As of August 2025, 232 stocks were held by over 100 mutual fund schemes. Yet nearly 100 of them have delivered negative returns in CY25.

A total of 11 BSE 200 stocks — including Samvardhana Motherson, Adani Energy Solutions and HAL — gained for five straight sessions as Sensex rallied 1.5% in five days.

India’s equity capital markets are set for another record year in FY26 with mega-IPOs, tech listings, and sponsor exits, supported by strong macro fundamentals, regulatory reforms, and rising retail participation. Law firms play a pivotal role in shaping IPO momentum.

India’s bond market is gaining strength from the government’s fiscal prudence, reaffirmed 4.4% deficit target, and upcoming debt-to-GDP framework, creating confidence and stability for long-term investors despite global yield pressures and trade tensions.

Sebi’s new SWAGAT-FI framework offers “diplomatic passport” status to trusted foreign investors like sovereign funds and pensions, easing entry, extending registration validity to 10 years, and simplifying compliance — a move aimed at stabilising FII flows and attracting long-term global capital.

AMFI data shows retail investors dangerously overweight in mid- and small-cap funds despite stretched valuations, while large-cap allocations remain underweight. Valuation multiples highlight rising risks, with experts warning of fragility, volatility, and misaligned portfolios. Large caps now offer better entry opportunities.

Sebi has halved the minimum public offer requirement for mega IPOs, paving the way for Reliance Jio and NSE to list without flooding markets. The move is expected to ease liquidity concerns and support India’s biggest-ever public offerings in 2026.

Domestic brokerage firm Motilal Oswal has picked its top 5 bets on a fundamental basis for a horizon of 1 year, with an upside potential of up to 23% from their Thursday’s closing price

Investors anticipate the Federal Reserve will likely cut interest rates next week, potentially the first time in nine months, amid concerns about a weakening U.S. labor market. Despite recent inflation data, a rate cut is widely expected, with speculation focusing on the size of the reduction.

Wall Street concluded its strongest week in five, hovering near record highs as investors anticipate a Federal Reserve interest rate cut. The S&P 500 remained relatively stable, while the Dow Jones Industrial Average declined, and the Nasdaq composite increased.