentless selling by FPIs.
On average, stocks that debuted last year are down 37 per cent from their peak levels.
'It won't be a V-shaped recovery. It'll be consolidation.' 'Investors might exit during that grind. It'll be painful.'
The resignation letter states he is resigning as MLA of Mandya constituency, without assigning any reason.
Risks emerging from the US have left automotive investors worried. US President Donald Trump has announced 25 per cent tariffs on automotive imports, while global electric carmaker Tesla has taken its first steps towards entering India. While these developments are sentimentally negative for related stocks, it may be too early to conclude the eventual impact, analysts said.
Rupee depreciation, if it continues, will likely pull the markets down further. Since September 2024, the rupee has declined by 3.1 per cent, the Nifty has dropped by 8.5 per cent during the same period, and the Sensex has fallen by 7.3 per cent. If the decline continues, markets will need to brace for more pain as it could push foreign portfolio investors (FPIs) to exit their positions faster than anticipated.
'There's a misconception that all Rs 1 lakh crore will be spent immediately, leading to higher consumption of FMCG goods, travel, and vehicle purchases.' 'While some of this money will go toward consumption, not all of it will.' 'The impact depends on where people deploy their savings.'
Small and midcaps are leading the charge in the latest market rebound. Since November 21, when the benchmark S&P BSE Sensex and the National Stock Exchange Nifty hit their recent lows and slipped into correction territory, the Nifty Smallcap 100 index has risen by 8 per cent, while the Nifty Midcap 100 has gained 5.7 per cent. Meanwhile, the Nifty 50 index has risen by 4.7 per cent during this period.
It is said that Kumaraswamy was in a dilemma, as Nikhil was not keen on contesting but buckled under pressure from party workers.
The actor and director will be working on a film titled Veeraparampare which celebrates Kannada culture.
Assisted by his personal staff and gunmen, Gowda, with a cannula on his right hand, attended multiple election meetings on Tuesday and addressed people sitting in his chair as he cited knee pain.
The controlling shareholders of smaller and mid-sized companies are reducing their stakes at levels seldom seen since the 2008 global financial crisis. Over 20 per cent of companies listed on BSE MidCap and BSE SmallCap have seen a decline in promoter holdings for five consecutive quarters, reveals data from DSP Mutual Fund, shared with Business Standard. In the latest June quarter, the figure stood at 22.6 per cent.
'Even now, investors are not bothered about the war but are more concerned whether it will remain localised or not.' 'In case things are contained, markets can stage a bounce back in the next few days.'
Ambareesh said Siddaramaiah should have called him and asked him to give a chance to somebody else.
'There is no irrational exuberance when it comes to mainboard IPOs.' 'Most issues are by good quality businesses.'
Automobile, apparel and electronics are among sectors that see a sales boost during the festival season, a time when investors expect gains in related stocks. This year could be different: Analysts have factored in all positives and do not expect such stocks to deliver lucrative returns. "Indian households spend across sectors like automobiles, consumer durables, and consumer staples during the festival season.
Mandya's independent MP Sumalatha Ambareesh on Wednesday announced that she would join the Bharatiya Janata Party, thereby extending her support to the National Democratic Alliance candidate and Janata Dal-Secular leader H D Kumaraswamy in the upcoming Lok Sabha elections.
'If you see another 1000-point correction, people may start panicking.'
A sharp rise can be attributed to the significant changes in India's share buyback tax regime, which will come into effect from October 1, 2024.
A three-time MP, Suresh is the brother of Karnataka Congress chief DK Shivakumar and is the sitting member from Bangalore Rural. He was the only Congress candidate to win in the 2019 general elections in the state.
'The quality of a leader should be such that even if the leader is not there, the institution carries on.'
Ola Electric share price strategy: The meteoric rise of Ola Electric share price has left analysts and investors bewildered. Yet, they suggest investors hold on to the stock as it remains a pure "momentum" play. Since its listing on August 9, the stock has surged 92 per cent (till August 19) over its issue price of Rs 76, taking its market capitalisation to a little over Rs 63,000 crore.
'This trend will continue as long as the bull run continues.'
As milk prices rise, analysts have an optimistic view on dairy stocks such as Heritage Foods and Dodla Dairy, hoping the companies' margins will grow in the near to medium term. From a long-term perspective, they believe that a growing population, increasing disposable income and health consciousness will strengthen dairy consumption in India.
'Forget your loss or profit in your portfolio.' 'Look at how much cash you have in hand.' 'If you don't have cash in hand, liquidate at least partially; get into about 20 per cent in cash.'
The number of dematerialised (demat) accounts required to hold shares and other securities in electronic format rose by 3.1 million in April, bringing the total tally to a fresh record of 154.5 million. Since December last year, the new additions have consistently remained above the 3 trillion mark, a sign that the stock markets continue to attract new investors despite a spike in volatility.
The initial public offerings (IPOs) by small and medium enterprises (SMEs) hit a new high in 2023-2024 (FY24). In this financial year, data from the Prime Database showed that 190 companies raised Rs 5,579 crore through the SME IPO route. This financial year's tally bettered the fundraising in the previous financial year when 125 companies raised Rs 2,235 crore.
According to reports Sumalatha, an independent MP, is likely to announce her decision to join the BJP in a press meet at Mandya on Friday.
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