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The Latest Breaking News from Paresh Bhagat

AI Powerplay! Proxy power stocks give up to 100% returns in India's hottest trade this year

India's power and electrical equipment stocks have emerged as key AI proxy plays, with names like Hitachi Energy, Kirloskar Oil Engines and GE Vernova T&D delivering stellar returns. Analysts believe rising data centre investments will fuel long-term demand, but caution that valuations and stock selection will be critical from here.

The Economic Times

A $2.5 billion FII buying has domestic investors asking: Is foreign money shifting to India?

Foreign investors bought Indian equities in July after significant selling periods. This return follows easing geopolitical concerns and improved global risk sentiment. India's growth story and diversified opportunities attract foreign capital for the long term. Analysts remain cautious, awaiting sustained inflows to confirm a trend. Crude oil prices and US…

The Economic Times

SBI MF IPO vs ICICI AMC: Which is the better bet for investors ahead of Rs 11,600 crore issue?

SBI Funds Management's IPO offers investors a chance to evaluate its market leadership. The company's valuation appears reasonable when compared to its listed peers. SBI MF leads in scale and cost efficiency, while others excel in revenue generation. The mutual fund industry is experiencing structural growth, benefiting from increased savings.…

The Economic Times

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India's favourite safe haven? Why gold hype is facing a reality check in 2026

Gold's appeal as a safe haven has slowed after a strong rally this year. Profit-booking and easing geopolitical tensions have led to a market reassessment. The US Federal Reserve's interest rate stance remains a significant factor for gold prices. Investors are currently prioritizing growth assets like equities over protection trades.

The Economic Times

Rs 1.5 lakh crore behind 2025! Can Jio, NSE and other mega IPOs put 2026 on course for another record year?

India's primary market faces a significant fundraising gap to match last year's record. However, upcoming mega IPOs from Reliance Jio (Rs 35,000 crore) and NSE (Rs 25,000 crore), alongside SBI Mutual Fund (Rs 10,000 crore), could inject much-needed demand. Experts believe these established names can revive investor sentiment, but a…

The Economic Times

Jio IPO explained: What a fresh issue and no OFS in India's biggest public offer means for investors

Reliance Industries' move to structure the proposed Jio Platforms IPO as a fresh issue of up to 27 crore shares, rather than a largely offer-for-sale (OFS), could make the issue more attractive to investors. Unlike many recent mega IPOs that mainly allowed existing shareholders to cash out, a fresh issue…

The Economic Times

NSE vs BSE: Should investors buy BSE shares now or wait for one of the biggest IPOs in India?

NSE's DRHP filing brings its IPO closer, but analysts suggest BSE's stock has already priced in this event. While the listing offers a direct comparison, BSE's future upside is expected to be driven by its own business performance and earnings growth, not solely by the NSE IPO trigger.

The Economic Times

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BSE shares in focus as rival NSE files DRHP with Sebi for mega IPO

BSE shares are under scrutiny as rival NSE files for India's largest IPO. While some see this as a natural reaction, experts believe it offers a direct valuation benchmark. The NSE's IPO, an offer-for-sale by several public sector entities, is expected to list on BSE itself. Investors anticipate a return…

The Economic Times

Will India's AI multibaggers face a reality check as global bubble fears test valuations?

India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance computing have seen major gains. Experts question if earnings can justify current valuations. Investors are now focusing on the sustainability of these high stock prices. The AI opportunity remains…

The Economic Times

NSE pre-IPO window to close soon with filing weeks away. Can buying unlisted shares now make you good money?

PSU banks achieved historic profit and NPA lows in FY26, yet analysts favor leading private banks for FY27. This shift is driven by superior earnings compounding potential and a more attractive risk-reward profile amid intensifying deposit pressures and global uncertainty. While PSU banks' structural tailwinds have largely played out, private…

The Economic Times

The great 2026 stall: IPO fundraising falls to two-year low with fears that second half could be sluggish

Indian IPO fundraising has fallen to a two-year low in early 2026. Market volatility and global tensions are making companies delay their listing plans. Investors are now prioritizing profitability and realistic pricing. While a healthy pipeline exists, the second half of the year is expected to remain subdued. Large IPOs…

The Economic Times

Can Reliance Jio's fresh-issue play restore faith in India's billion-dollar IPOs?

Reliance Jio may change its IPO plan. Instead of existing investors selling shares, it could be a fresh issue. This means money goes directly into Jio Platforms for debt reduction and expansion. This move could restore investor faith in large Indian IPOs. It might set a new standard for future…

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