Markets / The Economic Times
Aegis Vopak Terminals and Schloss Bangalore debut on June 2 with muted investor sentiment. Both IPOs saw modest GMPs and were driven mainly by institutional interest. Retail participation remained weak. Proceeds will be used for debt repayment and expansion plans.
Promoter ownership stayed highest in IT; government stake led in Utilities. DMFs hit record highs across sectors, while FPIs trimmed Financials and IT but increased exposure to Communication Services.
Promoter holding dipped for a third quarter, while FPI and mutual fund ownership rose. Domestic institutions now surpass FPIs, with household equity wealth seeing strong multi-year growth.
The Sales to Total Assets Ratio gauges how efficiently a company uses its assets to generate revenue. A higher ratio signals strong operational efficiency, while a lower one suggests underutilized resources.
The Nifty50 dipped 0.4% for the week but closed May with a 1.7% gain. Key resistance levels were validated, while time-based forecasts accurately predicted intraday reversals. Traders should watch June 2 for potential trend shifts, aligning strategies with resistance/support zones and time-based triggers.
NIM measures a banks profitability from interest activities. Its influenced by interest rates, loan quality, and asset mix, and can be improved by optimizing lending and cost management.
Despite a 0.33% drop in Sensex, seven penny stocks surged 2446% last week, driven by high volumes and low market caps, highlighting strong interest in micro-cap counters.
Indian markets ended lower on Friday amid US tariff worries, dragging IT and auto stocks. Despite optimism around domestic GDP and FII inflows, Nifty showed weakness. Global cues remained mixed, while select stocks like BSE and Suzlon saw strong activity and interest.
Coal India has filed DRHPs for IPOs of subsidiaries BCCL and CMPDI, both structured as offers for sale. Proceeds will go to Coal India. CMPDI posted strong FY25 results, aiming to boost market visibility. IPOs will list on NSE and BSE.
Markets ended lower Friday amid weak momentum and sectoral drag from IT, auto, and metal. Analysts suggest short-term weakness in Nifty. Stock picks for Monday include Wockhardt, Styrenix, BoM, Suryoday, Pidilite (Buy) and REC (Sell), with bullish breakouts supporting upward potential in most counters.
Markets closed lower Friday; banks outperformed while autos, IT, and metals dragged. Breakouts in BDL, BSE, and Welspun Corp suggest strong trends. Analysts recommend a cautious buy-on-dip approach for all three.
GIFT Nifty hit a record monthly turnover of $102.35 billion in May 2025, reflecting rising global investor confidence. Since full operations began in July 2023, cumulative turnover has reached $1.93 trillion across 43 million contracts.
Several companies, including Coforge and Vesuvius India, have announced stock splits and bonus issues in June 2025 to enhance share liquidity and reward shareholders ahead of key record dates.
Foreign investors continue to exhibit confidence in the country's equity market, injecting Rs 19,860 crore in May driven by favourable global economic indicators and strong domestic fundamentals.
Indias priciest stocks in 2025 include MRF, Elcid, and Page Industries, with prices soaring above Rs 25,000. These companies avoid splits to retain exclusivity and attract serious investors.
The combined market valuation of four of the top-10 most valued firms jumped Rs 1,01,369.5 crore last week, with Life Insurance Corporation of India (LIC) emerging as the biggest gainer, in an otherwise sluggish trend in equities.
DCB Bank CEO Praveen Kutty draws leadership lessons from soccer, applying teamwork, resilience, and quick decision-making to business. He promotes ownership, values collaboration, and embraces setbacks as learning momentsblending sportsmanship with strategy to build strong, agile teams in high-pressure environments.
HSBC MFs Venugopal Manghat says smallcaps are gaining on strong fundamentals, not just liquidity. Despite global risks, domestic growth drivers remain robust. Retail investors show maturity, but valuations remain high, warranting caution and selective bets across sectors.
FY25 saw record IPO and QIP fundraising, but most capital hasn't fueled new projects. Like FY24, funds largely went to debt repayment, general expenses, or promoter exits via OFS. With private investment still below 11% of GDP, hopes of a capex-driven economic revival remain premature.
The first week of June 2025 brings a flurry of corporate actions including dividends, stock splits, bonus issues, and rights offerings. Investors must track record dates to ensure eligibility.
Copper remains central to the global green transition, with demand rising sharply in Asia, especially China and India. While electrification and EVs drive consumption, supply constraints from aging mines, environmental rules, and geopolitical issues may fuel future deficits. Despite near-term volatility, long-term market sentiment stays bullish.
Adani Energy Solutions aims to raise Rs 4,300 crore through a qualified institutional placement or other permissible methods, subject to approvals. The company plans a significant capital expenditure of Rs 16,000-18,000 crore this fiscal year, focusing on transmission, smart meters, and distribution.
Indian markets closed cautiously, consolidating for the second week amid global trade tensions and anticipation of domestic policy announcements. The RBI's upcoming MPC meeting on June 6 is crucial, with its rate stance expected to significantly influence market direction.
Foreign Institutional Investors (FIIs) have shown renewed confidence in Indian equities, becoming net buyers for the second consecutive month. May saw a net inflow of Rs 18,082 crore, following April's Rs 4,243 crore. This reversal follows heavy selling earlier in 2025, driven by global factors like a strong dollar. Improved macroeconomic indicators, slowing growth in the U.S.
Salasar Techno Engineering has announced a significant increase in its net profit. The steel structure maker saw a 30 per cent rise in consolidated net profit. It reached Rs 19.31 crore in the March 2025 quarter. This growth is attributed to higher revenues. The company's total income also increased by 32 per cent during the same period.
Titagarh Rail Systems reported a consolidated net profit of Rs 64.45 crore for Q4FY25, an 18.6% YoY decrease, with revenue from operations declining by 4.45% to Rs 1,005.57 crore. Despite reduced total expenses YoY, the company's board recommended a dividend of Re 1 per share.
Markets ended cautiously amid trade tensions. Nifty is consolidating, with key levels at 24,164-25,150. Bank Nifty eyes a breakout above 56,100. FII activity suggests caution. IT and Pharma stocks show strength. Reliance and HDFC Bank may breakout. Banking and Midcap IT are favored. Traders should navigate the June series with range-bound strategies and tight stop losses.
The NSE's March 2025 report reveals private Indian promoters still lead with a 32.5% stake in NSE-listed firms. However, domestic mutual funds have reached a record 10.4% share, fueled by SIP inflows. Retail investors are also expanding their footprint, reflecting a shift towards a more diversified ownership base in India Inc.
By the end of the week, the Nifty settled at 24,750.70, while the Sensex closed at 81,451.01.`
Indian equity markets remained range-bound over the past five sessions, consolidating between 24500 and 25100. The Nifty 50 experienced a minor weekly loss, with volatility decreasing. Focus remains on profit protection and sector rotation, as a directional trend awaits a breakout beyond the defined range. Cautious outlook advised, favoring selective purchases in rotating sectors.
Vodafone Idea's board has approved raising up to Rs 20,000 crore through equity and debt to strengthen its financial position. The capital infusion aims to support operations, reduce liabilities, and facilitate network expansion, including the 5G rollout. Despite a reduced net loss year-over-year, subscriber churn continues to be a challenge for the telecom operator.
But with GEs decline and the closure of Crotonville in 2022, a new question emerged: where will tomorrows CEOs come from?
10 such stocks that recorded notable quarter-on-quarter (QoQ) growth in institutional ownership.
Warren Buffett advises investors to adjust their investment approach. Investors should align their risk tolerance with market realities. Many investors with stable finances still shy away from equities due to discomfort with market volatility. The author suggests investors educate themselves about equities and gain experience through small investments. This helps build resilience and make informed decisions.
Praveen Kutty leads DCB Bank. He uses soccer principles in his management style. Kutty emphasizes teamwork and strategic thinking. He believes in identifying individual strengths. He promotes quick decision-making. Kutty fosters ownership among employees. He encourages a team-first mindset. He values collective effort over individual brilliance. Kutty highlights the importance of resilience and consistency in both sports and business.
India's power sector is poised for sustained growth, driven by renewable energy expansion and resilient coal production, despite a slight dip in electricity demand. Capacity additions surged in FY25, primarily fueled by solar energy, while thermal capacity saw a decline.
Wall Street faces challenges due to Donald Trump's unpredictable policies. Macro hedge funds are experiencing their worst start in two decades. Market narratives shift rapidly, causing confusion among traders. Despite initial fears, the S&P 500 shows gains. Experts advise caution and a slower, steadier approach to trading. Retail investors who stayed invested are seeing positive results.
Morgan Stanley predicts a continued rally for emerging-market assets through the year, tempered by global economic deceleration and US policy ambiguity. Despite uncertainties, local-currency bonds are expected to benefit from declining US Treasury yields, potentially enabling central banks to implement rate cuts without significant currency concerns.
JPMorgan Chase CEO Jamie Dimon advocates for taxing carried interest, aligning with Donald Trump's efforts to close the loophole benefiting private market investors. Dimon suggests using the additional revenue to double income tax credits, benefiting communities and families. He also cautioned about a potential crack in the bond market due to government overspending and quantitative easing.
Global markets brace for a busy week. Investors will closely watch the United States jobs report. The European Central Bank is expected to decide on interest rates. Major oil producers will discuss output. Trade tensions and tariff rulings add uncertainty. Emerging Asian economies' inflation data will be released. Australia will share its first-quarter growth data.
US markets are nearing record highs, influenced by economic data and trade policies. Tax and spending legislation are under consideration. Donald Trump plans to negotiate the tax bill. The Senate will review the bill passed by the House. Trade war developments continue to impact global markets. Investors await the US employment report.
The S&P 500 concluded a turbulent session with minimal change as President Trump's remarks on China caused market fluctuations. Despite initial losses triggered by trade concerns, positive earnings and inflation data contributed to the S&P 500's rebound, achieving its largest monthly gain since November 2023. Investors are closely monitoring tariff developments and anticipating potential Federal Reserve interest rate cuts.
The Indian rupee experienced a decline in May, becoming the worst-performing Asian currency due to tariff uncertainties, border tensions, and expectations of monetary easing. The rupee weakened by 1.27%, closing at 85.57/$1. While lower inflation and growth prospects offered some support, global economic factors and potential shifts in US monetary policy could further weaken the currency.
Ola Electric's shares plunged following disappointing Q4 results, with Kotak downgrading the stock due to weaker volumes and rising warranty costs. Losses widened, and revenue declined amid intensifying competition from TVS and Bajaj Auto. While Goldman Sachs remains bullish, citing growth potential, analysts advise caution, awaiting financial performance improvements and resolution of consumer concerns.
Suzlon Energy's shares experienced a significant surge. This followed the company's report of a fourfold profit increase for the March quarter. The company's market capitalization briefly crossed 1 lakh crore. Analysts have raised their stock price targets. Revenues grew substantially, driven by increased wind turbine generator deliveries.
Several Indian travel and hospitality companies are planning initial public offerings. Oyo, Pride Hotels Group, and LaRiSa Hotels & Resorts are among them. Lemon Tree Hotels will list Fleur Hotels in two years. The Leela Palaces, Hotels and Resorts, concluded its IPO in May. Prestige Hospitality and Travel Food Services have also initiated IPO processes.
Trump Media & Technology Group Corp. secured approximately $1.44 billion through stock sales and $1 billion in convertible bonds, earmarking the funds to establish a Bitcoin treasury. Following the announcement, the company's shares experienced a rise, with the deal providing over $3 billion in liquid assets and Bitcoin exposure to shareholders. Crypto.
Bond yields increased following strong economic growth data. Traders anticipate a less aggressive rate cut by the Reserve Bank of India. The Reserve Bank of India announced a bond buyback of Rupees 25,000 crore to boost liquidity. Market players expect yields to decrease before the monetary policy announcement. A rate cut of 25 basis points is expected.