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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 EGR framework may need a review to revive Indias price-setter ambition: Sebi Chairman
Sebi Chairman Tuhin Kanta Pandey said Indias Electronic Gold Receipts (EGR) framework may need a review as it has not gained the desired traction. He urged greater investor awareness of regulated gold products, stressing that EGRs were meant to help India emerge as a global gold price discovery hub.
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.
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.
Incorporate green areas in projects, provide skill training to labourers: Shah to realty developers
Amit Shah has called for green building norms to become standard in housing. Developers should build affordable homes and train laborers. Transparency in the land market is crucial, moving away from land banking. The RERA law has improved developer operations and protected homebuyers. Reduced GST rates on building materials will lower costs, allowing builders to offer more customer facilities.
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.
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.
Explainer: Why Infosys ADRs jumped 40% and why the NYSE halted trading
Infosys ADRs surged 40% on the NYSE, hitting a 52-week high of $30 and triggering two trading halts. Analysts cite a combination of a short squeeze, automated trading glitches, and low holiday liquidity. Infosys clarified there were no material developments behind the sharp spike.
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 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.
$18 billion FII outflow may turn to zero in 2026: BofA's Amish Shah
Bank of Americas India research head, Amish Shah, has said the nearly $18 billion FII outflow seen in 2025 could fade in 2026. He expects Fed rate cuts, a weaker dollar and better relative returns from Indian equities to support a reversal in foreign investor sentiment.
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.
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.
In retaliation for a deadly ambush that killed two US soldiers and a civilian interpreter, the United States launched extensive air and ground strikes against Islamic State targets across central Syria. US Central Command described the operation, dubbed Operation Hawkeye Strike, as a massive assault involving over 100 precision-guided munitions, directly responding to the attack near Palmyra.
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?
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
US Fed's John Williams says there is no urgent need to cut rates again
Federal Reserve President John Williams told CNBC on Friday he does not see an imminent need to follow last week's interest rate cut with another reduction in borrowing costs, adding that new inflation data is being buffeted by distortions.
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.
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.
Will gifting money to daughter from a foreign bank account attract tax in India?
Any monetary gift a non-resident receives from a resident is taxable in India if the total exceeds 50,000, according to the Income Tax Act. But theres more
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
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
Rupee rises 54 paise, strengthens past 90/USD level
On Friday, the Indian Rupee made a notable leap, gaining 54 paise to wrap up at 89.66 against the US Dollar. This uptick was fueled by robust corporate dollar inflows and a dip in crude oil prices. Coupled with a positive trend in local equity markets, the Rupee's performance signals a potential recovery after an extended bout of lows.
Equities can stay disconnected from economy in short run, so dont be too negative: Gurmeet Chadha
Gurmeet Chadha, Managing Partner and CIO at Complete Circle Consultants, has advised investors not to be negative on the stock markets, as they have the tendency to keep humbling people.
How Centre's new rules will curb your hospital ventilator bills
New health ministry guidelines aim to prevent ventilator support from being used as a tool for financial exploitation.
Ather Energy shares rally 8% in todays session. Whats behind the surge?
Ather Energy is launching its own auto insurance services. This move aims to simplify the ownership experience for its electric two-wheeler customers. The company will partner with multiple insurers to offer policies nationwide. This strategy is part of Ather's plan to build a complete ecosystem around its vehicles.
Brace for extended consolidation; autos and global tech offer better risk-reward: Ajay Srivastava
Indian equities may face prolonged consolidation as high valuations, weak earnings visibility and rupee depreciation weigh on sentiment, says Ajay Srivastava of Dimensions Corporate. He remains bullish on autos and US technology stocks, cautions against new-age platform companies, and expects capital to gradually shift toward global equities and precious metals.
Ola Electric, Aditya Birla Fashion among worst BSE 500 performers, stocks sink up to 70% in 2025
More than 300 BSE 500 stocks ended 2025 in deep losses, with names like Ola Electric, FirstCry and Aditya Birla Fashion plunging as much as 70% amid volatility and sectoral churn.
Health-tech firm Practo said to seek banks for 2026 IPO
Digital health platform Practo Technologies Pvt. is preparing for an initial public offering. The company is targeting a listing in the second half of 2026. Early discussions with advisors are underway. Bankers will be appointed next month. Practo's holding company in Singapore will shift its legal base to India.
Markets staged a sharp intraday recovery, improving near-term sentiment. Nifty has broken above a key trend-line resistance and is now eyeing the 26,00026,100 zone, while Bank Nifty remains in a consolidation phase with strong support near 58,600. Sneha Seth, Derivative Analyst at Angel One, expect selective strength and cautious optimism in the sessions ahead.
European shares muted as bank gains offset broader losses
European shares were muted on Friday, as losses in tech and consumer stocks were limited by gains in heavyweight banks, but were set to end a week of economic data releases and central bank decisions with robust gains.
Credit card limit extension scams trick users into sharing confidential information, resulting in financial loss. Awareness, cautious verification, and monitoring accounts help prevent fraud and protect credit card security.
Vodafone Idea shares surge 2.65% on subsidiarys 3,300 crore debenture issuance
The stock opened at 11.42 and touched an intraday high of 11.74, with heavy trading activity of 16.86 lakh shares worth 783.98 crore recorded by 1.50 pm
Volume shockers: ITI Ltd, Tata Elxsi among top 5 stocks to trade with high volumes today
Select stocks across telecom, auto and IT sectors witnessed unusually sharp spikes in trading volumes, signalling heightened investor interest despite mixed market performance.
Homeland Security Secretary Kristi Noem announced the suspension of the diversity visa lottery program following a deadly shooting. The accused shooter, Claudio Manuel Neves Valente, reportedly entered the U.S. through this program in 2017. This action aligns with President Trump's long-standing criticism of the program due to perceived security risks.
Rate cut windfall: Should you reduce EMI or tenure
A 0.25% rate cut may look negligible, but the real gains depend on whether borrowers reduce EMIs or shorten tenureone choice offers comfort, the other can save lakhs.
Ola Electric shares surge 10% as founder clears promoter pledge
Move follows founder Bhavish Aggarwals 2.83 crore share sale at 31.90 per share to eliminate all promoter pledges
Shriram Finance, Titan, 5 other stocks hit new 52-week high amid mkt resilience
Indian equity benchmarks rebounded sharply after four days of losses, aided by softer U.S. inflation data and positive global cues. Improved risk appetite helped several stocks hit fresh 52-week highs amid a broader market recovery.
ICICI Prudential AMC delivers second best listing among Rs 10,000 crore-plus IPOs this year
ICICI Prudential AMC debuted strongly with a nearly 20% listing gain, ranking as the second-best performer among Rs 10,000 crore-plus IPOs in 2025, driven by overwhelming institutional demand and reinforcing investor appetite for quality financial services despite a cautious market.
Peter McGuire flags stronger Yen risk as Japan inflation stays above target
Japan's central bank has raised interest rates to their highest in three decades, prompting global markets to reassess the yen, carry trades, and risk assets. With inflation projected to remain above the BOJ's target, further tightening is a possibility, potentially altering Japan's monetary policy and impacting global markets.
Sensex, Nifty trim early gains in afternoon trade amid mixed stock action
Shriram Finance emerges as top gainer on Nifty 50, surging 4.52% to 908.75
Global Diversification: Why Indian investors are looking beyond home markets to the US
Indian equity markets showed resilience in 2025, with the Nifty 50 hitting record highs. However, US equities surged nearly 15%, highlighting the need for global diversification. Investors are increasingly looking to US markets for exposure to tech and AI innovation, with platforms like Appreciate simplifying direct investment under the LRS scheme.
Sensex, Nifty snap 4-day losing streak, Shriram Finance, Bajaj Auto, Reliance lead rally
The rally was driven by a combination of positive global cues, buying interest in heavyweight stocks and improved risk appetite among investors
Accenture cheer lifts IT sentiment, but valuation comfort is fading: Parag Thakkar
Accenture's earnings offer some comfort to Indian IT stocks. However, experts caution against over-enthusiasm due to an unchanged global demand outlook. Investors are advised to focus on established companies with attractive valuations. New listings require careful consideration. Select sectors like FMCG, auto components, and pharma show promise for future growth.
Bitcoin trades near $87,000 as markets digest Bank of Japan rate hike. Here's what experts say
Bitcoin hovered near $87,000 as markets digested the Bank of Japans 25-bps rate hike, with investors cautious amid mixed macro signals. Experts said the crypto is consolidating below key resistance levels, with support around $84,000$85,000 and the $89,000$90,000 zone crucial for near-term direction.
IPO watch: Public listing is a milepost, not a goal
Indias 2025 IPO boom signals more than listingsit reflects a shift toward building durable public companies. Post-IPO success hinges on operational discipline, repeatable unit economics, governance, and long-term leadership. Investors should focus on profitability, maturity, and strategic vision, treating the IPO as a transition, not the ultimate goal.
Two Indian real estate investment trusts plan debt sales this month, sources say
Two Indian real estate investment trusts are set to raise funds through bond issuances. Knowledge Realty Trust and Embassy Office Parks REIT plan to tap the bond market in the coming days. This move will conclude a year of record issuances from real estate operators. These issuances will bring the total for the year to a new high.
Japan's 10-year bond yield hits 1999 high as BOJ hikes rates; tech drives Nikkei rally
Japan's central bank has hiked interest rates to a three-decade high, pushing the 10-year government bond yield to a 26-year peak. This move signals a significant shift from the Bank of Japan's previous cautious stance. Despite the rate hike, the yen weakened against the dollar. The Nikkei share average, however, saw gains, particularly in AI-linked stocks.
BLS International shares rally 7% after Delhi High Court overturns MEA tender ban
Shares of BLS International rose sharply after the Delhi High Court overturned a two-year ban imposed by the Ministry of External Affairs, allowing the company to participate in future tenders. The ruling removes restrictions that had affected tender participation, while existing contracts and financial outlook remain largely unaffected.
HDFC AMC shares fall over 3% on profit booking post 7% rally after SEBI rule change
HDFC AMC shares declined 3.5% after a profit booking session, following a 7% rally the previous day triggered by SEBIs overhaul of mutual fund expense regulations. The new framework introduces the Base Expense Ratio (BER) and separates statutory and regulatory levies, providing greater transparency but raising questions about long-term profitability for asset managers.
