The plunge in Asian AI stocks casts doubt on the global rally

The sudden slump in Asian technology stocks over the past week has spooked investors and is a stark reminder that the global rally in artificial intelligence and semiconductor stocks may be approaching a short-term high.The region’s sharpest decline since April – driven by a tech-driven sell-off on Wall Street – has refocused attention on the […]

IPO calendar: Busy week ahead with PhysicsWallah, Emmvee and Tenneco leading Rs 10,000 crore line-up

The primary market remains a red-hot one, with five IPOs, three in the mainboard and two in the SME segment, opening for subscription between November 11 and 14. Together, these offerings aim to raise more than Rs 10,000 crore, spanning sectors from education and clean energy to automotive technology and pharmaceuticals. Motherboard IPOs 1) PhysicsWallah […]

Bank stocks poised for a selective rally as sector rotation gains momentum: Deven Choksey

Even as major indices remain within range, there is selective buying across banks and financial names, which Deven Choksey, Managing Director of DRChoksey FinServ Pvt, says indicates sectoral churn heading into the second half of the year. Ltd.According to Choksey, the second half of FY26 is expected to see stronger growth across sectors, with banks […]

Sebi warns investors against unregulated platforms offering digital gold products

Markets regulator Securities and Exchange Board of India (Sebi) on Saturday warned investors against digital or online platforms offering gold products as they pose significant risks to investors and could expose them to counterparty or operational risks.“It has come to Sebi’s attention that some digital/online platforms are offering investors to invest in ‘digital gold/e-gold products’. […]

FIIs are keen on AI and are dumping Indian equities worth Rs 1.5 lakh crore so far by 2025. Can bubble fears reverse trends?

Foreign institutional investors (FIIs) have sold Indian equities worth Rs 12,569 crore so far in November, taking total outflows to Rs 1,52,479 crore in 2025.In the festive season shortened week, FIIs sold to the tune of Rs 401 crore this week, thanks to Friday’s purchases of Rs 4,581.34 crore. Expert VK Vijayakumar, Chief Investment Strategist […]

Think Investments is investing Rs 136 crore in PhysicsWallah ahead of its IPO

Global investment firm Think Investments has invested a little over Rs 136 crore in Edtech Unicorn PhysicsWallah as part of a pre-IPO funding round. The new infusion comes as the company gears up for its upcoming initial public offering (IPO) next week. As part of the transaction, Think Investments bought 1.07 crore shares, amounting to […]

Meritto’s parent NoPaperForms files confidential IPO papers with Sebi

NoPaperForms, a SaaS-based subscription automation solution, has filed preliminary papers with market regulator Sebi through a confidential route for raising funds through an initial public offering (IPO). In a public announcement on Saturday, the company said it has “filed the pre-filed draft prospectus with Sebi and the stock exchanges… in connection with the proposed initial […]

Economic recovery, consumption boost and turnaround in small caps: Varun Goel sees broad market optimism

Even as Indian equities remain within their range and the Nifty is down almost 1% this week, optimism about the broader economy and earnings rebound is increasing. According to Varun Goel, head of investments at Nippon India Mutual Fund, the current earnings season is “in line with or slightly above expectations”, paving the way for […]

F&O interview | Despite a decline of 800 points in 10 days, Nifty could see moves up to 26,300. This is what Sudeep Shah says

Markets fell for the second week in a row, pressured by continued foreign fund outflows, uneven corporate earnings and cautious global signals. While optimism surrounding the India-US trade talks provided some support, overall sentiment remained subdued during the shortened holiday week. Both major indices fell over 0.80%, with the Sensex ending at 83,216.28 and the […]

The IPO frenzy is turning murky due to lack of transparency, says market veteran Sandip Sabharwal

Even as benchmark indices continue to witness renewed selling, the real buzz in the market has shifted to the primary market. But veteran investor Sandip Sabharwal believes the ongoing IPO frenzy may not be as healthy as it first appears.In a candid chat with ET Now, Sabharwal warned that the whole IPO story is “getting […]