Promoters of Indian companies are investing heavily in their own stocks. This comes after a period of significant selling. At least 18 companies saw promoter purchases in the March quarter. Godrej Properties and Adani Enterprises led these investments. This move signals confidence amid falling valuations. It represents a notable shift from prior years of broad-based monetization.

Motilal Oswal highlights a structural shift in India’s markets, with domestic institutional investors (DIIs) increasing their dominance as foreign investors reduce exposure. DII ownership in the Nifty 50 has hit a record high, while FII holdings have fallen to multi-year lows.

Some Indian penny stocks have delivered exceptional returns. At least 18 companies, once trading below Rs 20, have grown to market capitalizations between Rs 3,000 crore and Rs 12,000 crore. This transformation occurred over the last five years. Sectoral tailwinds and improved business fundamentals fueled this growth.

The BSE Sensex has seen a significant drop this year. Experts recommend investors continue their Systematic Investment Plans. This strategy allows for acquiring more mutual fund units at lower prices. For those with extra funds, staggered lump sum investments are also suggested. Market corrections are viewed as normal and beneficial for long-term wealth creation.

NSE’s Electronic Gold Receipts (EGRs) offer investors a regulated and fully digital way to own and trade physical gold without storage or purity concerns. Backed by SEBI-regulated vaults, EGRs aim to make gold investing more transparent, accessible and standardised while integrating the yellow metal more closely with India’s capital markets.

A 30-year-old investor aiming for Rs 7 crore in 15 years faces a shortfall despite a Rs 10,000 monthly SIP with a 27% annual step-up. Expert Vishal Dhawan suggests consolidating mid-cap and small-cap funds to reduce overlap, retaining Parag Parikh Flexi Cap Fund as core. Increasing contributions is key to bridging the Rs 2.2-2.5 crore gap.

Foreign investors have sold Indian stocks on most trading days recently. This trend is linked to rising oil prices, a weaker rupee, and higher US bond yields. Global capital is also moving towards artificial intelligence themes. Despite this, domestic investors are absorbing much of the selling, supporting the broader market.

JM Financial views the West Bengal election outcome as a potential boost for power sector governance, driven by expectations of reform under a BJP-led government. While this could create headwinds for CESC, it may benefit Coal India and other central utilities

Jefferies has raised target prices on Adani Power, Adani Ports and Adani Enterprises, maintaining ‘Buy’ ratings on strong operational performance, capacity expansions and improving realisations. Adani Ports saw EBITDA beat estimates, supported by higher domestic port realisations and upcoming capacity additions. The brokerage expects steady volume growth and strong EBITDA momentum across the Adani group.

Devina Mehra of First Global believes Indian equity markets are in a bottoming zone, advising investors to stay invested. She anticipates 2026 will be a better year than 2025, with sector rotation continuing. While acknowledging earnings disruptions, she remains constructive, seeing power as a key growth area and the IT sector as evolving, not dead.