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Business World

11th March 2026

Market Valuations Cheap But Not At Crisis Level Discount: Kush Gupta Of SKG Investment

Heightened geopolitical tensions in the Middle East have injected fresh volatility into global financial markets, with Indian equities witnessing sharp swings amid rising crude oil prices, foreign investor outflows and currency pressures.

Economic Times

4th February 2026

Reeling in bear market, should investors buy smallcap stocks after India-US trade deal?

After two years of exceptional gains, India's smallcap stocks have gone through a sharp and painful correction. The question now facing investors is whether the recent India-US trade deal marks a turning point for the segment.Smallcap stocks were among the biggest winners of the post-pandemic bull market.

Money control

2nd February 2026

Three things Union Budget 2026 must get right to restart earnings compounding in small and mid caps

Small & mid caps enter Union Budget 2026 from a tougher base than the ‘easy rerating’ phase of the last cycle, when liquidity and optimism helped compress risk premiums. Today, markets are far more sensitive to earnings certainty, cash flow conversion, and balance sheet strength.

Upstox

31st January 2026

NIFTY50 EPS growth seen at 11%–13% in FY26–FY27: Abhishek Mishra, SKG Investment & Advisory

NIFTY50 outlook: This market structure rewards execution over narratives. Returns are less likely to come from broad valuation rerating and more from earnings upgrades, operating leverage, and capital efficiency improvements at the company level, Mishra says.

Youtube - Podcast

22nd January 2026

Kush Gupta on Small Cap Investing, AIFs & IPOs.

In this episode of the Sanjay Kathuria Podcast, we host Kush Gupta, an experienced investment professional with 20+ years in finance and corporate law, currently Director & Fund Manager at SKG Investments & Advisory. He manages the SKG India Small & Midcap Fund (Category III AIF) and is known for applying a private-equity mindset to public markets.

Business World

12th January 2026

Unlisted shares are typically valued based on demand–supply dynamics, rather than on core fundamentals, as detailed financial information is usually limited

In India’s IPO ecosystem, the speculative frenzy around unlisted shares, where retail investors are chasing pre-IPO stocks for “guaranteed” listing gains, often comes without understanding the risks of pricing mismatches, delays and liquidity constraints.

Economic Times

17 November 2025

Last 5 IPO boom cycles ended with market bust, what’s in store for 2026?

Two of India’s buzziest startups — Lenskart and Groww — hit the markets this week, but their debuts couldn’t have been more different. For Lenskart, the much-hyped listing turned out to be more of a blur.

Money Control

16 November 2025

Daily Voice: Kush Gupta backs financials, agri and consumption for Q3; sees IT struggling

After reading Q2 earnings and management commentaries, Kush Gupta, Director at SKG Investment & Advisory told Moneycontrol that his outlook for Q3FY26 earnings remains optimistic.

Live Mint

03 November 2025

Groww's founders won't sell a single share in the IPO. Is their long-term conviction justified?

In a surprise twist that has set Dalal Street abuzz, the founders of Groww have decided not to sell a single share in the company’s ₹6,632-crore initial public offering (IPO) — a rare act of conviction in India’s startup ecosystem, where most promoters cash out partially at listing.

Economic Times

17 October 2025

SME IPOs: Why it may not be right to paint all with the same brush

For economist E F Schumacher and his followers, ‘Small Is Beautiful.’ When it comes to the investing world, the smaller ones are looked at with jaundiced eye, thanks to history of many companies going down the tube due to mismanagement and fraud.

Economic Times

20 October 2025

Nifty rallying, but portfolios down? Diwali run masks retail pain as smallcaps extend year-long slide

The benchmark Nifty 50 scaled fresh 52-week highs ahead of Diwali, buoyed by strong buying in heavyweight sectors such as financial services, FMCG, telecom, and energy. Yet, for most retail investors, who usually bet on high growth small- and midcap stocks, the pre-festival cheer hasn’t translated into portfolio gains.

Economic Times

27 October 2025

IPO frenzy: Here’s what investors should look out for beyond the hot listings and wild valuations

India’s buzzing Initial Public Offering (IPO) market is ablaze with a riot of colours befitting the Diwali festivities. New listings are coming thick and fast, and investors can’t seem to get enough. While some IPOs are sparkling like firecrackers in the night sky, others are quietly fizzling out.

Economic Times

29 September 2025

GDP growth filter: Target to invest in companies whose profit after tax outpaces economy’s expansion target rate

Even though benchmark Indian indices stumbled at the start of 2025, the outlook for domestic growth is robust. The Reserve Bank of India’s (RBI) policy stance, higher government spending, and the recent Goods & Services Tax (GST) reset will keep economic momentum intact. The International Monetary Fund’s (IMF) July 2025 World Economic Outlook projects India to outpace major developed and emerging economies in growth during 2025 and 2026.

Live Mint

13 August 2025

Beyond the ticker: Why unlisted stocks are stealing the spotlight

When we think of investments, the image is often of the stock exchange — a screen flashing green and red, prices shifting by the second, and the thrill of volatility. But the financial world has changed. Today, some of the most compelling opportunities lie outside listed markets.

Upstox

29 August 2025

Small- and mid-cap firms are becoming investor favourites: Kush Gupta, Director at SKG Investment & Advisory

Stock market investment: The expert says that a big change has come in the pattern of investing. Value seekers are comfortable with taking risks and investing in companies that are in their early stages of growth. These 7 milestones have played a crucial role in the growth and development of the Indian stock market, contributing to its current position...

Live Mint

20 August 2025

SKG Investment's director on Nifty's short-term target, earnings revival, impact of Trump tariffs and more

Kush Gupta from SKG Investment & Advisory suggests that the Indian stock market may remain sideways, with the Nifty trading between 24,500 and 26,000 in the coming months, influenced by global tariffs and earnings revival prospects.

Business Line.

30 August 2025

IPO rush in India continues despite US tariff worries

Notwithstanding the trade war with the US and geopolitical tensions, August turned out to be one of the busiest months for the primary market with 43 companies tapping the mainboard and SME exchanges to raise fresh capital of ₹17,252 crore.

Live Mint

17 July 2025

India’s IPO boom cools in 2025—Can the market regain its momentum?

After a blockbuster 2024 that saw Indian companies raise an all-time high of ₹1.69 trillion through initial public offerings, the euphoria around IPOs appears to be softening in 2025. The mainboard segment, once flooded with enthusiastic bidders, is now witnessing lukewarm interest, subdued subscription levels, and sharply lower listing gains.

Live Mint

24 July 2025

LIC's June-quarter bets signal shift from momentum to value investing

India’s largest domestic institutional investor, Life Insurance Corporation of India (LIC) made selective bets in its equity portfolio in the June quarter of FY26, even as global uncertainties continued to dampen foreign investor sentiment.

The Economic Times

21 June 2025

ETMarkets Smart Talk: Shift debt allocation to short-term funds, maintain equity focus for stronger returns: Kush Gupta

As markets navigate through volatility and macro uncertainties, Kush Gupta, Director at SKG Investment & Advisory, remains optimistic about India's growth story in the second half of 2025.

Financial Express

19 June 2025

SEBI board opens door for more investments

SEBI announces key reforms to boost investments, ease compliance for FPIs, AIFs, REITs, and startups. Esop rules relaxed for IPO-bound founders; G-Sec access simplified; co-investment norms updated. Aimed at aligning with global practices and attracting long-term capital into Indian markets.

Economic Times

26 April 2024

Indian wealth management: Challenges, opportunities and the future

The Wealth Management industry has experienced robust growth in the recent years, it’s backed by India’s increasing affluent segment that has created a sizeable customer base for investment advisory services.

Money Control

15 April 2024

SMEs far from bubble territory, FY25 IPOs will exceed FY24: SKG's Investments' Kush Gupta

Companies in the SME space can be a little more tricky to evaluate as opposed to largecaps or mature midcaps, says the director of SKG Investments & Advisory.

Livemint

13 March 2024

Sensex Today | Market Crash Highlights : Sensex ends down 900pts, Nifty below 22k; broader market, heavyweights fall

Sensex Today | Market Crash Highlights : Stocks struggled to maintain momentum in the wake of another record-breaking session on Wall Street, as a rally in Europe took a breather despite dovish comments from policy makers. The Stoxx Europe 600 index was flat, with gains for retailers and utilities offsetting losses..

Business today

13 March 2024

SME IPO index crashes 18% from 52-week highs; is the 'microcap' party over?

Small and medium-sized enterprises (SME) have been hammered hard lately after strict commentary from the Sebi chairperson Madhabi Puri Buch. The euphoria in the SME space has been condensing lately, but some big-ticket SME issues are pushing their way ahead. However, the froth has not entirely fizzled out.

Livemint

07 March 2024

SME IPOs: A gateway to emerging market opportunities

SMEs represent over 90 per cent of the total businesses in India comprising almost the entire middle class in the country. Regulatory changes boosted their inclusion in the financial world, providing them with an opportunity to raise equity and leverage the growing investor base in India.

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