FPIs

Foreign Investment Jitters: FPIs Exit ₹10,355 Crore from Indian Equities Amid US Tariff Shock

Foreign portfolio investors (FPIs) have withdrawn ₹10,355 crore from Indian equity markets during the first four trading days of April (April 1–4), reacting to newly imposed U.S. tariffs affecting several countries, including India. This sharp outflow follows a brief period of optimism when FPIs injected ₹30,927 crore into Indian equities over six sessions between March…

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ICICI

India’s Real Challenge? Pricey Equities, Not Macros, Says ICICI Pru’s Naren

S. Naren, CIO of ICICI Prudential, is increasing exposure to large-cap stocks, highlighting valuation challenges rather than macroeconomic concerns. Despite looming US tariffs, he remains cautiously optimistic, advocating for a balanced investment strategy. Overseeing more than $100 billion in assets, Naren told Bloomberg News, “India doesn’t have a macro problem—it has a valuation problem.” He…

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Sensex

Cautious Optimism: Low Cash Volumes Persist Despite Sensex and Nifty’s Strong Rebound

Indian benchmark indices have posted impressive gains, with the Sensex climbing 6.5% and the Nifty rising 7% since the beginning of March. Broader markets have outshoned the benchmarks, as the BSE Midcap and Smallcap indices surged by 9.8% and 11.1%, respectively. However, despite this sharp rally, investor participation in the cash segment has remained muted,…

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M&M

M&M in Talks to Acquire Sumitomo’s Stake in SML Isuzu, Expanding into Trucks and Buses Segment

Mahindra & Mahindra (M&M) is reportedly in discussions to acquire Japan-based Sumitomo Corporation’s entire stake in heavy vehicle manufacturer SML Isuzu, according to a March 24 report by CNBC-Awaaz. The potential deal is expected to strengthen M&M’s presence in the trucks and buses segment. Sources indicate that M&M is considering a valuation of ₹1,400-1,500 per…

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Stock Market

Stock Market Outlook: Trading Strategy for the Week Ahead

The Indian stock market witnessed a remarkable rebound last week, with benchmark indices Nifty and Sensex surging over 4%. This sharp rise was fueled by improved investor sentiment, increased foreign inflows, and favorable global factors. According to Ajit Mishra, SVP of Research at Religare Broking Ltd., while market sentiment remains positive, investors should exercise caution…

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