US EQUITY INVESTMENT
Franklin Templeton launches Franklin US Equity IFSC Fund as its first outbound fund
Franklin Templeton India has launched its first outbound fund through GIFT City, offering Indian investors access to an actively managed US equity strategy. The feeder fund has a minimum investment of USD 5,000 and aims for long-term capital appreciation.
Sensex erases all Middle East war losses but is it too soon to forget the Hormuz factor?
Sensex and Nifty have recovered all their losses since the Middle East war began, driven by record FII buying, easing crude prices and strong Q2 earnings. But with the Strait of Hormuz remaining a key risk to global oil supplies, can Dalal Street sustain its recovery or is another setback looming?
80% of demand for tokenised assets come from emerging markets, says Binance’s SB Seker
Tokenised assets are finding their strongest foothold in emerging markets, where high entry costs and limited access have long kept global investment products out of reach for ordinary investors. About 80% of demand for tokenised US equities and other instruments comes from emerging markets, according to SB Seker, head of Asia Pacific at Binance.
Japanese investors sell foreign bonds for seventh time in eight weeks
Japanese investors sold 537.6 billion yen ($3.36 billion) in foreign long-term bonds for the seventh time in eight weeks, reflecting caution over US inflation and Federal Reserve rate expectations. They also withdrew from overseas equities. Meanwhile, foreign investors continued buying Japanese long-term bonds, marking their sixth consecutive week of net purchases.
MFs cut stakes in 79 companies for four straight quarters
Mutual funds in India have continued supporting domestic equities despite market volatility and foreign selling. They decreased stakes in 79 companies for four consecutive quarters until September 2026. While domestic investments by mutual funds totaled ₹4.6 lakh crore, foreign portfolio investors sold about $26 billion in equities. Notable companies with reduced mutual fund stakes include Shivalik Bimetal Controls and TeamLease Services, among others.
Sensex, Nifty hit 8-month highs as banks, auto stocks rally
Indian equities have seen significant gains recently, with the Sensex and Nifty reaching their highest levels since February. Heavyweight stocks in the banking and auto sectors contributed to this rally amid declining crude oil prices. Profit booking was expected as investors took some money off the table after the sharp market movements. Foreign investors purchased nearly $7 billion worth of Indian equities during this period.
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Why did market rise today? Sensex jumps 773 pts, Nifty ends above 25,250 as rally continues. 4 factors behind Rs 4 lakh cr gains
Sensex and Nifty saw significant gains on Wednesday, buoyed by aggressive Foreign Institutional Investor purchases. Better-than-expected Q2 earnings from various sectors contributed to the optimistic market sentiment. The Indian rupee also rose against the US dollar, improving further economic conditions. Easing oil prices added a positive macroeconomic outlook for India. Overall, the market showcased strong resilience amid fluctuating global scenarios.

Reverse AI trade drives foreign inflows back to India but rising US inflation poses challenge: Ajay Bagga
Foreign investors are returning to Indian equity markets as global funds shift away from the artificial intelligence infrastructure trade in markets such as the US, Japan, South Korea and Taiwan, while India's relatively attractive valuations and falling crude oil prices are improving its investment appeal, banking and market expert Ajay Bagga said.

India's battered rupee finds an unlikely rescue party in cheaper oil and Wall Street's AI rout
As crude oil prices fall, India's import costs see a positive shift, bolstering the rupee's steadiness. The return of foreign portfolio investors to the Indian equities market, following significant sell-offs in October, has led to the rupee appreciating against the dollar. Enhanced energy supply is expected to mitigate inflation risks, contributing to a potential stabilization range of ₹92 to ₹93 per dollar for the currency.

Diwali dhamaka isn’t over! How a Rs 38 lakh crore bull run sent Sensex up 8,000 points and Nifty up 10% in 8 days
India’s Diwali rally has added nearly Rs 38 lakh crore to BSE-listed companies’ market value in just eight trading sessions, with the Sensex surging nearly 8,000 points and the Nifty gaining 10% to cross 25,400. The rally has been driven by aggressive FII buying of Rs 53,170 crore this month, stronger global sentiment as the AI trade cools, and robust Q2 earnings

Pharma & healthcare funds top mutual fund return charts with over 19% gains. Should investors invest now or wait for a correction?
Pharma and healthcare mutual funds have topped return charts in 2026 with over 19% gains. While strong sector growth supports the outlook, experts caution against chasing the rally and advise investors to assess valuations, risks and portfolio exposure.

Rupee rises 7 paise to 93.70 against US dollar in early trade
The rupee strengthened 7 paise to 93.70 against the US dollar in early trade on Wednesday, supported by sustained foreign fund inflows, easing crude oil prices and improving geopolitical sentiment. The domestic currency has emerged as one of Asia's best performers in FY27, with traders expecting continued overseas investor participation to provide a buffer against external uncertainties.

Japan's Nikkei rises for third straight session as AI optimism returns; SoftBank falls 3%
Japan's Nikkei 225 rose 0.80% for a third consecutive session as renewed optimism around artificial intelligence stocks lifted sentiment. Strong semiconductor demand and improving manufacturer confidence supported gains. However, SoftBank shares fell 3% after the technology investment giant reported a second-quarter net loss of 1.1 trillion yen.

Blackstone to invest Rs 5,000 crore in IIFL Finance for 16% stake as company raises Rs 6,414 crore
IIFL Finance will raise Rs 6,414 crore through a capital infusion led by Blackstone, which will invest Rs 5,000 crore for an approximately 16% stake. Co-promoters Nirmal Jain and R Venkataraman will contribute Rs 1,264 crore through warrants, while Anchorage Capital will invest Rs 150 crore.

IIFL Finance to raise Rs 6,414 crore through preferential issue; Blackstone to invest Rs 5,000 crore
IIFL Finance approved a Rs 6,414 crore capital raise led by Blackstone, which will invest Rs 5,000 crore for an approximately 16% stake. Promoters Nirmal Jain and R Venkataraman will collectively invest Rs 1,264 crore through warrants.

Blackstone to acquire 16% stake in IIFL Finance as NBFC announces Rs 6,414 crore capital raise led by global investor
IIFL Finance is preparing to secure Rs 6,414 crore through a major investment round. Blackstone is set to invest Rs 5,000 crore for a stake in the company. Nirmal Jain and R. Venkataraman will also contribute Rs 1,264 crore via warrants in the financing round. Additionally, Anchorage Capital will participate with a ₹150 crore investment. This transaction marks one of the largest private equity investments in India's NBFC sector.

BDR Pharma to acquire Acme’s oral solid formulations business
BDR Pharma will acquire a controlling stake in Acme Formulation’s oral solid formulations business from existing shareholders, led by private equity firm PAG. The deal will strengthen BDR’s contract development and manufacturing (CDMO) platform by adding capabilities in thyroid, women’s healthcare and general medicines.

FPIs turn net buyers; pour Rs 53,739 crore in D-Street in Nov so far
In November, foreign investors reversed a trend of selling by making substantial purchases of Indian equities. This shift followed a global sell-off triggered by AI developments affecting markets worldwide, including the US and Asia. The allure of strong domestic earnings growth alongside attractive valuations in large-cap stocks reignited investor interest in India, particularly in the financial services and technology sectors, with noteworthy activity also seen in the debt market.

FIIs extend buying momentum on Dalal Street with Rs 7,212 crore inflows; DIIs continue equity sell-off
Foreign institutional investors recorded significant net purchases of Indian equities on November 9. Domestic institutional investors continued their trend of selling equities, resulting in a notable outflow. Both Sensex and Nifty indices finished higher despite volatile trading during the session. Analysts attributed positive market sentiment to better-than-expected corporate earnings and easing geopolitical concerns. Investors are currently awaiting key inflation data from India and the US for further insights.

US stocks face volatile week as AI selloff, inflation data and tech earnings loom
US stocks face a volatile week as investors brace for October CPI inflation data and key tech earnings following a sharp AI-led selloff. Regulatory concerns post-US midterms, alongside Fed rate hike expectations, have pushed the Nasdaq into correction territory despite the S&P 500 maintaining gains for 2026.

Stocks vs Gold: Which asset could create more wealth in the Samvat 2083?
At this moment, Indian equities present a more appealing investment than gold, with the Sensex-to-Gold ratio plummeting to historical lows. Samco Securities suggests that as we enter Samvat 2083, boosting equity investments while maintaining gold holdings could be wise. Historical patterns indicate that similar valuation scenarios have often resulted in substantial gains for Indian stocks.

Market may deliver bumper returns by next Diwali as valuations and earnings align, says Raamdeo Agrawal
Indian equities enter Samvat 2083 on a strong note, with Nifty surging 8.6% last week and reclaiming 25,000. Motilal Oswal Chairman Raamdeo Agarwal cites improving earnings, ₹45,970 crore in FPI inflows, stable currency and easing global pressures as potential drivers.

PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horses
HDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 2083. He favours largecaps for valuation comfort, highlights selective stock opportunities and urges investors to prioritise earnings visibility and disciplined asset allocation.

Nifty bulls reclaim 25,000 mark as FIIs step up India buying: 5 factors that will determine D-Street's fate next week
Indian equities rallied nearly 9% last week as the Nifty reclaimed 25,000 and the Sensex gained 8.82%. FIIs bought Rs 45,960 crore, while DIIs sold Rs 24,197 crore. Investors will track AI stocks, crude oil, geopolitical developments, US Treasury yields, India's October inflation data and Nifty technical levels in the coming week.

FIIs pump Rs 45,960 crore into Indian stocks in a week; is the tide finally turning for Dalal Street?
Foreign institutional investors poured a net Rs 45,960 crore into Indian equities in one week, reversing October’s outflows and fuelling a sharp market rally. Improving earnings, attractive valuations and global AI stock corrections are driving renewed interest. However, sustainability of inflows, crude prices and geopolitical risks remain key concerns.

D-Street just 5% away from highs with a 10% bounce from lows
The rupee has shown a significant recovery, closing at 93.90 this week, its best level since April. Recent drops in oil prices have alleviated inflation concerns and supported the local currency. Simultaneously, foreign portfolio investors have made substantial net purchases in Indian equities, contributing to market stability. Indian equity indices have also rallied over 10% from recent lows, showing strong earnings.

Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?
Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 earnings, attractive valuations and a global shift away from AI-linked stocks supported the rally. The key question now is whether renewed buying can sustain the market's recovery.

Emerging markets lose $33.8 billion in October as investors flee Asian stocks
October witnessed an alarming withdrawal of $33.8 billion by foreign investors from emerging markets, the largest since March. Almost all of this outflow consisted of equities, severely impacting Taiwan. While Emerging Asia grappled with major losses, Latin America encountered minimal setbacks amid election related volatility. Additionally, Chinese stocks continued to see foreign sell offs for the fifth consecutive month.

Global Market Today: Asian stocks rise as oil slides after US midterm elections
Benchmark indexes rose in Japan and Australia, pushing the MSCI Asia Pacific Index up by 0.3%. That was after the S&P 500 Index jumped 1.6%, its biggest gain in three months, and the tech-heavy Nasdaq 100 climbed 0.9%. South Korea was the outlier, with the Kospi Index dropping 2.7%, reflecting investor concerns over the future of data-center development and losses in US chip stocks.
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