Samir Arora highlights that foreign institutional investors rarely profit from Indian IPOs due to allocation limits, currency conversion losses, funding costs, and volatile rupee, despite massive oversubscriptions.

Chris Wood cautioned that the US stock markets AI-driven rally may be nearing its peak, comparing current exuberance to the Nasdaq boom of 2000. With margin debt up 33% year-on-year and valuations at record highs, GREED & fear has decided to remove Nvidia from its global equity portfolio after a 595% gain, replacing it with Greeces Gek Terna.

In FY26 so far, several microcap and small-cap stocks have delivered exceptional gains, with Banco Products, Gabriel India, and Lumax Auto Technologies leading the rally. A total of ten stocks have surged between 92% and 133%, highlighting strong momentum and robust performance in select sectors despite broader market conditions.

SEC allows IPOs during government shutdown by permitting automatic effectiveness of registration statements. Companies can set pricing 20 days prior, easing market restrictions and supporting Wall Street listings despite political gridlock.

The steep rally in Wall Street stocks is sparking worries among investors of a bubble forming, which could lead to a significant correction.

DSM Fresh Foods, Zappfreshs parent, debuted on BSE SME at Rs 120, a 20% premium over IPO. Strong subscription from NIIs and QIBs highlights robust investor interest in Indias meat delivery sector.

HSBC has committed $1 billion to fund Indian startups through its innovation banking platform, offering working capital and term loans. This expansion, following the UK Silicon Valley Bank acquisition, marks India as the 13th market with a dedicated startup program.

Tejas Networks shares: Tejas Networks unveiled its indigenously developed 64T64R Massive MIMO Radio, Ojas64, at the India Mobile Congress 2025 in New Delhi on October 8. The next-generation 5G radio offers 320W output power, multi-gigabit speeds, and enhanced spectral efficiency, while also lowering carbon emissions marking a major milestone in the companys 5G infrastructure capabilities.

High Return on Capital Employed (ROCE) reflects strong capital efficiency and robust profits. Based on StocksEdges Profitable Scan data, six large-cap companies achieved over 50% ROCE in FY25, including InterGlobe Aviation, Nestle India and TCS.

Godrej Consumer shares: The company projected mid-single-digit consolidated revenue growth for Q2 FY26, supported by GST rate cuts and steady performance across markets. Nearly one-third of its portfolioincluding soaps, shampoos, talcum powders, and shaving creamsnow faces a reduced GST rate of 5%, down from 18%.

Munish Forge's Rs 73.92 crore IPO closed subscribed 3.53 times, with strong participation from QIBs and non-institutional investors. Despite healthy demand, the stock shows no grey market premium, suggesting a flat listing. The company, a key supplier to defence and auto sectors, reported significant profit growth in FY25.