Market expert Ajay Bagga shared a detailed perspective on the Indian equity markets, consumption trends, global macro factors, and sectoral opportunities, highlighting both risks and potential avenues for investors. On earnings, Bagga believes the Indian market is approaching a recovery phase over the next two quarters. He noted that the September quarter will mark the … Read more
Top FII investor Vanguard Fund’s portfolio is making a powerful statement in the Indian equity market, numbers speak for themselves. The fund ranked among the top five active foreign institutional investors (FIIs) in the country, Vanguard has built a sizable portfolio of Indian equities through its global funds. As of August 14, 2025, its holdings … Read more
The Indian equity market has witnessed a significant decrease in the number of companies with a valuation of $1 billion or more, with nearly one-fifth of the count diminishing over the past five months. At the peak on September 26 last year, 618 companies were part of the billion-dollar club. However, this number has now … Read more
Domestic indices have been undergoing a free fall for the past few sessions consecutively. The Indian equity market saw another day of losses, with the Nifty index logging its longest losing streak on record, falling for the tenth consecutive session. The Nifty ended down by 37 points, closing at 22,083, while the Sensex slipped by … Read more
During a period of heightened concern among investors regarding the fluctuating Indian equity market, numerous experts are recommending continued investment in SIPs for long-term wealth accumulation and crorepati goals. According to Securities and Exchange Board of India Chairperson Madhabi Puri Buch, there is no better time than the present to consider investing in SIPs. Buch, … Read more
Budget 2025 impact: Finance Minister Nirmala Sitharaman introduced minor adjustments to the existing capital gains tax framework after overhauling it in the July 2024 Budget. The tax rates and holding periods for assets have been kept unchanged, determining whether they are subject to long-term capital gains or short-term. Consequently, the rules governing Long Term Capital … Read more
The trend of FII selling in Indian equities continued into December, with net outflows reaching Rs 656 crore so far. However, the pace of selling has slowed considerably compared to the more aggressive outflows observed in October and November. For 2024 till 27th December, FIIs net sold equity for Rs 1,19,277 crore through the exchanges. … Read more
Last month has seen a carnage in the bourses globally, with the World MSCI Index falling 6%, MSCI China 8%, and MSCI Emerging market and India too relatively outperforming but in absolute terms down ~5%. The last month itself had two swings in the Global Debt Market – firstly the Fed suggesting possibility of even … Read more
After Morgan Stanley, Goldman Sachs, UBS and Nomura, it is CLSA now that has called for booking profits on Indian equities citing rich valuations, pressures on margins, and a high probability of earnings disappointment among other reasons. “Our concerns range from elevated energy and broader input price pressures applying downward pressure to margins, the current … Read more