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The broader macro backdrop for Indian equities remains stable heading into 2026, supported by healthier corporate balance sheets and early signs of an earnings recovery across sectors, according to ICICI Prudential Alternate Investments. However, after a long market upcycle and widespread rerating, much of the optimism on growth and profits is already reflected in stock…
Foreign investors withdrew a net Rs 3,765 crore from Indian equities in November following October’s brief respite, influenced by global risk-off sentiment, instability in global technology stocks and a preference for primary over secondary markets.This November decline followed October’s net inflow of Rs 14,610 crore, which had interrupted three consecutive months of outflows — Rs…
Nithin Kamath (File photo) For anyone investing in IPOs or tracking startup stocks, Zerodha co-founder Nithin Kamath has offered a striking explanation for why many venture-backed firms prefer losses over profits — and how India’s tax structure may be quietly driving that behaviour.In a detailed post on X, Kamath pointed out that taking money out…
After foreign institutional investor (FII) outflows worth nearly Rs 2 lakh crore year-to-date, equities are showing early signs of recovery, according to Elara Capital. The brokerage attributes this turnaround to India’s resilient macroeconomic backdrop within emerging markets (EMs), alongside moderating valuations and stabilising earnings revisions.“With valuation premiums cooling and earnings outlook steadying, conditions now favour…
Union minister for petroleum and natural gas, Hardeep Singh Puri on Friday express disappointment with the investor community, citing the low valuation given to state-owned oil markets.Puri said that the government might consider selling part ownership in oil companies in order to increase efficiency, though there is no plan to sell any holding as of…
A day after HSBC’s upgrade of Indian equities to ‘Overweight’ from ‘Neutral’, citing attractive valuations, supportive government policies and resilient domestic flows, the brokerage anticipates the return of foreign institutional investors (FIIs) after a 12-month period of absence.HSBC noted that external positioning heavily favours markets like Korea and Taiwan, funded by selling Indian equities. However,…
