India's equity capital markets are poised for a strong 2026, with total issuance volumes projected to exceed 6 lakh crore. This growth will be driven by a robust pipeline of IPOs, QIPs, and block deals, with new-age tech and consumer companies leading the IPO market. Domestic institutional investors are expected to continue their significant role in supporting market activity.
Gold jewellery stocks surged on Wednesday. Titan Company, Kalyan Jewellers India, and Senco Gold reported strong third-quarter sales. This positive market sentiment is expected to continue. Analysts point to rising gold prices and consistent sales growth as key drivers. Titan's jewellery business grew 41% year-on-year. Senco's revenue was up 51%. Kalyan Jewellers saw consolidated revenue growth of approximately 42%.
India's IPO market is attracting diverse companies, including niche B2B platforms, fitness equipment makers, and digital financiers, in 2026. Investor appetite favors differentiated, category-leading businesses with unique, disruptive stories and clear growth paths. This trend sees previously informal economic activities formalizing and seeking public investment.
Foreign investors divested 16,848 crore from Indian markets in the latter half of December. FMCG and financial services saw major outflows. However, the information technology sector attracted 4,457 crore in inflows, marking the first positive fortnight since June. This shift indicates a change in global investor sentiment towards Indian equities.
