'Even if India is attractive, FPIs currently lack the funds to invest, as money is being redirected to the US.'
After a robust 2023, foreign investors significantly scaled back their investments in Indian equities in 2024, with net inflows amounting to over Rs 5,000 crore, as elevated domestic valuations, coupled with geopolitical uncertainties prompted investors to adopt a more cautious stance. Looking ahead to 2025, FPI flows into Indian equities could see a recovery, supported by a cyclical upswing in corporate earnings, particularly in domestic-oriented sectors like capital goods, manufacturing, and infrastructure, Vinit Bolinjkar, head of research, Ventura Securities, said.
India Inc has reported a muted start to the financial year 2024-25, with a decline in net earnings and a modest single-digit uptick in revenues. An analysis of 488 companies that have released their results for the June 2024 quarter reveals a 1.6 per cent year-on-year (Y-o-Y) drop in combined net profit -- the weakest performance in the past seven quarters. In stark contrast, the combined net profit of these companies experienced a 13.6 per cent Y-o-Y increase in the previous quarter (Q4FY24) and a 65.2 per cent Y-o-Y rise in Q1FY24.
The early-bird results for the April-June quarter of 2024 (Q1FY25) hint at a slowdown in corporate revenues and profits in FY25. Corporate profits might face headwinds from a continued revenue growth slowdown and a reversal in margin gains from lower commodity and energy prices in FY24. The combined net profit (adjusted for exceptional gains and losses) of the 210 companies that have declared their Q1FY25 results so far is down 4.2 per cent from the year-ago period - their worst showing in seven quarters.
Investors shunned shares of oil marketing companies (OMCs) on Friday as they feared that the government's decision to cut retail prices of petrol and diesel could hurt the companies' profit margins in the near term. On Thursday, the government announced that OMCs will reduce pump prices of petrol and diesel after a record 22 months, making them cheaper by Rs 2 per litre in the national capital. The changes were effective from Friday.
These stocks offer the best combination of maximum 'buy' recommendations from brokerages and share price upside over the next 12 months.
Banking and financial stocks got more than their fair share of foreign portfolio investor (FPI) flows in February. Overseas investors pumped in $3.56 billion into domestic equities last month. Of this $1.96 billion went into financial stocks, data analysed by Edelweiss shows. "The sector now has 34.8 per cent of FPI assets, up from 33.8 per cent in January.
Though the developments are positive, analysts say the benefits will accrue only in the long run
Cairn Energy Plc, which has 50 production blocks across the world, holds 10% in Cairn India.
India's companies are today amongst the biggest companies in the world.
India's biggest companies are public sector undertakings (PSUs) in the oil & gas sector.
The NSE Nifty settled at 5,233, up 11 points. The market breadth is positive, out of 2,969 shares traded, 1,504 advanced and 1,318 declined on the BSE.
The Nifty, retained the 5,000 level and ended at 5,088 -- up 71 points. Exports in January grew as services and manufacturing activity jumped.
The NSE Nifty ended at 5,114, down 27 points. The market breadth was fairly negative, out of 2,844 shares traded, 1,471 declined and 1,322 advanced on the BSE.
The NSE benchmark index touched a high of 4,825 and ended flat at 4,805. The market breadth turned negative towards the end of the day and could not change direction. Out of 2,882 shares traded, 1,285 advanced while 1,527 declined.
The NSE Nifty ended at 4,235, down 78 points. The market breadth was negative- out of 2,675 shares traded, 1,493 declined and 1,114 advanced on the BSE.
ONGC, Hindustan Petroleum, Bharat Petroleum, Indian Oil and Oil India listed the spending as part of their mandatory CSR commitment, but CAG noted that the Sardar Patel statue did not qualify for CSR funding.
The NSE Nifty ended at 2893, down 33 points. The market breadth was marginally positive - out of 2,511 stocks traded, 1,311 advanced and 1,089 declined on Thursday.
Mutual funds pared exposure to auto, cement, metal, FMCG, telecom, sugar, and power stocks in January.
The market breadth was fairly bullish - out of 2,776 stocks traded, 1,736 moved up, 971 declined and the rest were unchanged on Monday. The BSE Realty index surged 5.3% to 5,799. The Bankex advanced over 4% to 7,702, and the Oil & Gas index surged 3% to 10,437. The NSE Nifty moved up 91 points to end at 4,620.
Sensex opened with a negative gap of 325 points at 14,452. The index barely managed to touch a high of 14,484, and then started slipping deeper into red.
The NSE Nifty ended at 2946, up 139 points. The market breadth was fairly positive - out of 2,642 stocks traded, 1,629 advanced, 899 declined and the rest were unchanged on Monday.
Being one of the early commentators to flag economic slowdown and caution investors on corporate earnings, Gautam Chhaochharia, head of India research, UBS Securities, in an interview with Hamsini Karthik says the markets remain in an expensive zone despite the recent correction.
NSE Nifty is trading at 4,462, up 106 points.
Fresh buying in late trades saw the index rally past the 10,000-mark to a high of 10,009. The Sensex finally ended with a gain of 145 points at 9,977. The NSE Nifty ended at 3,042, up 61 points.
The markets opened in red in line with weak Asian peers.
The market breadth was fairly positive -- out of 2,837 stocks traded, 1,813 advanced, 968 declined and 56 were unchanged on Tuesday.
The Sensex opened with a positive gap of 20 points at 13,949
The Sensex opened with a positive gap of 110 points at 14,044.
Markets ended higher, amid firm global cues, and are on track for third straight day of gains.
The Sensex opened with a positive gap of 39 points at 14,170.
Valdel Engineers & Constructors (formerly John Brown Technologies) has been awarded the ISO 9001:2000 certification by Lloyd's Register for design and engineering services.
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