Financial year 2025-26 (FY26) saw a significant shift in corporate fundraising, with rights issues more than doubling to a multi-decade high of 51, raising 44,290 crore, while qualified institutional placements (QIPs) more than halved to 29 issues, mobilising 62,954 crore, driven by sharp equity market corrections and regulatory changes.
Long-term investors should consider moving into smaller stocks. Rather than try to pick stocks, it makes sense to build a diversified portfolio by exposure across midcap and small caps funds, suggests Devangshu Datta.
The current up move, according to analysts, closely resembles the rally post the global financial crisis in 2008-09, not just in quantum and speed, but also the way small-and mid-cap indices outperformed large-cap peers.
In the ongoing bull run in the equity markets, the top 200 Indian companies have attracted much of the FIIs money, whereas the medium and small companies still remain undervalued.
Smaller companies have outperformed firms with large capitalisation on bourses in November, with those from India emerging as the second-best performers in Asia, global financial conglomerate Citigroup says in a latest report. Indian small-caps are only next to Indonesia and have performed better than those in other Asian markets like China, Hong Kong, Taiwan, Singapore, Malaysia and Thailand.
A market correction is a good time to reassess the quality of your portfolio and purge the poor quality names from it, says Ramesh Bukka
Companies in the small-cap universe are having a dream run - the Nifty Smallcap 100 index has shot up more than 25 per cent on a year-to-date basis, even as the benchmark Nifty is up 7 per cent. This is the best start for the index since 2017 when the Nifty Smallcap 100 index surged 32.3 per cent between January 1 and May 10. However, in terms of outperformance to the Nifty, this year's performance is the best in more than a decade. A combination of sectoral tailwinds and lack of institutional selling pressure has helped small companies escape from the correction triggered by the second wave of Covid-19.
'Portfolios built in these phases often deliver the strongest outcomes over time.'
Tata Trusts, which holds a significant stake in Tata Sons, is facing a mandate to immediately comply with Section 30A(2) of the Maharashtra Public Trusts Act, 1950, requiring two of the three life trustees at Sir Ratan Tata Trust to step down to meet the 25 per cent cap on perpetual trustees.
'Portfolios built in these phases often deliver the strongest outcomes over time.'
Beat gains made by mid-cap, broader indices.
Tata Trusts, which holds a significant stake in Tata Sons, is facing a mandate to immediately comply with Section 30A(2) of the Maharashtra Public Trusts Act, 1950, requiring two of the three life trustees at Sir Ratan Tata Trust to step down to meet the 25 per cent cap on perpetual trustees.
'Many policyholders do not understand that non-medical expenses, cosmetic treatments, and certain other procedures are not covered by health insurance policies.'
After two years of strong gains, smallcap stocks fell sharply in 2025, but the correction may be setting up opportunities for long-term investors.
Customers will qualify for compensation even if they mistakenly share the OTP.
Royal Challengers Bengaluru's Josh Hazlewood and Bhuvneshwar Kumar delivered a devastating bowling performance, dismantling the Delhi Capitals' batting lineup in a stunning IPL match.
'I cannot imagine that any NSA before Ajit Doval would have given us this kind of time and this kind of engagement. They would have offered slogans, or nothing at all. That, too, tells you something.'
Benchmark BSE Sensex fell 558 points on Thursday amid heavy selling in IT shares, as concerns over AI-led disruptions and waning hopes of a Fed rate cut after firm US economic data weighed on investor sentiment.
'It is critical that the Covid curve does not have a fat tail and the chain is broken quickly.'
Analysts attribute this outperformance to the government's proactive economic reform measures
'We are most bullish on all aspects of the financial sector -- private sector banks, even one state-owned bank, insurance, mortgage finance, broking, wealth management, gold finance, etc.'
The BSE Sensex and the Nifty 50 declined around 4.5 per cent each since the start of the West Asia conflict.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
The CBI has registered an FIR to investigate the alleged embezzlement of 550 crore from Haryana government accounts held with IDFC First Bank, following a referral from the state government.
S Naren, CIO of ICICI Prudential Mutual Fund, in an interview with Chandan Kishore Kant, says cyclicals will offer good value.
The US blockade on Iranian ports is aimed to curb Iranian energy exports, thereby crippling its economy to force Iran back to the negotiating table, points out Commodore Venugopal Menon (retd).
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
'When markets go into a budget with excessive optimism, the risk of disappointment is higher.'
Today, predictability has replaced volatility. When 200 becomes routine and chases follow a template, the element of surprise goes out the window and with it viewer engagement.
Karex, the Malaysian company that makes roughly one in five of the world's condoms -- about five billion a year, supplying Durex and Trojan among others -- announced this week that it is raising prices by up to 30 percent. The reason is the Strait of Hormuz.
"It is quite possible that the rates will remain low in the near to medium term, but that will depend on how conditions evolve," said RBI Governor Sanjay Malhotra.
While Hinge's opening burst set the tone, Hussain ensured there was no recovery. The duo complemented each other well, building pressure and forcing mistakes.
New Zealand all-rounder Glenn Phillips acknowledges the challenge of competing with a cricket superpower like India, given the vast difference in population and talent pool, ahead of their T20 World Cup final.
Analysts attribute the surge to a host of factors, particularly the interest shown by the retail investors in these two market segments.
'...not merely in managing fiscal mathematics, but in demonstrating conservatism and prudence within that framework.' 'Looking forward, we believe sufficient growth drivers exist -- ranging from government reforms to revival in consumption to favourable monsoons. Numerous factors support the Indian economy.'
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
Households should moderate large discretionary expenses for the time being.
'They should prioritise essential spending. They should maintain an emergency fund covering 6 to 12 months of expenses.'
Overlap refers to the same stocks appearing across fund portfolios.
Head of Fundsupermart.com recommends these as they are trading at a discount to their high prices in 2008.
Polycab India, Power Finance Corporation, Shriram Finance, and Union Bank of India appear poised to transition from the mid-cap to the large-cap category within the domestic mutual fund industry. Their market capitalisation (m-cap) now ranks among the top 100, which is the threshold for the large-cap universe defined by the Securities and Exchange Board of India.
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