Ashwini Agarwal of Demeter Advisors remains optimistic about the Indian market, citing strong domestic flows and expectations of growth fueled by government spending and lower interest rates. While acknowledging stretched valuations, he suggests that a positive surprise, such as a private sector investment surge, could further propel the market.
Multi cap funds are gaining traction, with a corpus nearing Rs 1.75 lakh crore by May. Offering balanced exposure to large, mid, and small caps, they help investors benefit across market cycles. With Indias robust growth outlook and demographic edge, these funds offer a disciplined, diversified path to long-term wealth.
India's market regulator, SEBI, is tightening oversight on trading members following violation discoveries during regulatory inspections. Stock exchanges are now tasked with monitoring corrective actions taken by trading houses and brokerages. Non-compliance with SEBI's directives will attract escalating penalties, potentially leading to a ban on new clients and trading terminal shutdowns.
Infibeam Avenues shares: In a regulatory filing, the company stated that this development follows its earlier announcement on June 19, 2025, in which the Rights Issue Committee approved the Letter of Offer along with other related documents.
Kotak Mahindra AMC's Abhishek Bisen explains the RBI's liquidity management strategy. Month-end spending could push overnight rates below the central bank's comfort zone. The RBI is using VRRR to fine-tune liquidity, aiming to keep overnight rates between 5.25% and 5.5%, avoiding a situation that would negate previous rate cuts.
Railways and defence sectors show promising growth. Titagarh anticipates over 35% revenue growth with confirmed orders. Banking sector is performing well due to RBI's actions and reasonable valuations. UltraTech and ACC may gain pricing power in the cement industry. Defence companies like Bharat Electronics and Data Patterns have good order books. These sectors present investment opportunities.
Several penny stocks priced under Rs 10 have delivered substantial returns, ranging from 200% to 570% over the past year. These small-cap companies, including Pro Fin Capital Services and Nibe Ordnance and Maritime, have attracted high-risk investors seeking significant gains. Despite their limited liquidity, these stocks have outperformed, showcasing the potential for lucrative opportunities in the penny stock market.
