Tata Motors' BIG Split: Demerger Done! What's Next for Your Shares? is the buzz driving Indian retail chatter today [1]. The post flags a pivot in Tata Motors' corporate structure and invites views on the next phase for shareholders.
Tata Motors Demerger — what comes next? The discussion centers on how the demerger could set the stage for future movements and governance tweaks, with traders watching for clarity on stake splits and strategic direction [1].
NSE Lot Size Change — the market is reacting to two rounds of tweaks: from 75 to 65, and from 35 to 30 for certain contracts. The contract value now uses the average closing price of the underlying index for September 2025. Retail voices beg for a pause or simplification, hoping the rally timing aligns with these tweaks [2].
On IT ETFs vs broad Nifty ETFs, Infosys (~23%), TCS (~32%), and Wipro (~13%) are cited as drivers behind the Nippon IT ETF option rather than single names [3]. Investors debate long horizons (10-15 years) and AI tailwinds, though some question IT sector innovation. The thread also references Infosys' buyback of 18,000 Cr as a potential channel for capital deployment amid AI rhetoric [3].
AI buzz and policy shifts aside, these moves — demerger, lot-size changes, and ETF tilts — are shaping where Indian investors park capital next.
References
Tata Motors' BIG Split: Demerger Done! What's Next for Your Shares?
Indian stock Tata Motors demerger update; includes video link and notes on stock analysis tools for investors in India today.
View sourceNSE lot size changed
NSE lot size changes; calls for lower lot; debate on derivatives costs and market rally expectations among traders in India.
View sourceWhat are your views on investing in Indian IT ETF
Discusses investing in Indian IT ETF; compares with Nifty ETFs; opinions on IT sector growth, AI impact, long horizon outlook.
View source