Mumbai, April 18, 2025 – Paytm, Nykaa, and Adani Energy Solutions are poised to join the MSCI Global Standard Index in May, with analysts projecting inflows of $200-300 million each, per a Thursday report by Nuvama Wealth Management. The trio’s inclusion, alongside Zomato and Indus Towers, could draw $1.2 billion total, boosting India’s $4.5 trillion market cap as global funds chase the Sensex’s 10% 2025 rally (Hindustan Times).
Paytm, rebounding from a 2024 RBI ban, hit Rs 1,054 per share—up 20% since March—fueled by 7 crore monthly transacting users (The Economic Times). Nykaa, at Rs 219, rides a 29% revenue jump, with 3 crore beauty buyers (The Indian Express). Adani Energy, at Rs 1,125, gains from green power deals—$2 billion in orders (Business Standard). “MSCI’s a magnet—global cash will pour in,” a Mumbai broker told Times of India. MSCI’s 151 Indian stocks, 8% of its EM index, dwarf China’s 7% (Bloomberg).
The stakes are huge—India’s 90 crore retail investors eye quick gains (NSE). Paytm’s UPI dominance—30% market share—faces SBI’s 26% glitch rate (Livemint). Nykaa’s premium push clashes with Reliance’s Tira (The Hindu). Adani’s $200 billion empire, despite US probes, draws BlackRock bets (NDTV). X buzzes—“Paytm’s back!”—but some warn: “Adani’s risky” (post:1). MSCI’s May 29 rejig hinges on free-float data—Paytm’s 60% is tight (Reuters).
For India, it’s a global flex—$1 trillion in FII flows since 2023 (RBI). Will these stocks soar, or buckle under hype?
