Indian markets ended the week steady, with BSE 500 up 1.3%. IT, telecom, and healthcare stocks led gains, supported by domestic and foreign investor inflows, while metals, auto, and industrials lagged slightly.
Crypto firms are racing to launch stock-pegged tokens, sparking concerns among financial giants and regulators. While proponents tout 24/7 trading and instant settlement, critics warn of investor risks and market fragmentation. Many tokens lack traditional rights, resembling riskier derivatives. This rapid innovation faces scrutiny over investor protections and regulatory oversight.
Quant Small Cap Fund reshuffled its portfolio in September, increasing stakes in Adani Power, Zydus Wellness, and Usha Martin, exiting three stocks entirely, and adding new positions in Aptus Value Housing Finance and Intellect Design Arena.
The Indian primary market sees a single Midwest IPO this week, alongside ongoing mainboard issues and SME offerings. Tata Capital, LG Electronics, and eight other companies are also scheduled to debut.
Tata Group stocks have faced a sharp selloff in 2025, eroding 4.56 lakh crore in market value. TCS alone accounts for 85% of the slump, while 10 group companies including Tejas Networks, Trent, and Tata Elxsi have dropped 3060% from their 52-week highs.
Private equity investments in Indian real estate fell 15% YoY to USD 2.2 billion in H1 FY26, reflecting fewer transactions despite steady deal sizes and resilient interest across retail, commercial, and residential segments, according to ANAROCK Capital.
Eight BSE500 stocks, including Tata Communications, Federal Bank, HCL Tech, and Wipro, have posted uninterrupted gains for five straight sessions amid a broader market rally.
Indias 10-year bond yield inched up 4 bps to 6.57% in September, supported by stable policy, ample liquidity, and a dovish global backdrop after the US Feds rate cut. RBI may deliver one more 25 bps cut by December.
SEBIs move to reclassify REITs as equity instruments marks a pivotal shift, paving the way for index inclusion, deeper liquidity, and valuation re-rating. The change aligns India with global standards and could trigger major institutional inflows, mainstreaming REITs within core equity allocations.
Indian equities may regain momentum by late 2025 as valuations normalise and earnings bottom out, says Siddhartha Khemka of Motilal Oswal. He expects strong growth from FY27 led by financials, autos, and capital goods, setting up the next rally phase.
