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Energy conservation plea meets oil shock as largecaps emerge as investors safest bet

Energy conservation plea meets oil shock as largecaps emerge as investors safest bet

Prime Minister Narendra Modi’s calls to curb energy use are being read by investors as a response to an unusually persistent oil shock. JPMorgan’s Sanjay Mookim says the crude price rise is hitting India’s external balance directly, with higher oil costs not yet fully passed to consumers, leaving government and companies to absorb much of the burden. The tougher effect, he warns, may surface in Q1 FY27 as demand tapers and capex momentum slows, shifting flows toward defensives.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Mutual funds add Rs 12700 crore cash in April even as markets surged

Mutual funds add Rs 12700 crore cash in April even as markets surged

In April, Indian mutual funds increased cash holdings by over Rs 12,700 crore, taking total cash to about Rs 1.98 lakh crore, despite a strong market rebound. While some fund houses added to their cash buffers, others cut back, signaling uneven positioning across the industry. SBI Mutual Fund emerged as the biggest cash holder among peers.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Mutual funds pump 30600 crore into equities while trimming major bets in April

Mutual funds pump 30600 crore into equities while trimming major bets in April

In April, Indian mutual funds poured Rs 30,600 crore into equities, ramping up positions in ICICI Bank, SBI and Sun Pharma. At the same time, they cut exposure to Wipro, HDFC Bank and Hindalco across large, mid and smallcap categories. The reshuffling signals active portfolio management as fund managers reposition for changing market expectations.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Flexi cap logs record April inflows as other equity categories stay selective

Flexi cap logs record April inflows as other equity categories stay selective

Equity mutual fund inflows dipped 5% to Rs 38,440 crore in April, but buying remained broad across categories. Flexi cap funds posted their highest-ever monthly inflow, while smallcap and midcap also attracted strong money. Sectoral and thematic funds, however, saw moderation as investors grew more selective amid market volatility.

Summarised by Beize from a story on The Economic Times on 12 May 2026
Bajaj Auto Rs 5633 crore buyback at Rs 12000 why retail investors should watch carefully

Bajaj Auto Rs 5633 crore buyback at Rs 12000 why retail investors should watch carefully

Bajaj Auto has announced its biggest share buyback, worth Rs 5,633 crore, priced at Rs 12,000 per share—a premium for existing shareholders. The offer includes a reserved portion for retail investors and promoters are reportedly not participating, which could impact who gets shares. The move also reflects management confidence in cash generation, but investors should wait for the record date and letter of offer before deciding.

Summarised by Beize from a story on The Economic Times on 11 May 2026
FII ownership sinks to 14 year low at 14.7% as DII steps in with 18.9% jump

FII ownership sinks to 14 year low at 14.7% as DII steps in with 18.9% jump

FII ownership in Indian equities has fallen to 14.7%, the lowest since June 2012, down from 19.9% in April 2016. Despite the foreign pullback, markets have been supported by domestic investors, with DII participation rising sharply by 18.9%, according to JM Financial’s Fundamental Research report.

Summarised by Beize from a story on The Economic Times on 9 May 2026

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Foreign investors keep selling Indian financials through late April as inflation fears bite

Foreign investors keep selling Indian financials through late April as inflation fears bite

Foreign investors extended their sell-off in Indian equities into the second half of April, with financials taking the hardest hit. The outflows were linked to the sector’s large weight in markets and rising inflation concerns. Meanwhile, power and capital goods saw notable inflows, supported by strong demand and supportive global trends.

Summarised by Beize from a story on The Economic Times on 8 May 2026
Rajeev Agrawal backs Indian cyclicals as AI trade sidelines India in global markets

Rajeev Agrawal backs Indian cyclicals as AI trade sidelines India in global markets

Market expert Rajeev Agrawal says global equity flows are increasingly concentrated in AI-related winners, notably semiconductor-heavy economies like Korea, while India’s exposure remains limited. He also flags the impact of higher crude oil and West Asia geopolitical tensions, though he expects gradual easing. For investors, he prefers domestic-oriented Indian cyclicals, especially renewable energy and financials, for steadier returns.

Summarised by Beize from a story on The Economic Times on 6 May 2026
Nifty Smallcap 100 surges 18 4 in April now experts spot a 12 month window

Nifty Smallcap 100 surges 18 4 in April now experts spot a 12 month window

The Nifty Smallcap 100 jumped 18.4% in April, marking its third-biggest monthly gain since launch. Market history hints that this momentum can extend over the next 12 months, but analysts warn upside may be limited by richer valuations. Still, many experts expect small-cap outperformance over 18-24 months, despite the current valuation gap versus past cycles.

Summarised by Beize from a story on The Economic Times on 6 May 2026
Retail cuts direct equity bets as mutual funds hit record high

Retail cuts direct equity bets as mutual funds hit record high

Individual investors trimmed direct equity exposure for a third straight quarter, even as mutual fund holdings climbed to an all-time high. The shift was powered by strong retail inflows into MFs. At the same time, foreign ownership slid to a 14-year low amid risk-off sentiment, while domestic institutional holdings rose to a fresh peak.

Summarised by Beize from a story on The Economic Times on 5 May 2026

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FIIs quietly piled into 54 smallcap stocks in March quarter despite market caution

FIIs quietly piled into 54 smallcap stocks in March quarter despite market caution

Foreign institutional investors turned cautious markets into an opportunity, increasing holdings in 54 beaten-down smallcap stocks during the March quarter. While broader sentiment stayed wary, FIIs leaned into a “buy the dip” strategy, stacking capital in stocks they view as temporarily mispriced but structurally sound. The push also stood out because some other smallcaps saw exits instead.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026
Gold beats jewellery in India for first time as investors turn cautious

Gold beats jewellery in India for first time as investors turn cautious

For the first time in India, investment demand for gold overtook jewellery consumption in the March quarter, hitting 82 metric tons versus 66 metric tons. The change is linked to muted equity market returns and rising gold prices, lifting gold’s share to 54.3% of total consumption as overall demand climbed 10.2% to 151 tons.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Broker calls go mixed as Motilal stays bullish on UTI AMC while Goldman cuts Dr Reddy’s

Broker calls go mixed as Motilal stays bullish on UTI AMC while Goldman cuts Dr Reddy’s

Brokerages are taking a selective approach in markets: Motilal Oswal has maintained a buy view on UTI AMC, citing steady AUM growth and healthy SIP inflows, as well as a bullish stance on Aditya Birla Sun Life AMC. In contrast, Goldman Sachs downgraded Dr Reddy’s Laboratories, pointing to weak pipeline visibility, pricing pressure, and limited near-term growth.

Summarised by Beize from a story on The Economic Times on 25 Apr 2026
Over USD105 billion IPO windfall Who gained most from India’s startup listing boom

Over USD105 billion IPO windfall Who gained most from India’s startup listing boom

Since Zomato’s mid-2021 listing ignited India’s startup IPO wave, more than 30 mostly unicorn companies have gone public. Together, they’ve unlocked about USD105 billion in market value over the past four years. ET Prime now tracks who actually benefited the most from this unprecedented value creation—from early stakeholders to public-market entrants.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Median CEO pay in India hits Rs 10.5 crore as growth slows to pandemic lows

Median CEO pay in India hits Rs 10.5 crore as growth slows to pandemic lows

Median compensation for professional CEOs in India climbed 5% year-on-year to ₹10.5 crore in FY26, according to a Deloitte report. The increase is the slowest since the pandemic, with analysts linking the moderation to weaker equity market performance and mounting geopolitical risks that are making boards more cautious on pay.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Mutual funds are piling into new unicorns betting on next gen tech leaders

Mutual funds are piling into new unicorns betting on next gen tech leaders

Indian mutual funds have ramped up investments in several new-age companies including Urban Company, Ather Energy, Lenskart, Meesho, and PhysicsWallah. The inflows signal rising confidence from domestic investors in tech-led growth stories. Brokerages are also starting coverage with upbeat views, pointing to a broader shift of institutional capital toward India’s next-gen economy.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
JSW Infra buys three promoter firms for INR1200 crore sparking questions on value and transparency

JSW Infra buys three promoter firms for INR1200 crore sparking questions on value and transparency

JSW Infra’s INR1,200-crore acquisition of three promoter firms has drawn scrutiny as the company claims it gains quicker access to railway permits and rakes under schemes that are currently under a moratorium. Analysts, however, argue the listed entity could have built the same capacity independently, potentially avoiding costs of more than INR500 crore.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
98 million SIP accounts power Indian equities What if returns disappoint for 18 more months

98 million SIP accounts power Indian equities What if returns disappoint for 18 more months

Despite markets being about 10% down, March SIP inflows hit a record roughly INR 32,000 crore, underscoring retail’s scale in Indian equities. But fund managers caution that if investors fail to see returns for another 18 months, many could reduce or withdraw SIPs—potentially reshaping demand and market sentiment.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Arohan Financial Services eyes 1400 crore IPO filing as microfinance rebounds

Arohan Financial Services eyes 1400 crore IPO filing as microfinance rebounds

Arohan Financial Services is in the final stretch to file its DRHP for a Rs 1,400 crore IPO that combines a fresh issue with an offer for sale. The move comes as microfinance conditions improve, with asset quality strengthening, loan portfolios recovering, and growth outlook looking steadier—fueling renewed investor interest.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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