The combined market valuation of seven of the top-10 most valued firms declined by Rs 35,439.36 crore in a holiday-shortened last week, with State Bank of India taking the biggest hit, in line with a muted trend in equities.
Foreign investors fled Indian equities in 2025 at a scale never seen before, pulling out a record Rs 1.6 lakh crore (USD 18 billion) as volatile currency movements, global trade tensions, especially potential US tariffs, and stretched valuations eroded risk appetite, though flows are expected to turn sustainably positive in 2026.
As markets enter 2026 amid uncertainty, hybrid mutual funds offer a balanced, disciplined approach to portfolio construction by blending equity growth with debt stability, helping investors navigate volatility and stay aligned with long-term goals.
Indias strong macro fundamentals, policy reforms, easing monetary conditions and revival in consumption and capex are expected to support growth and drive sectoral opportunities in FY27.
As hopes of a Santa rally fade, traders enter the final week of 2025 focused on Niftys technical levels, FII positioning and derivatives cues. Analysts see key supports near 26,000, selective sector strength in defence stocks, and tactical buying opportunities in stocks like NBCC and DBL.
Indian equities extended losses for a second straight session as IT, financial and auto stocks weighed on benchmarks, pushing the Nifty below key short-term averages. Amid rising bearish momentum, analysts flagged 26,000 as a crucial support, while recommending NBCC and Dalmia Bharat on technical breakouts.
Despite a sharp slowdown in SME IPO performance in 2025, a select group of fundamentally strong stocks delivered multibagger returns, underscoring the growing importance of quality and disciplined stock selection.
In CY25, select penny stocks delivered sharp gains of up to 440%, with several emerging as multibaggers, highlighting strong momentum in low-priced micro-cap stocks despite elevated risks.
ETMutualFunds has shortlisted top small-cap funds based on mean rolling returns, consistency over the last three years, downside risk, outperformance and asset size (the threshold size is Rs 50 crore).
2025 proved a transformative year, marked by the US's assertive 'America First' agenda and escalating global trade tariffs. India responded with significant economic reforms, including tax relief and a GST overhaul, while navigating volatile foreign investment flows. The year concluded with strong GDP growth, low inflation, and supportive monetary policy, positioning India for future resilience.
