SEBI MUTUAL FUND REFORMS
SEBI’s new measures mark a cultural reset in the mutual fund industry, promoting transparency, tighter brokerage caps, and clearer TER disclosures. Stricter oversight on commissions, performance-linked fees, and intermediary influence aims to enhance accountability, investor trust, and informed participation, making the industry more competitive and citizen-focused.
NIFTY OUTLOOK: 25509.70 FII -3263.21 cr DII 5283.91 cr
As discussed yesterday, market behaviour remained on expected lines during the day as continued bearish sentiment dragged Nifty down to our level of 25495 (day low 25491.55) following a decisive breakdown below 25547.
NIFTY OUTLOOK: 25597.65 FII: -₹1067.01 cr DII: +₹1202.90 cr
As discussed earlier, market behaviour remained on the expected lines during the day as Nifty failed to witness follow-through buying and slipped to a day’s low of 25578.4, close to our projected level of 25560.
1. FIIs’ net long stands at 15.22%
2. VIX: 12.65 (-0.16%)
3. PCR: 0.73
4. FIIs sold ₹1,067 cr in cash, ₹2,023 cr in index futures, and ₹4,671 cr in stock futures — a directional selling of ₹7,761 cr.
5. FIIs bought ₹1,202.90 cr in the cash segment.
– ASIAN ENERGY SERVICES: Secures ₹459 crore coal handling plant contract from Mahanadi Coalfields in Odisha.
– SOLARIUM GREEN ENERGY: Signs ₹140 crore solar module supply MoUs totaling 100 MW capacity with multiple renewable partners.
NIFTY OUTLOOK: 25763.35 FII: -1883.78 cr DII: 3516.36 cr
As discussed yesterday, market behaviour remained on expected lines during the day. Nifty respected its opening bullish gap of 20th October 2025 and rallied up to 25803 after surpassing 25775, closing near the same level at 25763.35.
ADANI ENTERPRISES: Incorporates new subsidiary Munger Sultanganj Road Ltd on 3rd Nov 2025 for developing the Ganga Path under Hybrid Annuity Mode. Initial capital ₹1 lakh; operations yet to commence
HSBC on Ambuja Cement
– Target Price: Rs.700
– Recommendation: Buy
– Q2 beat driven by tax writebacks; cost reduction and capacity expansion seen as positives for H2.
V2 Retail completed a Qualified Institutional Placement (QIP) worth Rs.400 cr on 3rd Nov 2025, issuing 18,74,414 equity shares at Rs.2,134 per share — around 5% below the floor price of Rs.2,245.75. Funds raised from eligible institutional investors have been credited to an escrow account.
Business Standard
– CtrlS Datacenters, NTPC Green ink pact for over 2 GW renewable power projects
– Vanguard opens Global Value Center in Hyderabad, boosting tech innovation
– BYD’s $100 bn EV success turns into a $10 bn cash outflow problem
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