Portfolio News
Bonds go mainstream: How are Gen Z, tier-2 India changing fixed income market? Vishal Goenka of IndiaBonds explains
Interest from retail investors really depends on their investment goals, risk appetite and investment amounts, says Vishal Goenka of IndiaBonds. Those with smaller <1 lac investment amounts go for higher yields between 10-12% with a single A credit rating, he said.
6 min read14 Nov 2025Kae Capital’s maiden fund wins big from part exits in Porter & HealthKart
Early-stage VC Kae Capital’s maiden $25 mn fund delivers over 5x returns following partial and full exits from Porter and HealthKart.
2 min read11 Nov 2025Goldman Sachs upgrades India stock market to 'overweight, pegs Nifty 50 target at 29,000 for 2026
Goldman Sachs upgraded the Indian stock market to overweight, citing a turnaround driven by domestic equity purchases and improving earnings. The Nifty 50 index is projected to reach 29,000 by 2026, supported by favorable economic measures and strong retail participation.
2 min read10 Nov 2025LIC portfolio rejig: BPCL, Vedanta to Yes Bank — Top stocks that India's biggest DII bought and sold in Q2
LIC’s share by value in companies listed on NSE went down 3.63% as on September 30, 2025, from 3.68% as on June 30, 2025. In rupee terms, LIC holding recorded a 16.76% decline to ₹16.11 lakh crore on September 30, 2025.
3 min read6 Nov 2025India’s market power tilts local: DIIs lead FPIs six quarters running
For six quarters in a row, domestic investors have outpaced foreign funds in Indian equities, signalling a lasting shift in who really moves the market.
4 min read6 Nov 2025Indian stock market to recover as growth cycle rebounds, says Morgan Stanley; sets Sensex target at 89,000
Stock market strategy: Morgan Stanley’s base case (50% probability) has a Sensex target of 89,000 by June 2026, implying a trailing P/E of 23.5x, above its 25-year average. In its bull case, the brokerage has a Sensex target of 100,000, while its bear case pegs the index at 70,000.
2 min read5 Nov 2025IPO frenzy draws ₹10,000 crore from FPIs in October. Will the primary market rally continue?
In October 2025, Foreign Portfolio Investors (FPIs) invested ₹14,610 crore in Indian stocks, ending a three-month selling streak. This shift is driven by strong corporate earnings and a robust IPO pipeline, indicating investor confidence in India's long-term growth despite global uncertainties.
2 min read4 Nov 2025FPIs return to Indian stock market after 3 months with $1.6 billion inflows: Will the momentum last?
FPI buying in October renewed bullish sentiment in the Indian equity market, with net purchases of $1.65 billion. Analysts caution that sustained interest depends on macro stability, earnings growth, and trade discussions, particularly between the US and China, amidst ongoing global risks.
4 min read1 Nov 2025The week in charts: Diwali AQI surge, festival’s consumption boost, FPIs return
In this weekly Plain Facts compilation, we present to you data-based insights, with easy-to-read charts, to help you delve deeper into the stories reported by Mint in the week gone by.
3 min read25 Oct 2025Samvat 2082: Midcap stocks likely well-positioned for FII reallocation with strong risk-reward appeal
India's presence in EM indices has grown to 18%, but EM investment lags. With FII selling slowing, mid-caps may attract renewed interest. Positive GDP growth and stable inflation bolster the outlook, despite significant underweight in EM portfolios compared to historical norms.
3 min read20 Oct 2025Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared