Market News
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Silver rally: Vallum Capital research shows retail investors missed the peak
Indian retail investors invested $4.6 billion in silver at its peak in late 2025, selling at a loss when prices fell. Vallum Capital Research notes the costly lesson in timing.
Digital platforms, defence and pharma stand out after market correction: Envision Capital
Nilesh Shah, Founder of Envision Capital, said market valuations have corrected to historical averages, creating opportunities despite negative global news flow. Several mid- and small-cap stocks now trade at 12–14 times earnings while still growing around 20%. He also remains constructive on banks, though some stocks may correct 5–10%.
AI to disrupt banking? Nomura initiates coverage on 3 NBFC stocks that can beat banks for next 15 years
Nomura has initiated coverage on Tata Capital, L&T Finance and Piramal Finance with Buy ratings, citing their expanding product portfolios and rapid adoption of AI-driven lending engines. The brokerage expects NBFCs to outpace banks over the next 15 years, driven by MSME credit gaps, digital data analytics and rising retail penetration.
Private credit fuels founder buybacks ahead of public listings
India’s private credit market has expanded rapidly, with a wave of domestic and global investment firms offering faster, more flexible capital than traditional lenders can provide to companies. Promoters are tapping these funds to shore up shareholding or allow investors to exit.
Outperforming Aditya Birla Group stock can rise another 21%, Kotak says
Aditya Birla Capital operates as a diversified financial conglomerate. Most of its value lies in its flagship diversified NBFC business, which has assets under management (AUM) of ₹1.5 lakh crore.
Adani Energy Solutions raises $500 million from Apollo Global through dollar bonds
The capital will be used to refinance $500 million of a subsidiary's bonds that are maturing in early August. These bonds were issued in 2016 with a 4% coupon, according to data from Bloomberg.
This Ambani-owned stock's market cap slips below cash balance. Is it a deep value pick?
JustDial's market capitalization has fallen below its cash reserves, prompting questions about its valuation. Despite a significant drop in share price, the company's strategy for deploying its substantial cash holding remains unclear. Investors are advised to await a defined capital allocation policy before considering it a value pick.
RBI aligns capital rules of banks with global norms
The Reserve Bank of India has updated bank capital rules, aligning them with global standards and clarifying how lenders assess trading partner default risk. New guidelines require banks to include trading-partner exposures from all consolidated entities. Updated 'add-on' percentages for off-balance-sheet trades like derivatives are now in effect, impacting capital requirements for clearing members on exchanges.
Aditya Birla Capital invests ₹750 crore in Aditya Birla Housing Finance via rights issue
Shares of Aditya Birla Capital Ltd ended at ₹333.20, up by ₹8.85, or 2.73%, on the BSE.
Investors turn to India as private market outpaces regional peers, McKinsey survey shows
India is emerging as the top pick in Asia‑Pacific private markets, offering global investors scale and resilience as activity in the Asia-Pacific slows, a survey by McKinsey & Company and the Indian Venture and Alternate Capital Association showed.
India gains favour with global investors on returns, ESG momentum
India is maturing as a market in which foreign investors who take into account environmental, social and governance (ESG) factors are confident in dedicating more of their portfolio to, according to fund managers at the Indian Venture and Alternate Capital Association conclave in Mumbai, who cite the economy's scale, improving return outlook and advancing ESG standards as key differentiators.
Inside Royal Orchid’s playbook for India’s next hotel boom
Royal Orchid Hotels, which runs brands such as Regenta Hotels and Iconiqa Hotels, is expanding through management and franchise agreements while deploying capital cautiously.