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When the Clock Runs Out: Inside SP Group's Race to Refinance ₹14,300 Crore Before April 30
By Vijay Venkatesh B Introduction There is something quietly talking about the way India's Shapoorji Pallonji Group has had to handle its debt situation over the past three years. Each refinancing round has been described as the last one, a clean break from high-cost borrowing, a reset. And yet, here we are again days before an April 30 deadline, with the group seeking bondholder approval to push back the maturity on ₹14,300 crore worth of notes issued through its subsidiary,

IBS Times
2 days ago6 min read


Quantum Fund: Where Jim Rogers’ Strategy Came to Life
By Nithish Raj SR Summary Jim Rogers one of the well-recognized investment minds globally, particularly when it comes to commodities, economic cycles, and spotting long-term opportunities. He first made his mark as co-founder of the Quantum Fund alongside George Soros, earning a reputation for entering markets long before they caught mainstream attention.His approach has nothing to do with rapid-fire trading or chasing momentum. Rogers operates on a macro-driven, contrarian

IBS Times
7 days ago5 min read


How Artificial Intelligence Is Reshaping Market Liquidity Through Algorithmic Trading
By Lekhan Introduction Human judgment, experience, and response to information have formed the historical basis of the stock market; however, a rapid transformation is occurring as artificial intelligence becomes entrenched in trading systems, moving from a trader's gut instinct and personal analysis of performance to a situation defined by information, speed, and adaptive algorithms. One of the most obvious changes taking place is market liquidity, or the ease with which an

IBS Times
Apr 115 min read


Enhancing Market Transparency: SEBI’s Initiative to Establish a Performance Validation Agency
By Varun INTRODUCTION Investors today depend heavily on intermediaries such as brokers, portfolio managers, research analysts and investment advisers for guidance in the financial markets. Intermediaries typically market themselves by citing their past performance record which ultimately influences the decision-making process of investors. However, there has been a long-standing concern about the validity or accuracy of these intermediary performance claims.

IBS Times
Apr 65 min read


SEBI’s Settlement Reforms: Enhancing Accessibility for Foreign Investors in India’s Capital Markets
By Toyesh Ramprasad Introduction India’s capital markets have shown tremendous growth in the past ten years, and they are gaining more and more recognition from global investors. However, there have been certain complexities that have often proved to be a hindrance for foreign investors to invest in India’s equity markets. Keeping this in mind, the Securities and Exchange Board of India (SEBI) has taken certain steps to ease the settlement trade for foreign investors. SEBI

IBS Times
Apr 34 min read


From Bullish to Cautious: Morgan Stanley Changes India’s Market Outlook
By N.Niharika Introduction India’s stock market has long been seen as a strong performer among emerging economies. However, recent developments suggest that even strong markets are not immune to global pressures. A downgrade by Morgan Stanley and the rapid exit of foreign investors have brought new concerns to the surface, highlighting the sensitive link between global sentiment and domestic markets. Source: Mint markets The Trigger: A Shift in Global View Morgan Stanley revi

IBS Times
Mar 304 min read


Blockchain Meets Wall Street: The NYSE–Securitize Initiative
By Abhishek Reddy The financial system provided by the world is changing, and blockchain technology is advancing quickly, creating the demand for faster and more efficient markets. The NYSE, a subsidiary of the Intercontinental Exchange (ICE), has entered into a partnership with Securitize to create a token-based platform for digital securities. This is the first step to changing the way we develop, trade and settle capital markets. What Does Tokenization Mean in Capital Ma

IBS Times
Mar 274 min read


Market Correction or Opportunity? How Global Fears and Foreign Selloff Are Reshaping India’s Nifty 50
By Mehul Gupta Imagine waking up one morning, checking your investment app, and watching your ₹5 lakh portfolio quietly shrink to ₹4.3 lakh not because you made a wrong decision, but because something happened thousands of miles away in the Middle East. That's the reality thousands of Indian investors faced in the first two weeks of March 2026. The Nifty 50 fell from 22,200 in late February to nearly 20,400 an 8.1% drop in just 14 days. It was the worst two-week slide since t

IBS Times
Mar 234 min read


Value Investing in a High-Valuation Era: The Buffett Playbook
By Vijay Venkatesh B Warren Buffett bought his first stock on March 11, 1942. The Dow Jones Industrial Average was trading below 100 points. Today, it hovers around 43,000. Over eight decades, Buffett has watched markets swing from depression-era lows to post-pandemic highs, from dot-com euphoria to the 2008 financial crisis and back again. Yet his core philosophy has never flinched: find businesses with durable advantages, buy them at sensible prices, and hold them for a ver

IBS Times
Mar 205 min read


Cybersecurity Compliance Under Scrutiny: SEBI Fines Anand Rathi ₹10 Lakh
By G. Lekhan Introduction Anand Rathi penalised ₹10 Lakh due to cybersecurity infringements by SEBI: An Advocate for All Market Intermediaries Indoors. Indian Capital Markets have undergone major transformations in common terms during the last ten (10) years arising from advancement in technology affecting trading, settlement & investment services; therefore more than 10 Million investors who rely on the digital platform provided by stockbrokers/depositories/exchanges have

IBS Times
Mar 175 min read


FOREIGN INVESTORS STORM BACK TO DALAL STREET WITH MASSIVE FEBRUARY INFLOW
By N.Niharika Introduction: A Strong Comeback of Global Investors After months of uncertainty and heavy selling, foreign investors are once again showing confidence in the Indian stock market. In February 2026, global investors made a strong comeback by investing a large amount of money into Indian equities. This sudden surge in investment has caught the attention of market experts and signals renewed faith in India's economic growth story. Foreign Portfolio In

IBS Times
Mar 134 min read


Why the Stock Market Crashed On 4th March And Why Investors Shouldn't Panic
By Teja Sai Reddy Have you ever watched a perfectly built house of cards wobble when someone opens a window? That is exactly what happened to the Indian stock market today. On Wednesday, March 4 2026, the stock market had a bad day. The Sensex, which tracks 30 of the companies in India fell by a huge 1,500 points, which is almost 2%. The Nifty 50 index also had a drop of nearly 500 points. This drop made the 50slip below the 24,400 mark which is a big deal. But it was not j

IBS Times
Mar 94 min read


₹11 LAKH CRORE WIPED OUT: HOW THE US–ISRAEL–IRAN CONFLICT SHOOK INDIAN MARKETS
By Ayan Kr Gogoi Investor wealth equivalent to approximately ₹11 trillion has been wiped out from the Indian stock market in just a matter of days as rising tensions between the US, Israel and Iran have created havoc on global financial markets and prompted a sudden flight to safety across all asset classes. Combined with a fast-paced, geopolitical crisis in West Asia, investors on Dalal Street experienced a sudden influx of panic selling, displaying further evidence of the i

IBS Times
Mar 64 min read


Decoding Market Volatility Through Ray Dalio’s Timeless Investment Principles
By Shyam Sundar B Introduction American millionaire Raymond Thomas Dalio was born on August 8, 1949, and founded Bridgewater Associates, one of the biggest hedge funds globally. Dalio is the author of the 2017 book Principles: Life & Work, which discusses investment philosophy, corporate management, and the reasons for the success and failure of nations in the Changing World Order. He is ranked 128th on the Bloomberg Billionaire Index with a net worth of $20 billion as of F

IBS Times
Mar 25 min read


Smart Money Recalibrates: Hedge Funds Trim AI Mega-Caps in 2026
By Vijay Venkatesh B When Smart Money Retreats: Hedge Funds Trim AI Heavyweights in 2026 Major investment firms, including Tiger Global and Adage Capital, have quietly begun cutting their positions in AI-focused mega-cap stocks. This is not a stampede out the door but the direction of travel carries a message every investor needs to understand. Something is changing quietly at the top of institutional finance. The hedge funds that rode the artificial intelligence wave to e

IBS Times
Feb 275 min read


Reflexivity in Action: Understanding George Soros’s Trading Strategy
By Nithish Raj SR Who Is George Soros? When people talk about figures who genuinely reshaped modern finance, George Soros sits near the top of that list and near the top of the controversy rankings too. He made his name as a global macro investor and hedge fund manager, placing audacious bets on currencies, stock markets, and economic shifts around the world. Those bets turned him into a billionaire and gave him one of finance's most memorable nicknames: "the man who broke

IBS Times
Feb 236 min read


White-Collar Automation: A New Risk for Equity Markets
By S. Raveena Introduction Global stock markets are feeling shaky, but not for the usual reasons. It’s not mainly about rising interest rates, high inflation, or political tensions this time. The concern now is artificial intelligence and what it could mean for people working in office jobs. Think about companies in IT, consulting, law, or finance. They earn money because of the knowledge and skills of their employees. Their people are their product. But if AI tools can do

IBS Times
Feb 205 min read


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
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