2025-07-26Niranjan Ghatule
The NSDL IPO has shocked unlisted investors with a steep discount, echoing past IPO trends like HDB Finance. This blog explores the hidden risks in the unlisted market and presents a detailed business comparison between NSDL and CDSL — covering market segments, demat account data, profitability, and valuation metrics
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2025-07-17Niranjan Ghatule
Jaiprakash Power has delivered over 35% returns in the last month amid Adani acquisition buzz, attracting massive retail investor interest. However, Q1 FY26 shareholding data shows FIIs and DIIs slightly trimming their stake while public shareholding crosses 52%. Despite debt of Rs 3,700 crore and being 88% below all-time highs, investor interest continues.
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2025-06-16Niranjan Ghatule
India's discount brokers lose over 4.7 lakh clients in April-May 2025. Retail enthusiasm dips amid tighter F&O rules, slower markets, and fewer IPOs. Experts say this may be temporary, with new IPOs, including Groww's, likely to revive interest.
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2025-06-11Niranjan Ghatule
In this blog, we explore how Systematic Investment Plans (SIPs) are emerging as a strong pillar for the Indian mutual fund industry. With SIP inflows hitting a record ₹26,688 crore in May 2025, we analyze whether this retail investor confidence can fuel the stock market's growth despite volatility and a decline in equity fund inflows.
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2025-05-19Niranjan Ghatule
This article explores the striking divergence in ETF flows between retail and institutional investors in 2025. While individual investors have poured a record $122 billion into equity ETFs—doubling their inflows since mid-March—professional investors have pulled out $25 billion.
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2025-05-18Niranjan Ghatule
Investor optimism is rising sharply as the latest AAII survey shows a surge in bullish sentiment to 35.9% — the highest since January 2025. This jump of 15 percentage points in just two weeks is among the largest since late 2023, while bearish sentiment has dropped sharply, ending an 11-week streak above 50%. The post explores whether this sharp sentiment shift signals growing confidence or a crow
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2025-04-04Niranjan Ghatule
In a historic show of confidence, retail investors poured a staggering $4.7 billion into the stock market on Thursday — the largest single-day investment in over a decade — even as the Dow Jones plunged 1,600 points. Triggered by geopolitical tensions and new tariffs announced by the Trump administration, markets witnessed extreme volatility.
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2025-03-25Ravi Mehta
This article analyzes the latest F&O data as of March 24, 2025, highlighting key trends in market positioning by Foreign Institutional Investors (FIIs), retail traders, and High Net-worth Individuals (HNIs). The data reveals that FII short positions in index futures have dropped to a six-month low, while retail and HNI long positions are also at a low.
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2025-03-21Niranjan Ghatule
This article delves into Zerodha's zero-brokerage policy for equity delivery and its impact on investors over the past decade. It highlights the massive savings investors have enjoyed, amounting to between ₹2,000 crores and ₹20,000 crores, based on different brokerage fee assumptions.
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2025-03-19Niranjan Ghatule
Indian retail options trading has witnessed a dramatic plunge, falling to levels last seen in 2021. This blog post explores the reasons behind this sharp decline, including regulatory changes, rising transaction costs, market volatility, and shifts in retail investor behavior. Will this drop be temporary, or is it signaling a long-term shift in trading trends? Read on to find out more!
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2025-03-19Niranjan Ghatule
Retail investors are making aggressive moves in the stock market, with inflows into Nasdaq 100 stocks reaching 0.1% of market cap—the highest in over a year, according to Goldman Sachs Investment Research. This surge reflects a massive shift in sentiment, with retail investors pouring money into the markets at an unprecedented pace.
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2025-02-19Niranjan Ghatule
US President Donald Trump’s proposal to impose a 25% tariff on pharmaceutical imports could significantly impact Indian pharma companies, which heavily rely on the US market for their revenues. With companies like Aurobindo Pharma and Dr. Reddy's Laboratories generating nearly half of their income from the US, the financial implications could be substantial.
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