IPO calendar: The primary market is regaining momentum with the opening of three new issues next week

After a quiet phase this week with no major stock market listings, India’s primary market is expected to pick up the pace as three new public issues worth over Rs 1,750 crore are open for subscription this week. The offering includes Orkla India, Game Changers Texfab and Jayesh Logistics, covering both motherboard and SME segments. […]

FIIs pull out, LIC and retail move in: Reliance Q2 shareholding pattern shows shift

Mutual funds and domestic investors continued to show confidence in Reliance Industries Ltd (RIL) during the September quarter of FY26 even as foreign portfolio investors (FPIs) marginally reduced their exposure. According to the official shareholding data filed with the BSE, mutual funds increased their stake in the company to 9.5% in the September quarter compared […]

Short-term earnings recovery, rural consumption to boost autos, durable goods: Ajay Bagga

Market expert Ajay Bagga shared a detailed perspective on Indian equity markets, consumption trends, global macro factors and sectoral opportunities, highlighting both the risks and potential opportunities for investors. On the earnings front, Bagga believes the Indian market is nearing a recovery phase in the next two quarters. He noted that the September quarter will […]

Markets pricey with modest earnings per share growth; cars, hospitality offer opportunities: Venkatesh Balasubramaniam of JM Financial

Venkatesh Balasubramaniam of JM Financial shared a comprehensive view of the Indian equity markets and highlighted the challenges and opportunities in the current environment. He highlighted that markets are trading at high valuations, with aggregate indices trading at nearly 23 to 24 times forward one-year earnings – roughly one standard deviation above the average. While […]

Kotak Mahindra Bank Q2 results: Net profit down 3% to Rs 3,253 crore, NII up 4% to Rs 7,311 crore

Kotak Mahindra Bank on Saturday, October 25, reported a 2.7% year-on-year decline in standalone net profit for the September quarter to Rs 3,253 crore, compared to Rs 3,344 crore in the same period a year ago. Net interest income (NII) for Q2FY26 rose to Rs 7,311 crore, up 4% year-on-year compared to Rs 7,020 crore […]

The great comeback of Indian spending: why consumers are opening their wallets again

It was postponed, but it’s finally here. The wheels turn quietly but unmistakably. It is no longer a statement: it is visible in headlines, company updates and quarterly figures. The data is whispering, and soon the market will be screaming. It happens! The Silent Revolution We have emphasized the statement about the revival of consumption. […]

Just 19 stocks will account for half of the Rs 2.7 lakh crore mutual fund inflows by 2025

Indian mutual funds are showing concentration in their investment strategy, with 50% of all equity inflows in calendar year 2025 so far having been deployed in just 19 stocks such as Eternal, Swiggy, SBI and Reliance Industries. Of the total Rs 2,67,500 crore that flowed into mutual funds in calendar year 2025, the concentration is […]

Money-losing companies with colorful histories have turned to crypto

A marketer of shark-repellent sunscreen. A maker of chocolate flavored whisky. A seller of a drink that promises to quickly lower blood alcohol levels. Until recently, these companies had significant losses and floundering stock prices in common. Now they are joining a legion of publicly traded companies that are helping to drive one of the […]

Ashish Kacholia’s Rs 2,800 crore portfolio gets a new gem that delivered 200% returns in 8 months

Top investor Ashish Kacholia’s investment in Jain Resource Recycling has paid off and has grown into a multi-bagger in just over seven months. Since its entry in March 2025, the stock has risen approximately 214%, significantly increasing the value of its holdings. Through his investment company Bengal Finance & Investments Pvt Ltd, Kacholia had invested […]