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The Samurai’s Bet: MUFG’s Massive Entry into Indian Finance
By Teja Sai Reddy Introduction A Tokyo Titan (MUFG) Bets Big on India with the ₹39,600 Crore MUFG-Shriram Finance Deal. The year 2025 is proving to be a landmark year in terms of direct foreign investments in the Indian economic system, but it is being overshadowed by this single acquisition. In a contract that voids all prior records in acquisitions, Japan's biggest banking giant, Mitsubishi UFJ Financial Group, is itself investing a staggering ₹39,600 crore to acquire a 20%

IBS Times
Jan 194 min read


Michael Burry's Big Short Strategy
By Nithish Raj SR Introduction Most people know Michael Burry because of The Big Short and his famous bet against the housing market before the 2008 financial crisis. But reducing his entire career to that one trade misses how methodical and disciplined he really is as an investor. He built his track record by digging into neglected data, doing painstaking fundamental research, and having the confidence to stand apart from consensus views. This piece goes beyond the headline

IBS Times
Jan 125 min read


From Volatility to Victory: Unpacking India’s Year of Transformation
By Abhishek Reddy The upward trend of Indian equity markets began to show signs of weakening in 2025. Initially, analysts saw great challenges for investors as experienced foreign investors left the markets, while the rupee declined and concerns over global trade tensions developed. Additionally, the growth in earnings from companies did not grow at the same rate across sectors. But when investors began to consider the changes made by 2025, it started becoming clear that this

IBS Times
Jan 55 min read


Code, Capital, and Compliance: The Future of Indian Brokerage
By Varun Kumar E The Stock Brokers Regulations 2025, as established by the Securities and Exchange Board of India (SEBI), represent a new direction for Indian capital market regulation that modernizes and establishes a more comprehensive system for the regulation of stockbrokers in India. The Stock Broker Reform was needed due to the rapid growth and evolution of E-Trading, algorithmic trading, and participation of retail investors. In addition, by establishing a new set of r

IBS Times
Dec 29, 20254 min read


Valuations and thin liquidity cloud Small-Cap prospects
By Lekhan Small-Cap Stocks face prolonged headwinds due to the valuation challenge. The Indian small cap stock segment has hit a rough patch in 2025, and according to market observers, the troubles are far from over. After two stellar years that saw these stocks surge nearly 93%, the segment now confronts a stark reality, prices rose much faster than underlying business performance, and the bill for that mismatch has come due.For investors who supported the small cap wave thr

IBS Times
Dec 22, 20254 min read


Swiggy’s Mega QIP Draws Strong Subscription and Solid Pricing.
By D Pavan Swiggy Launches ₹10,000 Crore QIP to Strengthen Balance Sheet and Accelerate Growth Across Key Verticals. In a major move signalling its next phase of expansion, Swiggy has initiated a massive ₹10,000 crore Qualified Institutional Placement (QIP)—one of the largest equity raises in India’s consumer internet market this year. This fundraiser demonstrates the company’s commitment to strengthening its financial position and accelerating growth across its food delivery

IBS Times
Dec 20, 20255 min read


AI STORM HITS DALAL STREET: FRACTAL ANALYTICS WINS SEBI APPROVAL
By N.Niharika Introduction India is set to witness its first-ever IPO from an AI-focused company, as SEBI has officially approved Fractal Analytics’ draft papers. This green light allows the Mumbai-based AI powerhouse to move one step closer to listing on the stock market. Fractal plans to raise around ₹49,000 crore (about $563 million) a major milestone for India’s rapidly growing AI and data-tech ecosystem. Fractal’s IPO will include both a fresh issue and a large sale by

IBS Times
Dec 9, 20255 min read


How Domestic Strength Met Global Approval
By Shyam Sundar B Introduction: the ‘VIP Pass’ to the Global Economy Think of the world’s most elite international club: the wealthiest investors around the world who can buy anything, go anywhere, and do anything, if they so choose. Until November of 2025, India had to wait at the door. Until then, the other members, significant Foreign Portfolio Investors (FPIs), had given only positive responses to India’s entry. That situation has changed, and the Indian financial market

IBS Times
Nov 21, 20254 min read


A Month of Caution: Understanding the FPI Pullback in November
By Mehul Introduction After a brief phase of stability in October, foreign portfolio investors (FPIs) once again turned cautious toward Indian equities in November 2025, withdrawing nearly ₹12,569 crore from the market. This renewed selling marks a continuation of the trend visible throughout much of the year, in which global investors shifted their focus toward economies perceived as at the forefront of the technology and artificial-intelligence boom. As capital increasingl

IBS Times
Nov 17, 20255 min read


Geopolitics at Sea, Shockwaves on Shore: The Market Fallout from the Hanwha-China Clash
By Raveena S From Dockyards to Dow Jones: The Shockwave Begins The tremble that shook global equities did not start in New York or London – it started in Asia’s shipyards. In mid-October 2025, China punished five companies connected to a South Korean shipbuilder, Hanwha Ocean, because it believed they were helping the U.S. investigate China’s shipbuilding industry. Washington quickly retaliated with port-fee restrictions on Chinese-flagged vessels. What seemed like a niche ma

IBS Times
Nov 14, 20255 min read


SMART WEALTH STARTS HERE: THE POWER OF CORPORATE BONDS
By Abhishek Reddy The Perennial Illusion of the Single-Asset Bet The loud and clear rallying cry that has reverberated through the investment universe for years now is unequivocal: equity is king. Inasmuch as long-term, value-increasing-after-inflation returns are concerned, no case can be made against the equity market. Yet, with this singular focus on equities often comes a very fundamental oversight in the way risk is managed. This is something the last year has reminded u

IBS Times
Nov 11, 20255 min read


THE LAST TICK IN KOLKATA’S CLOCK OF CAPITAL
By Barnima Paul Introduction The Calcutta Stock Exchange (CSE), one of India's oldest stock exchanges, had its final session on October 20, 2025, marking the end of a 117-year-old institution. The shutdown signalled a fundamental shift in India's financial markets, as regional exchanges gave way to centralized, technology-driven national platforms such as the National Stock Exchange (NSE) and the Bombay Stock Exchange. The event signalled a fundamental shift in India's invest

IBS Times
Nov 3, 20256 min read


India's IPO Rush & Market Sentiment
By Vijay Venkatesh B In October 2025, India's capital markets are witnessing an unparalleled upsurge in IPOs, establishing the nation as a global leader in equity fundraising. This phenomenon reflects fundamental changes in investor behavior, regulatory frameworks, and the maturation of India's financial ecosystem, and it goes beyond simply market enthusiasm. As domestic and foreign capital converges on Indian equity markets, understanding the dynamics driving this IPO boom b

IBS Times
Oct 31, 20255 min read


INDIA’S MARKET TITANS SPARK A NEW IPO RUSH
By N.Niharika Against a backdrop of global uncertainty, India's IPO market is not just resilient—it's roaring. October 2025 is poised to be a landmark month, with a record-breaking $5 billion in deals underscoring a new era of robust domestic investment. The record-breaking IPO month of October 2025 isn't merely about big numbers; it reveals a silent but significant shift in India's capital markets, which includes fixing their finances and early investors starting to sell the

IBS Times
Oct 24, 20256 min read


Crisis, Calm, and Capital: Investing During Shutdowns
By E Varun Kumar The Market’s Magic Trick What a wild week on Wall Street! It’s like the market’s throwing a magic trick—“look over here!”—while chaos quietly brews backstage. This isn’t just about stocks; it’s about confidence, or the lack thereof, in the fundamental stability of governance and policy. The Political Gridlock: A Historic Headache We’ve officially entered new territory with one of the longest government shutdowns in history. Normally this would rattle investor

IBS Times
Oct 17, 20255 min read


From Crash to Comeback: Small Caps Shine After H1CY25
By Lekhan Small-cap Stocks Shine Bright After the Mid-Year Slump The Indian small-cap stock segment in 2025 has been a vivid reminder of...

IBS Times
Sep 23, 20253 min read


Mark Spitznagel: Master of Crash-Proof Investing
By Nithish Raj S R Mark Spitznagel, a prominent American investor and the founder of Universa Investments, has transformed the way...

IBS Times
Sep 19, 20254 min read


From Grey to Clear: SEBI’s Push for Regulated Pre-IPO Markets
Ria Siby In recent years, India’s primary market has witnessed an extraordinary boom in Initial Public Offerings (IPOs). Start-ups,...

IBS Times
Sep 13, 20254 min read


India's Market Reaction to GST
Teja Sai Reddy Introduction On September 4, 2025, the Indian government announced sweeping reforms in Goods and Services Tax, launching a...

IBS Times
Sep 8, 20255 min read


IEX: From Monopoly to Market Coupling
By Shyam Sundar B OVERVIEW The Indian Energy Exchange (IEX) has emerged as the country's leading platform for short-term electricity...

IBS Times
Aug 29, 20256 min read


No Easy Upgrade: BSE Tightens SME Entry Rules
By Tejaswini In a bid to enhance transparency, protect investors, and promote better-quality listings overall, the Bombay Stock Exchange...

IBS Times
Aug 22, 20255 min read


Trading tricks or Index rigging? SEBI’s case against Jane Street
Raveena S OVERVIEW New York-based trading powerhouse Jane Street has found itself at the center of controversy in recent times after...

IBS Times
Aug 18, 20255 min read


Foreign Portfolio Investment in India: Trends, Risks, and Policy Impact
By Sohum Shetty Introduction: The Growing Role of FPIs Foreign Portfolio Investment (FPI) refers to foreign investors—such as...

IBS Times
Jul 18, 20255 min read


Valuation Bubble in New-Age Tech IPOs - Lessons from the Indian Market
- By Shefali Sahu In recent times, India has witnessed a highly dramatic surge in new tech IPOs. Following the first great wave in...

IBS Times
Jul 7, 20255 min read


When Markets Panic: A Data-Driven Approach to VIX Trading
By Sivakumar Chandrasekaran Introduction: The VIX's Shocking Power – From Calm to Chaos in Days The financial world watched in disbelief...

IBS Times
Jun 30, 20255 min read


Goldman Sachs Reshapes APAC Investment Banking to Regain Market Edge
By Hema Sri Harsha Goldman Sachs is making a strong move across Asia. The global banking giant has revamped its investment bank division...

IBS Times
Jun 23, 20255 min read


India Powers Up: NSE’s Electricity Futures to Spark Capital Market Growth
By A Nitheesha In a landmark reform that will redefine India's energy and financial sectors, the National Stock Exchange (NSE) has been...

IBS Times
Jun 13, 20254 min read


From Control to Capital: Unpacking India’s Massive Promoter Sell Wave
By Anubha They’re not tiptoeing. Promoters of Indian companies shedding ownership once more. ₹71,000 crore worth of shares have gone from...

IBS Times
Jun 9, 20254 min read


The Banking Industry of India: Embracing regulatory changes to attract Global Capital
By Siddharth Bhadoriya INTRODUCTION India's economy is currently experiencing a period of robust growth, a trajectory that necessitates...

IBS Times
Jun 6, 20255 min read


GROWW’S $8 BILLION IPO: REGULATORY RISKS AND MARKET REWARDS
By Koninika India's fintech boom is reaching a pivotal moment, with Groww, one of India's fastest-growing online investment platforms,...

IBS Times
Jun 2, 20255 min read


Trump Mirrors Nixon: A 100-Day Déjà Vu
By Nikitha Thota America faces its worst 100-day market performance since the Nixon era. The first 100 days of President Donald Trump’s...

IBS Times
May 26, 20255 min read


Market Under Fire: The Sensex During Indo-Pak Showdowns
By Giri Durga Prasad A Critical Analysis of the Performance of the Stock Market During India-Pakistan War A stock market is generally...

IBS Times
May 23, 20255 min read


Indian Markets: Sailing Through 2025's Correction Confidently
By Ananya Sinha In the ever-changing universe of finance, stock market corrections are a natural but disturbing phenomenon that puts...

IBS Times
May 5, 20255 min read


Gensol Engineering and BluSmart: A Breach of Trust That Shook India's Capital Markets
- By Sreelahari Reddy A Green Dream Turns Sour In an era where India’s capital markets are increasingly aligning with sustainability...

IBS Times
Apr 28, 20254 min read


The 90% Warning: Will India’s Markets Withstand a U.S. Recession?
By Rakesh Kolipaka In the hushed halls of Apollo Global Management, the firm's Chief Economist Torsten Sløk shook the financial world...

IBS Times
Apr 25, 20254 min read


THE GREAT EV COVER-UP: GENSOL’S CRISIS EXPOSED
By C K Neeha Reddy Introduction Gensol Engineering Ltd., a leading force in India's electric mobility and renewable energy sector, has...

IBS Times
Apr 21, 20255 min read


From Penny to Powerhouse: TRIL’s ₹1.5 Crore Journey
-By Nikitha Thota Transformers and Rectifiers (India) Ltd (TRIL), one of the leading players in the capital goods industry,...

IBS Times
Apr 18, 20253 min read


Tariff Twist Sparks Rally, But Risks Remain
Sreelahari Reddy B Global capital markets were set ablaze this week as U.S. President Donald Trump made an abrupt policy pivot,...

IBS Times
Apr 14, 20254 min read


INTEROPERABILITY IN THE INDIAN CAPITAL MARKET
By Giri Durga Prasad Introduction Interoperability in capital markets was first introduced in June 2018 by the Securities and Exchange...

IBS Times
Apr 11, 20255 min read


Market Stability vs. Overregulation: SEBI’s Take on F&O Rules
By - Hema Sri Harsha The Futures and Options (F&O) market is an important part of financial markets, through which investors can hedge...

IBS Times
Apr 7, 20255 min read


REVOLUTIONARY SURGE OF UNLISTED GIANTS
By Dipika Miglani INTRODUCTION In the dynamic Indian corporate environment, listed and unlisted companies are fighting rigorously for...

IBS Times
Mar 28, 20255 min read


Manappuram Finance Jumps 10% on ₹4,400 Cr Bain Deal
By A Nitheesha In a major development in India's financial landscape, Bain Capital, one of the world's top private investment houses, has...

IBS Times
Mar 24, 20254 min read


The Role of Capital-Market in India's Economic Resilience and Job Growth
By Koninika In the past few decades, India's capital markets have become one of the cornerstones of the nation's economic ...

IBS Times
Mar 21, 20255 min read


Indian Markets on Edge: Global Difficulties Outweigh Eased Inflation
- By Anubha The Indian share market ended the short week on a sour note on March 13, with bad sentiment dominating the market...

IBS Times
Mar 17, 20254 min read


Nestlé India Under SEBI’s Lens: Insider Trading Sparks Alarm
By - Ananya Sinha Nestlé India's recent SEBI notice for insider trading rule breaches reinforces the extreme importance of corporate...

IBS Times
Mar 14, 20253 min read


INDIA’S SAVINGS CRISIS: WHY HOUSEHOLD FINANCES ARE UNDER PRESSURE
By-Siddharth Bhadoriya INTRODUCTION A recent report by Blume research (The research arm of Blume Ventures – an early-stage venture...

IBS Times
Mar 10, 20253 min read


Navigating Market Volatility: India’s Response to Global Unrest
- By Shefali Sahu Any global geopolitical development creates an impact on capital markets across the globe, and India is no different....

IBS Times
Mar 7, 20254 min read


SPAC BOOM AND BUST EFFECT ON IPO MARKET
- By Vaishnavi Ajit Burangey WHAT IS SPAC? A Special purpose Acquisition company (SPAC) is a specialized financial vehicle that operates...

IBS Times
Mar 3, 20255 min read


Stock Secrets: Arbitrage Magic
-By Sivakumar Chandrasekaran Introduction: Unleashing Arbitrage Power Convertible arbitrage is a sophisticated investment strategy...

IBS Times
Feb 28, 20253 min read


From boom to bust: IPO subscriptions dive in tough markets
By Rakesh Kolipaka Decrease in IPO Subscriptions The country's IPO market has witnessed a slowdown in subscription over the past two...

IBS Times
Feb 24, 20254 min read
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