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VinFast steers Vingroups India expansion amid US EV headwinds
Vingroup plans significant investment in India, including $500 million for VinFast's electric vehicle expansion. The move is part of a $5 billion strategy to establish a strong foothold in the Indian market, as it faces challenges in the US.
Ahead of Market: 10 things that will decide stock market action on Monday
The Indian market ended higher on Friday, with the Sensex and Nifty a four-day losing run, as a cooler-than-expected U.S. inflation reading lifted global risk appetite and rekindled expectations of Federal Reserve rate cuts in the year ahead.
The $75 billion drain: How India lost the global shipping race and the bold mission to reclaim it
Once a maritime superpower, India now pays $75 billion annually to foreign ships. Can the Maritime Amrit Kaal Mission close a staggering gap with South Korea and China? Discover how India plans to reclaim the oceans and catch the shipbuilding bus.
Elon Musks $750 billion wealth eclipses Indias top four companies combined! Whats behind the rise?
Elon Musks net worth has soared to an eye-popping $749 billionnow larger than the combined market capitalisation of Indias four biggest listed companies: Reliance Industries ($236 billion), HDFC Bank ($184 billion), Bharti Airtel ($142 billion) and Tata Consultancy Services ($132 billion).
Trading activity of foreign investors, currency movement, macro data to drive markets: Analysts
Several global markets may see subdued activity on account of Christmas and New Year holidays, an expert said
Mcap of 6 of top-10 most valued firms climbs 75,257 crore; TCS, Infosys biggest winners
Reliance Industries, Bharti Airtel, TCS, SBI, Infosys, and L&T were the gainers, while HDFC Bank, ICICI Bank, Bajaj Finance, and LIC faced erosion from their valuation
Pre-IPO is treated very clearly as a high-risk allocation: JM Financial Services Anuj Kapoor
Gold and silver gave best returns to clients in last 12-18 months, says Anuj Kapoor, Managing Director & CEO Private Wealth, JM Financial Services
Promoter selling surged to record levels in 2025, crossing Rs 1.5 lakh crore and surpassing last years peak of Rs 1.43 lakh crore. While the sharp rise has raised concerns among some investors, market veterans say the trend is more nuanced than the headline number suggests.
Can MUFGs stake trigger re-rating for Shriram Finance? Heres what experts are saying
Japans MUFG Bank has made a decisive statement on Indias lending sector with its plan to invest Rs 39,620 crore in Shriram Finance for a 20% equity stake, in what is poised to be the largest foreign direct investment in Indias financial services space.
A select set of stocks delivered extraordinary returns between 2020 and 2025, far outperforming the broader market, Motilal Oswal said in its December 2025 Wealth Creation Study. The brokerage noted that the fastest wealth creators generated return CAGRs of up to triple digits during the period. These stocks stood out for sheer speed of wealth creation over five years.
Top 10 biggest wealth creators: Which stocks made investors richest in 5 years? Check here
10 Sensex stocks with up to 33% upside potential. Are these in your portfolio?
New investor additions in markets declined by 11.6% in November (MoM): NSE Report
The pace of new investor additions in the equity markets slowed in November, with growth declining 11.6 per cent month-on-month, as only 13.2 lakh new investors joined the market during the month, according to a report by the National Stock Exchange (NSE).
Ola shares signal tactical bounce, but trend reversal lacks conviction: Anand James
Ola shares closed the week 6% lower despite rebound on Friday, reflecting continued weakness in the broader trend. While short-term technical indicators hint at a possible relief bounce, Anand James, Chief Market Strategist, Geojit Investments Limited, cautions that the stock lacks confirmation of a sustainable reversal, suggesting more consolidation or downside risk ahead.
The ripple effect: How consumer habits influence market moves
Indias growth story today is powered by its consumers. From bustling malls to the surge in e-commerce, the consumption sector is evolving against the backdrop of robust fundamentals.
From rate cuts to fiscal glide path: How 2025 macro forces repriced Indias yield curve
Indias yield curve in 2025 has emerged as one of the clearest mirrors of the countrys evolving macroeconomic confidence. Rather than reacting mechanically to rate cuts, bond markets have repriced across maturities in a way that reflects near-term stability, medium-term policy credibility and a constructive long-term growth outlook.
NSE reports 11.6% monthly drop in new investor additions in stock markets in November
Registered investor base stands at 12.3 crore as of end-November 2025
From mines to minds: How technology rewrites the diamond story
In this new paradigm, technology connects mines to minds, empowering producers, supporting ethical consumerism, and enriching emotional buyer-gemstone bond
Gold hits historic highs: Whats driving the rally and what lies ahead in 2026?
Gold has staged a spectacular rally in recent weeks, breaking records both in global and domestic markets. Internationally, spot prices surged past US$4,370 per ounce, marking an unprecedented high as investors flocked to the yellow metal amid dovish central bank signals, geopolitical tensions, and persistent safe-haven demand.
Indias options traders rethink strategies for the calmest stock market in the world
Volatility is the engine of derivatives trading: when markets swing, investors pay up to hedge, and the cost of contracts rise
These 11 penny stocks surged up to 55% in just a month. Do you own any?
What must change before FIIs return
Global bond yields and equity valuations hold the key to a sustained comeback
Rupee slide boosts steel export margins: Can India capture global market share?
While currency depreciation often raises concerns for import-dependent industries, it can provide a powerful tailwind for exporters especially in a globally competitive sector like steel
Worlds calmest stock market challenges options traders in India
Indias stock market has become one of the calmest in the world so calm that its prompting a rethink of strategies among players in the countrys vast derivatives space.
EPW India collects 9 crore from anchor investors; SME IPO to open Mon
The 31.8 crore IPO will open for public subscription on December 22 and will conclude on December 24. It has fixed a price band at 95-97 per equity share, it added
SEBI imposes 50 lakh on four individuals for manipulating shares of GG Engineering
The four individuals, Manish Mishra, Sunil Bhandari, Rekha Bhandari and Anshu Mishra, will have to pay the penalty jointly and severally
Foreign Institutional Investors have sold Indian equities worth Rs 14,185 crore in December, contributing to total outflows of Rs 1,57,860 crore in 2025. However, recent buying ahead of the Santa Claus rally has narrowed outflows, sparking hopes for a 2026 reversal. The rupee's depreciation also saw a reversal, aiding the sentiment.
The Nifty ended the week mildly lower, extending its sideways consolidation within the 25,70026,100 band amid falling volatility. With no clear breakout and the India VIX near multi-year lows, markets may remain range-bound, making stock-specific and sectoral positioning crucial in the near term.
Big year for old school Wall Street trades gets lost in AI hype
Even as AI mania dominated headlines in 2025, diversified and multi-asset strategies quietly delivered some of their strongest returns in years. Balanced stock-bond portfolios, global value trades and risk-parity funds outperformed expectations, underscoring the enduring appeal of diversification despite investors continuing to chase concentrated, thematic bets.
Gold rates in India dip from record high. Will it rise or fall before Christmas?
Gold prices in India have slipped about Rs 1,300 from record highs ahead of Christmas as holiday-thinned global markets cap near-term momentum. Experts expect consolidation near Rs 1,35,000, with a potential 23% breakout or breakdown depending on global cues, interest rates and geopolitical developments.
Smallcaps, NBFCs, consumer discretionary set for revival in FY26: LIC MF's Dikshit Mittal
Markets have been range-bound for over a year, awaiting triggers like earnings growth, trade deals, or rupee stabilisation, says Dikshit Mittal. He highlights midcap and smallcap stocks, NBFCs, consumer discretionary, and private capex as sectors poised for growth, while select IT pockets and the commercial vehicle cycle offer targeted opportunities for FY26.
FPIs return as net buyers after three-day selloff, pump in 1,745 crore on Friday
In the equity segment, FPIs invested a net 2,824 crore on Friday, driven primarily by primary market activity worth 2,486.47 crore
In a post on X on Saturday, Nikhil Kamath dropped a one-minute video teaser of his podcast with Ray Dalio, where they discuss a wide range of topics including crypto, wealth creation, wealth to money ratio and others. The video has already gone viral on social media.
SIP stoppage ratio touches 76% even as inflows hit new high in November
The weak returns in last one year lead to big churn in investments
US existing home sales edge up in November as mortgage rates ease
U.S. existing home sales saw a modest increase in November, driven by easing mortgage rates. However, economic uncertainty and a shrinking inventory of homes for sale are keeping potential buyers hesitant. Despite a slight uptick in sales, the housing market faces significant headwinds, with affordability and labor market concerns limiting a stronger recovery.
Railway stocks under FII scanner: RVNL, Texmaco among 5 seeing stake cuts in September quarter
FIIs trimmed stakes in key railway stocks, including RVNL, Texmaco, and IRCTC, amid sectoral weakness in Q2FY26.
Global borrowing in euros rises nearly 20% in 2025 to record high, Dealogic data shows
Global borrowers are issuing a record amount of euro-denominated debt in 2025, a nearly 20% jump from last year, signaling a growing investor appetite for alternatives to the U.S. dollar. This surge, the third consecutive year of growth, also reflects lower interest rates, particularly for emerging markets. Despite this trend, the dollar remains the dominant currency for global borrowing.
Sebi to form working group on next technological frontier for stock exchanges
India's market regulator Sebi is forming a working group. This group will explore the future of stock exchange technology for the next 5 to 10 years. It will also benchmark global best practices. The aim is to strengthen market infrastructure and investor protection. Sebi is taking a systemic view of technical glitches across exchanges to enhance market technology.
GQG Partners India Portfolio: 4 stocks soar up to 40% in FY26, others struggle
As of September 2025, the firm held stakes in 12 BSE-listed companies, with the portfolio valued at Rs 66,655 crorea rise of 11% from Rs 60,221 crore in March 2025.
Markets range-bound for now await earnings and macro signals for next bull run: Ashi Anand
Indian equity markets are likely to remain range-bound in the near term as investors await clearer signals on earnings recovery, the rupees trajectory and progress on the IndiaUS trade deal, says Ashi Anand. He believes clarity on these factors could set the stage for the next phase of the bull run.
SEBI to review non-agri commodity derivatives, mulls investor protection fund merger
SEBI also in talks with RBI and IRDAI to enable participation of banks and insurance companies in commodity derivatives market
Infosys ADRs 40% spike linked to a izarre technical glitch, says report
Infosys ADRs surged as much as 40% on the NYSE before trading was halted twice, despite the company denying any material trigger. A Canada-based report attributed the spike to a bizarre ticker-mapping glitch that may have confused automated trading systems amid thin year-end liquidity.
Crypto chaos jolts hedge funds in worst year since 2022 crash
Crypto hedge funds entered 2025 expecting a breakout year, backed by regulation and institutional money. Instead, sharp volatility, shrinking arbitrage opportunities and an October crash exposed fragile market plumbing. Directional and altcoin-focused funds suffered heavy losses, while only market-neutral strategies delivered consistent gains.
Nifty logged its third consecutive weekly loss within a tight 321-point range, reflecting market indecision. Analyst Sudeep Shah sees key support at 25,77025,700 and resistance at 26,05026,100, with Nifty poised to target 27,000 in 2026. Bank Nifty and sectors like IT, Auto, and Metals show strength amid ongoing volatility.
Momentum investing: short-term dip, long-term edge
Momentum investing may face short-term underperformance, but historical data shows these dips often precede strong long-term gains. Despite recent weakness of around 15%, forward excess returns have historically been robust over 1-, 3-, and 5-year horizons. Discipline and patience remain key for investors seeking long-term trend-driven returns.
Kranti Bathini of WealthMills Securities says Indian markets remain in a consolidation phase, with Nifty oscillating between 25,85026,250. Despite FPI selling and rupee weakness, domestic liquidity supports resilience. Investors are advised to buy on dips and sell on rallies, while sectors like infrastructure, defence, nuclear energy, and semiconductors offer potential opportunities.
Concurrent Losers: 13 small-cap stocks decline for 5 consecutive sessions
Thirteen small-cap stocks, including Kothari Industrial and Wardwizard Innovations, recorded losses for five consecutive sessions, with declines ranging from 5% to 23% amid broader market weakness.
Concurrent Losers: 13 smallcap stocks decline for 5 consecutive sessions
Thirteen small-cap stocks, including Kothari Industrial and Wardwizard Innovations, recorded losses for five consecutive sessions, with declines ranging from 5% to 23% amid broader market weakness.
Kotak Equities expects Indian stocks to perform better in 2026, driven by earnings recovery, improved domestic consumption, and a stable macro backdrop. The brokerage added Dixon Technologies and Aadhar Housing Finance to its model portfolio, raised IndiGo weight, and trimmed Torrent, Airtel, and Reliance, highlighting selective positioning amid pockets of expensive valuations.
Infosys ADRs: Here's what company said on unprecedented 40% spike, trading pause
Infosys ADRs surged 40% on the NYSE, hitting a 52-week high of $30 before settling at $20.22, triggering two trading halts. The company clarified that no material events required disclosure. The rally follows Accentures strong AI-driven revenue beat, highlighting potential trends for the broader Indian IT sector.
6 multibaggers Vijay Kedia and Mukul Agrawal unearthed in a tough 2025 market
In a challenging 2025, Vijay Kedia and Mukul Agrawal spotted six multibagger stocks, including OSEL Devices and Zelio E-Mobility, that delivered exceptional returns despite a tough market for smallcaps.
11 IPOs opening next week. GMPs hint at up to 57% listing gains
Next week, 11 IPOs, led by Gujarat Kidney and Shyam Dhani Industries, are set to open, with grey market premiums signalling potential listing gains of up to 57%.
IPO calendar: 11 companies to raise Rs 750 crore next week as Gujarat Kidney takes centre stage
Indias IPO pipeline stays active heading into year-end, led by Gujarat Kidney and Super Specialitys Rs 251-crore mainboard issue opening December 22. Alongside it, nearly 10 SME IPOs aim to raise about Rs 420 crore, keeping the primary market busy despite muted grey market premiums.
Inox Green to Acquire Macquarie's Renewable Platform Vibrant
Inox Green Energy Services is set to acquire Vibrant Energy, an Indian renewable energy platform. The deal values Vibrant Energy at around $200 million. This acquisition will significantly expand Inox Green's presence in India's growing renewable energy sector. Vibrant Energy manages a substantial renewable portfolio and has a strong client base, including Amazon.
Series of earthquakes rattle East Bay, tremors felt across San Ramon and surrounding communities
The East Bay experienced a series of six earthquakes on Friday evening. The tremors were centered near San Ramon. The strongest quake registered a magnitude of 4.0. Smaller quakes followed, with magnitudes of 3.8, 3.1, and 2.9. Residents in several communities felt the shaking. Transit services faced minor delays. No significant damage or injuries were reported.
Most valued AMC ICICI Pru pips HDFC MF with 20% pop
ICICI Prudential Asset Management made its stock market debut on Friday. The company's shares listed at a significant premium. This listing propelled ICICI Prudential AMC to become the most valuable asset manager in India. Its market capitalization surpassed that of HDFC AMC. Analysts suggest a medium to long-term view for investors who received allotments.
Brookfield India REIT raises Rs2,000 crore
Brookfield India Real Estate Trust has secured 2,000 crore from its first sustainability-linked bonds. The International Finance Corporation acted as an anchor investor. This marks another significant fundraising effort for the REIT. These funds will support future growth and expansion plans. Indian REITs are increasingly using bonds for financing acquisitions and diversification.
Japan's MUFG seals Rs 39,600 crore Shriram Finance Deal
Japan's MUFG Bank will invest 39,620 crore for a 20% stake in Shriram Finance. This is India's biggest foreign investment in financial services. The deal will strengthen Shriram Finance's capital and accelerate its growth. MUFG will appoint two directors to Shriram Finance's board. This partnership aims to leverage global expertise with local strength.
TCS among ICICI Securities top 5 bets with upside potential of up to 26% in 1 year
ICICI Securities sees Nifty heading towards 29,500 by 2026 and has named Bank of India, Marico, Ultratech Cement, TCS and Sun Pharma as its top five stock picks with upside potential of up to 26% over the next year.
Stock market meets physics: 5 laws that explain why prices move the way they do
Ambit Capital has drawn parallels between stock markets and classical physics, outlining five laws that explain price behaviour. From inertia and momentum to mean reversion and valuation resistance, the framework helps investors decode why some stocks outperform while others stagnate, and why rich valuations often cap long-term returns.
Yen weakens against peers after BOJ raises interest rates
The Japanese Yen saw a significant drop against major currencies on Friday. This happened after the Bank of Japan increased interest rates to a three-decade high. However, the central bank did not provide clear guidance on future rate increases. This lack of clarity led traders to sell the Yen.
After the big foreign bet on Indian lenders this year, older private banks get on to the 2026 radar
After a year of record foreign investments into Indian lenders, the question is whether older, mid-sized private sector banks will finally see meaningful global capital inflows in 2026. Mint got experts to list the variables before such investment decisions and which mid-tier lenders could win.
Mint Explainer: How does the 7,280-crore incentive package for rare earth magnets work?
The Indian government's subsidy scheme to encourage the domestic production of rare earth magnets and counter China's export controls was notified this week. How will it work?
Bank holiday today: There are a total of 17 holidays for public and private banks in India in December 2025, according to the RBI's official state-wise calendar for 2025-26. Check the full list for this month here
Infosys ADR zooms 40% in early deal on Friday
NYSE halts trade after a massive surge in price
Infosys ADR trading halted on NYSE after 40% surge
The New York Stock Exchange (NYSE) has stopped halted the trading of Infosys' American Depository Receipts (ADRs) after it surged 40% to $26.62 on Friday, according to a CNBC-TV18 report.
Avadhut Sathe, academy get temporary SAT relief to start operations, access funds
The Securities Appellate Tribunal granted interim relief to Avadhut Sathe Training Academy, allowing operations to continue and permitting limited fund access, while staying Sebis ex-parte order until the next hearing in January 2026.
ET Market Watch: Sensex ends above 84,900, Nifty near 26K as global risk appetite improves
Securities Markets Code to sharpen SEBI enforcement, shorten probes
Single law to codify disgorgement, widen regulatory net and put timelines on investigations, say experts
Nike's China conundrum deepens as turnaround stagnates, shares slump 13%
Nike is running out of time to prove its China playbook works as its sixth straight quarterly decline in sales in the country underscores how a market once seen as a growth engine has become the biggest pressure point for the U.S. sportswear giant.
Gold demand in India seen falling as prices surge, investment buying rises
Indias gold consumption is projected to drop to 650700 tonnes this year as a sharp price rally hurts jewellery demand. Investment buying remains strong, with consumers preferring lightweight 22-carat jewellery and bars despite record-high prices.
US stocks climb as markets hope for 'Santa Claus rally'
Wall Street's main indexes opened higher on Friday, as technology stocks extended their rebound from an early-week selloff, while Nike tumbled after weak China sales weighed on its quarterly results.
Rupee rebounds sharply as RBI steps in, ends week at one-month high
The rupee surged 97 paise to 89.27 per dollar, marking its third straight gain after hitting record lows. Likely RBI intervention, thin year-end trading, strong inflows and risk-on sentiment lifted the currency sharply.
How will my foreign RSUs get taxed in India?
As an ROR, your global income is taxable in India, which includes any gains arising from the sale of foreign RSUs
Uday Kotak lauds MUFG stake buy in Shriram Finance but flags big question on next move
Uday Kotak welcomed MUFG Banks Rs 39,618 crore investment in Shriram Finance, questioning whether it should remain an NBFC or eventually seek a banking licence amid regulatory trade-offs and growth opportunities.
SAT lifts ban on Avadhut Sathe Trading Academy
De-freezes bank account partially to meet operational expenses
ICICI Prudential MF files papers with SEBI for SIF
Aims for long-term capital appreciation by investing in equity and equity-related instruments of companies outside the top 100 by market capitalisation
Indias defence shipbuilding sector is entering a long-term growth phase driven by policy support and manufacturing focus. Prabhudas Lilladher sees strong rerating potential in Mazagon Dock, Cochin Shipyard and GRSE after recent corrections.
5 factors that influence your personal loan EMI know them before borrowing
The EMI of a personal loan depends on loan amount, interest rate, tenure, credit score and fees, making careful planning essential to manage monthly cash flow and avoid excessive borrowing costs.
Markets snap four-day losing streak on global optimism, Rupee recovery
Shriram Finance emerged as the top gainer among Nifty 50 constituents, surging 4.10% to close at 905.10, followed by Max Healthcare, which rose 2.62% to 1,076.00.
Nithin Kamath's warning to traders: Why poor position sizing can wipe you out
Zerodha founder Nithin Kamath has warned traders that poor position sizing is one of the biggest causes of market losses. He said even traders who are right most of the time can be wiped out by a single oversized bet, stressing that risk management is critical for long-term survival.
Gainers & Losers: ICICI Pru AMC, Ola among 6 stocks that stole limelight on Friday
ICICI Pru AMC, Ola Electric, BLS International, GPT Infraprojects, Meesho and HDFC AMC were in focus on Friday amid IPO listing action, court rulings, large order wins and profit booking.
Citi sets 12-month bitcoin forecast at $143,000 on rising adoption, regulatory easing
Citigroup set its 12-month forecasts for bitcoin and ether at $143,000 and $4,304, respectively, betting on regulatory easing and increased adoption.
RBI not diluting NBFC rules; Foreign stake deals face same fit-and-proper test: R Gandhi
RBI has not softened its regulatory stance on banks and NBFCs, and approvals for large stake acquisitionsespecially by foreign investorswill continue to depend on strict fit and proper checks, says former RBI deputy governor R Gandhi. While foreign interest in Indias financial sector is rising, approval timelines and standards will remain unchanged.
Income Tax Return: When are you ineligible for interest on delayed refunds?
Income Tax Return: The I-T Department has processed numerous tax refunds, although some taxpayers are facing delays. Interest on delayed refunds is 6% per annum, but is not granted in certain cases.
Rupee rises 54 paise, strengthens past 90/$ level
Forex traders said a positive trend in domestic equities and Brent crude oil prices hovering near USD 59 per barrel supported the domestic unit at lower levels
Looking for a personal loan? 6 crucial factors that can impact the approval process
There are ways to expedite the approval of your personal loan. They include improving credit score, managing debt, ensuring stable income, choosing the right amount, and avoiding multiple applications. Here are six factors to consider to get a personal loan cleared quickly.
