Promoter shareholding declined across 12 Nifty 500 stocks during the December 2025 quarter, according to StockEdge data. While stake reductions may reflect strategic or fundraising decisions, such moves are closely tracked by investors for signals on promoter confidence and alignment with minority shareholders.
Raamdeo Agrawal hails the government's 100% tax holiday for data centres until 2047 as a "transformational" policy. This move is expected to significantly boost India's participation in the global AI infrastructure race, leveraging cost advantages.
India's Union Budget prioritizes continuity amid global uncertainty, with fiscal discipline largely achieved. While borrowing targets raise concerns, the focus shifts to proactive liquidity management to ensure fiscal discipline translates into lower borrowing costs and supports economic growth.
India's budget received cautious optimism, but reversing foreign investor outflows remains uncertain. While capital expenditure plans align with expectations, higher taxation on derivatives and a significant premium over other emerging markets deter FIIs. Analysts suggest sustained earnings growth and valuation corrections are needed to attract renewed foreign interest.
Temasek Holdings and Life Insurance Corporation of India are poised to be major sellers in the National Stock Exchange of India's potential $2.5 billion IPO. State Bank of India and SBI Capital Markets are also expected to participate in the offering, which will consist of existing shareholders selling 4% to 4.5% of the company's equity.
