Market News
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Why top fund managers think foreign investors could return to India
India's market outlook is improving as oil prices ease and geopolitical risks recede. Sunil Singhania, Founder of Abakkus Asset Manager, Prashant Khemka, Founder, Whiteoak Capital and Nilesh Shah, Managing Director at Kotak Mahindra AMC explain why foreign investor sentiment could improve, where earnings growth is strongest, and which sectors—from banks to renewables—offer the most compelling opportunities.
'Fairy tale or mega bubble?' Uday Kotak says SpaceX IPO valuation does not fit any traditional matrix
Uday Kotak, Founder of Kotak Mahindra Bank, described SpaceX's IPO as a significant test of capitalism, highlighting its valuation beyond traditional metrics as a bet on humanity’s future and technological advancement. SpaceX debuted at USD 150, with a market cap of USD 1.77 trillion.
Weekly Market Wrap: SENSEX rises 2%, NIFTY50 up 1% as metal and banking stocks rally; Kotak Mahindra Bank leads - Upstox
Weekly Market Wrap: SENSEX rises 2%, NIFTY50 up 1% as metal and banking stocks rally; Kotak Mahindra Bank leadsUpstox
PE investor BC Investments sells Rs 612 crore stake in Emcure Pharma; Kotak MF picks up stake
Private equity firm BC Investments IV sold a Rs 612 crore stake in Emcure Pharmaceuticals to Kotak Mahindra Mutual Fund at Rs 1,700 per share. Despite this divestment, analysts remain positive on Emcure's growth outlook across its core therapeutic segments.
Ajanta Pharma promoter sells ₹1,024 crore stake; mutual funds step in as buyers
A promoter entity of Ajanta Pharma has sold a 2.8% stake in the drugmaker for over ₹1,000 crore through a block deal, with Kotak Mahindra Mutual Fund and Aditya Birla Sun Life Mutual Fund emerging as the key buyers.
Promoter sells Rs 1,024 crore worth of Ajanta Pharma shares in block deal to Kotak MF and ABSL MF
A promoter entity of Ajanta Pharma sold shares worth over Rs 1,024 crore through a block deal, with Kotak Mahindra Mutual Fund and Aditya Birla Sun Life Mutual Fund acquiring the stake. The transaction comes amid strong earnings growth, healthy margins and sustained momentum in the company’s pharmaceutical business.
NLC India shares in focus as government's Offer For Sale opens for non-retail investors
Among the public shareholders, mutual funds of India had a 9.49% stake in NLC India, led mainly by Nippon Life India AMC (5.65%) and Kotak Mahindra MF (2.6%). The stock is up over 30% so far in 2026.
Carlsberg gearing up to file for a $700 million India IPO, says report
Carlsberg A S plans an IPO of its India unit as early as this month, aiming to raise up to $700 million, working with Kotak Mahindra Capital, JPMorgan and Citigroup
Carlsberg may file for India IPO this month, seeks up to $700 million
Carlsberg is working with Kotak Mahindra Capital Co. and the local units of JPMorgan Chase & Co. and Citigroup Inc. on the proposed share sale
ET Alpha Wealth Summit: Nilesh Shah recommends 4 investment bets that should be part of your portfolio
Kotak Mahindra AMC MD Nilesh Shah has identified four investment avenues for volatile markets: Special Investment Funds, performing credit AIFs, REITs and Gift City-based global products. He believes these options can help investors generate returns beyond traditional equity market gains while improving diversification.
Kotak Mahindra Bank analysts expect up to 31% upside after investor day; Check price targets
CLSA and UBS are among the 41 analysts that cover Kotak Mahindra Bank, of which 34 of them have a "buy" or equivalent rating on the private lender.
Kotak’s Nilesh Shah calls for easier access to India for global investors through GIFT City
Nilesh Shah, Managing Director of Kotak Mahindra AMC, said India should enable omnibus investment structures through GIFT City to make investing easier for global investors and NRIs. Speaking alongside industry leaders including Navneet Munot, MD & CEO of HDFC AMC, Shah argued that requiring individual PAN registration creates friction for overseas investors. Participants also called for simpler onboarding, digital KYC processes and stronger promotion of India as a destination for long-term capital.