Foreign Institutional Investors (FIIs) increased their share by volume in companies listed on NSE to 5.95% as of June 30, 2024, up from 5.88% on March 31, 2024, according to data from primeinfobase.com. At the same time, FIIs added to their holdings in Ujjivan Small Finance Bank, Vodafone Idea, and JSW Energy, while trimming their stakes in CarTrade Tech and Route Mobile. Here's a list:

Ola Electric was listed on Friday, August 9 disappointing investors as it got listed at par with the issue price of Rs 76. However, later during the day, the stock surged 20% to hit an upper circuit high of Rs 91.20 on NSE

The interplay between a Central Bank’s actions and the stock market’s response is complex and dynamic; even a minor policy adjustment can set off a chain reaction across various sectors, leading to substantial market movements and volatility.

ETMarkets' analysis of BSE stocks valued over Rs 1000 crore shows that over the past three sessions (August 7-9), 10 stocks have consistently increased in price, trading volume, and delivery volume, indicating higher investor interest in these stocks. (Data Source: ACE Equity)

During the week, only 30 smallcap companies offered double-digit returns with Century Enka the top gainer (35%), followed by Authum Investment (34.19%), Symphony (33.53%), and Garware Hi-Tech (26%).

Hindenburg Research has hinted at another significant revelation related to India. On Saturday, Hindenburg posted on X, stating, "Something big soon India." Last year, on January 24, Hindenburg Research released a report criticizing the Adani Group just before Adani Enterprises' planned share sale. The report resulted in an $86 billion decline in Adani Group's market value and a significant sell-off of its overseas listed bonds.

The past week experienced substantial fluctuations in U.S. stock markets driven by disappointing manufacturing and employment data. Investors are keenly awaiting upcoming inflation figures, company earnings, and the presidential election outcome to gain clarity. The Federal Reserve's anticipated rate adjustments in September are also a major factor in market predictions.

From Aug. 2 to Aug. 8, hedge funds aggressively boosted their bearish bets on Japanese stocks following a sharp decline in the Nikkei index. Goldman Sachs reported that net exposure to Japanese equities fell to 4.8%. Globally, hedge funds remained bearish for the fourth week in a row, increasing short positions amid the market turbulence.

Nasdaq short interest dropped by 2% in late July, with shorted shares falling from 14.356 billion to 14.068 billion, indicating a shift in market sentiment.

Speculators increased their net short positions on five-year Treasuries to a record high, while bearish bets on 10-year Treasuries reached their highest level since February, according to the latest CFTC data.

The past week experienced substantial fluctuations in U.S. stock markets driven by disappointing manufacturing and employment data. Investors are keenly awaiting upcoming inflation figures, company earnings, and the presidential election outcome to gain clarity. The Federal Reserve's anticipated rate adjustments in September are also a major factor in market predictions.

The S&P 500 closed higher on Friday, recovering from a recession-fueled slump. Gains were driven by the technology sector. Investors now focus on upcoming economic data and the Federal Reserve meeting in September, where rate cuts are anticipated.

In July, bank business saw slower growth in both credit and deposits compared to last year, according to the Reserve Bank of India. Deposits rose 10.6 percent year-on-year while credit grew by 13.7 percent. Banks are being urged to focus more on deposit mobilisation to avoid potential liquidity issues due to reliance on non-retail deposits.

UltraTech Cement announced a Rs 3,142 crore open offer to gain a 26% stake in India Cements Ltd, scheduled from September 19 to October 3. This followed a prior acquisition, boosting their stake to 55.49%. The purchase aimed to enhance UltraTech's footprint in the competitive southern Indian cement market, especially in Tamil Nadu.

On Friday, BSE and NSE announced, following a joint surveillance meeting with Sebi, the ESM mechanism will be extended to companies with market capitalization below '1,000 crore. Parameters for shortlisting securities under the ESM framework include high-low price variation and close-to-close price variation

In a ruling on Wednesday, the court directed the Securities and Exchange Board of India (Sebi) to provide the petitioner-ICICI Securities shareholder Aruna Vinod Modi-with a copy of the exemption letter, subject to a non-disclosure undertaking. The investor had moved the court, contesting Sebi's decision to grant parent ICICI Bank relaxation from rules on delisting the broking firm.

Nazara's resolution plan received 99% of the creditors' vote in a process which was completed earlier this week. The second bidder-a consortium of financial services firm Resurgent India and Sanjay Lodha-did not increase its offer during negotiations with lenders, people cited above said.

Trent Limited, part of Tata, saw a 130.8% yoy rise in standalone net profit for Q1 ending June 2024, reaching Rs 342.15 crore. Revenue increased by 57.4% to Rs. 3,991.74 crore.

Wall Street's main indexes experienced fluctuations amidst a tumultuous week affected by a rising yen and recession fears. Major indexes faced weekly losses, despite a positive jobless claims report. Investors anticipate next week's consumer prices and retail sales data. Analysts remain cautious about a sustained market recovery without new significant events.

Blackstone sold 33 crore units in Nexus Select Trust for around Rs 4,550 crore via a block deal, reducing its stake to 21%. Nexus Select Trust's portfolio includes 17 shopping malls, two hotels, and three office properties across 14 cities. Domestic and foreign investors, including ICICI Prudential and Wells Capital Group, purchased the units.

Federal Reserve policymakers have resisted calls for aggressive measures after a weaker-than-expected jobs report in July, which showed a significant slowdown in hiring and the highest unemployment rate in nearly three years. Meanwhile, Fed leaders, including Chair Jerome Powell, have emphasized their increased focus on the full employment mandate while remaining committed to bringing inflation down to their 2% target.

This notice partially amends the previous exchange notices issued on June 2, 2023, and July 18, 2023, regarding Enhanced Surveillance Measures (ESM). All other provisions outlined in the earlier notices will remain unchanged, as stated in this notice. The list of scrips identified under the amended framework will be released separately.

Drahi, a Franco-Israeli billionaire, would invest additional capital alongside the fund, maintaining his majority ownership. The total investment in Sotheby's - one of the world's largest brokers of fine and decorative arts and jewellery - was about $1 billion, it said in a statement.

Citing the example of mutual fund body Amfi's campaign aimed at popularising mutual funds, he said the bond market can also create a similar campaign which will help the sector gain traction and end up aiding economic growth through capital formation.

The Dow Jones Industrial Average fell 38.4 points, or 0.10%, at the open to 39,408.06.

Additionally, the regulator has proposed to create a closed ecosystem for fee collection by registered IAs and RAs through a separate mechanism to help investors ensure that their payments are reaching only registered IAs and RAs and help them identify, isolate and avoid unregistered entities, who would be unable to access this closed ecosystem.

The license has been given by the SEBI under the newly notified SM REIT regulations under the name of Property Share Investment Trust (PSIT).

Sebi advised mutual fund companies to perform stress tests to enhance liquidity risk management, especially for small and midcap schemes. Ananth Narayan Gopalakrishnan emphasized the importance of better risk communication and proposed new initiatives such as low-ticket SIPs and simpler regulations for passively managed funds to encourage competition and innovation in the industry.

Jatin Gedia of Sharekhan observes that the Nifty, after a drop from 25,100 to 23,900, is currently in recovery mode. He predicts a potential rally towards 24,520-24,651, aligning with the 50% and 61.82% Fibonacci retracement levels. The immediate support level is anticipated at 24,200-24,150, coinciding with the 40-day moving average

Kennametal India saw an 8.3% rise in revenues, reaching Rs 302.4 crore for the June quarter, driven by the hard metal and machining solutions groups. Profit before tax climbed 48.7%.

Trent Limited, part of Tata, saw a 130.8% yoy rise in standalone net profit for Q1 ending June 2024, reaching Rs 342.15 crore. Revenue increased by 57.4% to Rs. 3,991.74 crore.

Ardour Investment Holding acquired a 0.69% stake in APL between November 17, 2024, and August 6, 2024. Meanwhile, Emerging Market Investment increased its stake in the company by an additional 1.13% between June 12, 2024, and August 5, 2024. As of the quarter ending in June, Ardour Investment Holding held 2.53% of APL, while Emerging Market Investment's stake was 6.57%.

Post-2008, global central banks shifted towards closer government collaboration to stabilize markets. Despite increased liquidity, inflation remained low until 2020. However, post-COVID fiscal measures spurred inflation, raising concerns about investments in equities amid high valuations.

As the RBI intensifies its regulatory tightening, the banking sector will need to negotiate with slower growth, lower margins, and rising credit costs. The central bank is also concerned about the recent spurts in prices of milk and mobile tariffs, which can permeate into broader inflation impetus.

Like business and economic cycles, stock markets also have cycles where they will take a liking to a particular sector in such a manner that valuations will go through the roof. Then comes a phase, where the same sector is thrown down the dumps. Real estate sector is one sector where in 2008, valuations were at their peak. then come and fall and by the start of 2020 valuations were in the dumps. After the recovery of the last four years real estate stocks have reached the level where they are not as cheap as they were in 2020 nor they have reached levels where one can say a bubble has formed. So, while taking exposure to the real estate sector it would be better to stay with select stocks, where management has learnt how to deal with both good and bad times. Also they operate in a region where the average income is higher. Exposure to both office and residential real estate is extremely important to ensure debt which is bound to be there is served with trouble.

NBCC shares rose by almost 12% following a Rs 15,000 crore work order from the Srinagar Development Authority for a 406-acre satellite township project. The company also posted strong financial results with a 24.6% increase in net profit and a 43% hike in revenue for Q4 FY24, boosting market sentiment.

Ola Electric Share Price: Ola Electric's shares jumped 20% to Rs 91.20 on the NSE despite a lukewarm IPO reception. The IPO booked only 4.26 times. Significant investors remain wary due to ongoing losses and market competition. Increased scooter sales boosted revenue, but annual losses widened. Risk-takers are advised to hold for 2-3 years.

Investors in the financial markets closely monitor the portfolios of prominent individuals. In this regard, ETMarkets has analyzed the investment holdings of renowned investor Vijay Kishanlal Kedia. According to the latest data from the June '24 quarter, Kedia publicly disclosed his stakes in approximately 14 companies, totaling around Rs 1,545 crore as of August 8.These holdings include companies where his stake exceeds 1%. The data reveals that nine out of these 15 stocks have delivered double-digit returns in CY24, with three of them turning into multibaggers. It's worth noting that Kedia holds about a 9.93% stake in Affordable Robotic & Automation as of the March '24 quarter, although the company has yet to disclose its shareholding data for that quarter (Data Source: ACE Equity)

Ola Electric's shares jumped 20% to Rs 91.20 on the NSE despite a lukewarm IPO reception. The IPO booked only 4.26 times. Significant investors remain wary due to ongoing losses and market competition. Increased scooter sales boosted revenue, but annual losses widened. Risk-takers are advised to hold for 2-3 years.

The report noted that despite the challenges faced by the private equity industry, including a liquidity squeeze and declining distributions from major firms, India remains a favorable environment for capital raising and investment opportunities.

Revenues from digital film rights were projected to outpace theatrical revenues by 2028, with investments in local content driving growth. India’s 59 streaming platforms increased competition for content, making direct streaming deals a viable option for unreleased films amid changing audience habits.

Rail Vikas Nigam's shares dropped 4.5% to Rs 514 as the company posted a 35% year-on-year decline in net profit for the first quarter of the fiscal year 2024. The firm's revenue also declined by 27%, reaching Rs 4,074 crore. EBITDA fell 48% YoY, reducing profit margins.

On Friday, Suzlon Energy's market capitalization surpassed Rs 1 lakh crore following a nearly 37% surge in its stock price since the company released its June quarter results on July 22.

The Nifty has dropped nearly 4% from its peak of 25,078. Experts warn that railways, IT, metals, PSU stocks, and export-oriented sectors might be the most affected if deeper corrections occur. Contributing factors include high valuations, a potential US economic crisis, yen carry trade reversals, and geopolitical tensions.

Eicher Motors' shares gained 5% following a 20% year-on-year increase in consolidated net profit to Rs 1,101.46 crore for the June 2024 quarter. The company’s revenue grew by 10% to Rs 4,393 crore. Brokerages offered different target prices and ratings, indicating diverse predictions on the stock's potential performance going forward.

The 2024 Barclays Private Clients Hurun India Most Valuable Family Businesses list highlights the top ten Indian family-led enterprises, collectively valued at Rs 60,09,100 crore. These businesses, spanning various sectors, showcase the enduring strength and influence of family-run companies in the country. Here's the list:

Shares of Life Insurance Corporation (LIC), India’s largest insurer, surged 3% to Rs 1,159.60 on the BSE after reporting a Q1 net profit of Rs 10,544 crore for the quarter ended June 2024, a 9% increase year-on-year. Net premium income rose 16% YoY to Rs 1.14 lakh crore.

Shares of state-owned Cochin Shipyard surged 7.8% to Rs 2,490 on the BSE after reporting a 76.6% YoY increase in consolidated net profit to Rs 174.23 crore for the June 2024 quarter. Revenue from operations rose by 62% to Rs 771.47 crore, up from Rs 475.86 crore in the same period last year.

Ola Electric Share Price: Ola Electric's shares listed at Rs 76 but surged 15% to Rs 87.43 soon after. The IPO, closing on August 6, was subscribed 4.26 times, below expectations. Despite revenue growth in 2024, losses also increased to Rs 1,584.4 crore. Experts recommended only risk-takers hold the stock for 2-3 years.

Shares of Ceigall India rose 3.5% to a day's high of Rs 399.75 on the BSE, just one day after its listing. This gain followed the announcement of new orders worth Rs 1,042 crore for the Kanpur Central Bus Terminal and Bhubaneswar Metro projects.