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).
'Other sectors that manage the savings pools of Indians are giving tough competition to life insurance companies.'
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.
India's leading real estate developers are accelerating their push into plotted development, a segment once dominated by unorganised players but now reshaped by branded offerings, faster cash flows and evolving buyer preferences. This strategic shift is visible across markets such as Bengaluru, Chennai, Hyderabad, Gurugram, peripheries of the Mumbai Metropolitan Region (MMR) and even Tier-II cities.
'It takes time and the experience of a few market cycles to develop awareness about one's true risk appetite.'
Domestic PMI data, US Federal Reserve meeting minutes and the progress on India-US trade deal negotiations are likely to influence movement in the equity market in the week ahead, according to analysts. Moreover, the trading activity of foreign investors would also influence the equity market trends.
'...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.'
Indian multinational conglomerate Reliance Industries and Surrey County Cricket Club on Wednesday announced their partnership in The Hundred and expectedly renamed the franchise MI London.
Algo trading should be segregated in a separate account with only risk capital deployed.
From Rs 73k to over Rs 1.2L between January-December 2025 -- is buying gold in 2026 still sensible?
'The net inflows into MF schemes may also have been lower last month, with investors booking profit and taking a more measured approach amid elevated valuations.'
A shift appears underway in India's tax landscape. States with relatively smaller tax collections like Odisha and Telangana are emerging as the fastest-growing contributors to indirect and direct tax collections, respectively.
'For the initial decade, I consistently advise young professionals to prioritise career development and income growth rather than market analysis.'
Shiv Nadar and family donated Rs 2,708 crore (Rs 27.08 billion) in 2024-2025.
'The danger is that when the music stops, the fall will be sudden, faster, and deeper than anyone expects,' warns Debashis Basu.
Investors encountering underperformance must be patient.
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
Indian capital markets are witnessing a boom in IPO activity in 2025, with the current calendar year being expected to be the largest IPO year in India's history, according to India heads of foreign banks on Wednesday.
FDI inflows into India are expected to register robust growth in 2026, supported by strong macroeconomic fundamentals, big-ticket investment announcements, sustained efforts to improve the ease of doing business, and a new generation of investment-linked trade pacts.
There are vexing questions around the disconnect between Nifty returns and portfolio returns, between economic growth and earnings growth, and finally, between earnings growth and market returns, points out Debashis Basu.
They accounted for 39.1 per cent of the premium paid to trade equity options in September 2025.
'Earnings growth will be the main driver of India's market in 2026, with profits expected to rise 9% to 10% in H2 FY26 and accelerate to 12% to 15% in FY27.'
The United Kingdom extracted USD 64.82 trillion from India over a century of colonialism between 1765 and 1900 and USD 33.8 trillion of this went to the richest 10 per cent -- enough money to carpet London in notes of 50 British pound almost four times over.
Billionbrains Garage Ventures, the parent company of stock broking firm Groww, on Thursday fixed a price band of Rs 95-100 per share for its upcoming Initial Public Offering (IPO), targeting a valuation of over Rs 61,700 crore (about $7 billion). The company's Rs 6,632 crore IPO would open for public subscription on November 4 and conclude on November 7, according to a public announcement.
Digital payments provider PhonePe has filed draft papers with markets regulator Sebi for its upcoming initial public offering (IPO) using the confidential pre-filing route. On Wednesday, the company's spokesperson said, "PhonePe Ltd has filed the Pre-filed Draft Red Herring Prospectus with Sebi and the stock exchanges, under...the Sebi ICDR Regulations in relation to the proposed initial public offering of its equity shares on the main board of the stock exchanges".
Shares of Billionbrains Garage Ventures, the parent of online broking platform Groww, soared nearly 30 per cent on their market debut on Wednesday, defying the recent trend of muted listings. The stock opened at Rs 112 and hit a high of Rs 134.4 before settling at Rs 128.85 on the NSE - a gain of 28.85 per cent over its issue price of Rs 100.
Several companies across sectors like finance, healthcare, wellness, retail technology, and asset management are bracing up to hit the D-street. With an unprecedented 1.7 lakh crore raised in 2025, the momentum is likely to sustain in 2026.
RMG firms Dream11, Games24x7, Gameskraft and MPL lost unicorn status after the gaming ban while fintech players led 11 new unicorns added in 2025.
'They are a poor fit for anyone with near-term goals, low volatility tolerance, or a need for steady income or liquidity.' 'First-time investors should typically avoid them.'
Taxing capital less may not lead to more investments but taxing more will drive capital away, Chief Economic Advisor V Anantha Nageswaran on Friday said during a discussion on Inequality, Economic Growth and Inclusion. While it is easy to drive capital out, bringing it back is a lot harder, said Nageswaran.
The Congress on Thursday accused the Modi government of aiding 'drain of wealth' from ordinary Indians to crony corporates, and said it will end this practice if it comes to power at the Centre.
Largecap equities are less volatile than mid- and smallcap stocks, making them suitable for risk-averse investors.
'We are expecting investment, public and private, of around Rs 40 trillion by 2029.'
'Allocating 5 to 10 per cent of one's portfolio and staying disciplined through market cycles helps in having a positive investment experience.'
'The momentum is driven by rising affluence, strong demand from HNIs (high net worth individuals) and NRIs (non-resident Indians), an increased appetite for larger, well-located homes by branded developers, and support from the economy.'
Markets investors became richer by Rs 27.10 lakh crore as the BSE benchmark Sensex continued to rally for the sixth trading day, surging nearly 6 per cent during this period. On Monday, the 30-share BSE bellwether gauge jumped 1,078.87 points or 1.40 per cent to settle at an over six-week high of 77,984.38. During the day, the benchmark zoomed 1,201.72 points or 1.56 per cent to 78,107.23.
Investors can meet cash needs without selling their securities.
Building a good stock portfolio is not only about picking strong companies but also about understanding how corporate actions affect your holdings. Corporate actions such as stock splits, dividends, bonus issues, rights issues, mergers, and buybacks can change a company's valuation, share price, and your ownership.
'First-time or conservative investors should avoid narrow sectoral funds.'
The best course for the government at this time would be to tighten the seat belt a little more, without compromising on its investments in creating better infrastructure and giving a push to privatisation, points out A K Bhattacharya.
