Sumana Sarkar

The Business Of Communication

[Sumana Sarkar @sumanasarkar]

Quite a detailed breakdown of what RBI's latest proposal for NBFCs mean
https://t.co/rohjE7WGpN

[Deepak Shenoy @deepakshenoy]

There's a rule by the RBI. If you have 50% of your assets are "financial assets" (including mutual funds, shares etc but FDs are ok) and "financial" income is more than 50% (dividends, capital gains, interest etc but not FD interest)

Then you were supposed to register with the RBI as an NBFC.

This creates a problem for a "friends and family" fund structure created as a company. You can pool in money together, and use that to invest - in startups, in public markets, in bonds, whatever. But since most of the income and assets are financial, you need registration with RBI as an NBFC!

What RBI has done today is to remove that requirement if you're less than 1000 cr. in assets, and don't have any customer interface or take money from the public. Great to create new funds that are primarily pooled family or friend vehicles in India.

This will eventually create competition of us, as a mutual fund, but I would say this: let a 1000 fund managers bloom.

India doesn't have as many privately held funds as we should. Our family offices usually invest in each family member's name, separately, because a collective investment would trigger NBFC clauses. A few people that come together to invest shouldn't have to do something as gargantuan as an RBI registration.

Very progressive. Early stages yet. But it will benefit the investment attitude in the country.

[Sumana Sarkar @sumanasarkar]

Will the PhysicsWallah IPO deliver a surprise or bite the dust? A host of market experts we spoke to are worried about the valuations and seeking clarity on the path to profitability post listing.
The offline model can be a big drag- wondering why?
https://t.co/JUpMgLtmQi

[Siddharth Singh @siddharth3]

The World Energy Outlook 2025 by @IEA was released tdoay. It charts out global trajectories of energy demand, supply, emissions and more.

What does it mean for India? 🇮🇳 Thread:

1. India is the single largest source of energy demand growth in the world between 2025-2050.

[Sumana Sarkar @sumanasarkar]

Make sure you join in

[Financial Express @FinancialXpress]

#HappeningToday | Lenskart and the IPO Frenzy: Is the Bubble Set to Burst?

Join @DevinaMehra(First Global) in conversation with
@rahulgoel477 (Financial Express) for the ultimate Reality Check.

Set a reminder here: https://t.co/kNmStON7GW

[Sumana Sarkar @sumanasarkar]

Save the Date!

[Financial Express @FinancialXpress]

Lenskart and the IPO Frenzy: Is the Bubble Set to Burst?

Join @DevinaMehra (First Global) in conversation with @rahulgoel477 (https://t.co/aYuphCVk51) for the ultimate Reality Check.

https://t.co/7aKJ47e81d

[Sumana Sarkar @sumanasarkar]

FII selling in 2025 so far exceeds the total outflows in 2025.
@NileshShah68 lists out the top 4 factors that is leading to the FII exodus in India

[FEMarkets @FEMarkets]

FII selling in 2025 so far surges past 2024 levels — Nilesh Shah reveals what’s driving the big exodus

@FinancialXpress @sumanasarkar @NileshShah68 #FIIs #fiidata #FPI #BusinessNews #stockmarketnews
https://t.co/1k8jUfk5UE

[Sumana Sarkar @sumanasarkar]

The unlisted share market is in the spotlight given the IPO frenzy- But are you wondering how to play the space and keen to know what the rules of the game are?
Here is your ready handbook: https://t.co/NW3TyI0WBT

[Sunil Singhania @SunilBSinghania]

3 Indian investors other than Jhunjhunwala every Warren Buffett fan must follow https://t.co/EcYwA6qzo9 via @FinancialXpress

@AbakkusInvest

[Sumana Sarkar @sumanasarkar]

Are FIIs set to change course now?

[Financial Express @FinancialXpress]

Tariff tension triggers Rs 60,000 crore FII selling in 40 days: Tech and banking in the spotlight—what’s next? https://t.co/BpHQhmILqR

[Financial Express @FinancialXpress]

It has come to our attention that an image circulating on social media falsely attributes a story to Financial Express.

The post in question includes an image designed to look like a Financial Express article, claiming that “DMI Finance faces ED probe, FIRs; Questions raised on recent funding.” This image is entirely fabricated. No such article has been published by us on our website or any of our official platforms.

The branding and layout have been misused to give the impression that this is a legitimate report.

We urge our readers and the public to verify information through Financial Express' official channels and avoid spreading unverified content.

[Sumana Sarkar @sumanasarkar]

The sharp drop in derivative volumes is making headlines. But is SEBI crackdown on Jane Street, the only reason? HFTs account for nearly 50-60% of F&O volume, and market observers say there is a need to probe deeper—find out why? https://t.co/ahsFwvc0Pz

[Sumana Sarkar @sumanasarkar]

@MTPHereToHelp @poojachandwani @mybmc @CMOMaharashtra @PMOIndia @MumbaiPolice @SamtaNagarPS yes it has been reported. However @acpsamtanagar @SamtaNagarPS has thus far taken no action with respect to many continuing problems in the area
-Traffic snarks
-Auto drivers overcharging passengers
-Auto sharing auto racket between Kandivali station to Lokhandwala

[Sumana Sarkar @sumanasarkar]

It's raining IPOs and it is set to become bigger... Rs 5 lakh crore pipeline, 56 IPO filings in 3 months. All this in addition to the 211 DRHPs filed in FY25?
Are you wondering what's fuelling this IPO rush? Read to know more-
https://t.co/VbwAtSZ5Sh

[Sumana Sarkar @sumanasarkar]

What are rhe 3 most important advice for every new investor? Here is MotilalOswal 's Gautam Duggad's investment mantra

[Financial Express @FinancialXpress]

FY25 may have been a flat year in terms of quarterly results but Motilal Oswal is upbeat about the earnings trajectory going forward and expects 12-14% earnings growth next year. Gautam Duggad, Head of Research – Institutional Equities at @MotilalOswalLtd, pointed out that India’s valuation will track the underlying earnings growth. According to him, “India may not be cheap any longer but not expensive either.”

In an exclusive conversation with https://t.co/diKG5u0qHS, he listed out the top additions to Motilal Oswal model portfolio, his take on defence, financials and shares his mantra for new investors.

#FEExclusive #MotilalOswal #GautamDuggad #Stocks #Investment

[Financial Express @FinancialXpress]

The upcoming initial public offering (IPO) pipeline for 2025 is getting bigger by the hour. One of the world’s largest coking coal producers, Bharat Coking Coal (BCCL), a wholly owned subsidiary of Coal India, has also filed its draft red herring prospectus (DRHP).

According to BCCL’s DRHP, the IPO will be entirely an offer for sale and is the first issue for @BCCLofficial

Read more: https://t.co/WThwB4rAEU

#Coal #CoalIndia #BCCL #IPO #Stocks #Market #MarketNews

[Financial Express @FinancialXpress]

Anil Ambani 2.0: What’s powering the turnaround of Reliance Power and Reliance Infra https://t.co/TQi4aRDOkE

[Sumana Sarkar @sumanasarkar]

All eyes on the big ticket IPO offering from HDFC Group

[Financial Express @FinancialXpress]

HDB Financial IPO buzz: Who owns it, what’s the likely issue price, and why are unlisted shares surging? https://t.co/Vwp4lFlQqc

[Financial Express @FinancialXpress]

Hindustan Zinc to invest Rs 12,000-crore in 3 years https://t.co/S82JJJ6oMt

[Financial Express @FinancialXpress]

Maruti Suzuki to dispatch 35% of its vehicles through railways by FY31 https://t.co/AFBcnjmEvE