BUSINESS
Most large mutual fund houses take cautious stance, increase cash holdings in April
On the other hand, 21 mutual fund houses have cut down on their cash positions.
BUSINESS
Solar stocks shine as analysts see real export potential alongside strong domestic growth
Industry experts said emerging opportunities for Indian exporters after the UK FTA, along with a growing domestic demand could ensure continued momentum in shares of renewable sector companies, despite elevated valuations.
BUSINESS
MF flows in April: Equity Funds see 50th straight month of inflows; SIPs hit new record high
While SIP net inflows hit a new all-time high of Rs 26,632 crore, a total of seven schemes were launched during the month across all open-ended and across categories, raising a total of Rs 350 crore.
BUSINESS
Defence stocks in focus: All you need to know about HAL, BEL, Bharat Forge and others
As defence stocks come into focus, Moneycontrol breaks down all you need to know about leading domestic manufacturers riding on the Make-in-India push.
BUSINESS
UK-India FTA promises big boost for textile sector, but fund managers remain cautious
India's textile sector stands to gain significantly from the recently signed Free Trade Agreement (FTA) with the United Kingdom, which eliminates longstanding tariffs and places Indian exporters on a more competitive footing.
BUSINESS
Defence emerges as a global investment theme amid geopolitical tensions
According to the Stockholm International Peace Research Institute (SIPRI), global military spending surged to a record $2,718 billion in 2024, marking a 9.4% increase over the previous year.
BUSINESS
Defence stocks in focus after Operation Sindoor: Atmanirbhar push behind renewed optimism?
Operation Sindoor raises questions on how likely are domestic defence manufacturers to see continued strength in investor interest amid continued government backing, robust orderbook, and push for indigenization.
BUSINESS
ABB India Q1 earnings preview: Slower order flow likely to result in mixed quarter
Net profit is projected to rise 9 percent YoY to Rs 502 crore, while EBITDA margin is expected to remain flat at around 18.3 percent, reflecting stable but unexciting operating performance.
BUSINESS
Number of stocks hitting 52-week lows outnumber stocks at 52-week highs even as markets rebound
While on May 5, market breadth climbed to its highest since April 21, the rally remains narrow, revealing a selective bias favouring fundamentally strong and liquid companies.
BUSINESS
L&T Q4 preview: Revenue, net profit may rise on strong order inflow
Net profit is expected to increase around 10 percent YoY from Rs 4,396 crore. Earnings before Interest, Taxes, Depreciation and Amortisation (EBITDA) margin is expected to increase to around 10.9 percent from 10.8 percent in Q4FY25.
BUSINESS
After heavy sell-off, FIIs make a comeback with back-to-back monthly inflows
In April (as of April 29), FIIs invested Rs 10,558.97 crore, following Rs 1,717.78 crore in March. This marks the second consecutive month in which FIIs have been net buyers.
BUSINESS
Volatility a tough nut to crack for fund managers? Mere 31% active funds outperform benchmarks in 6-month period
Over the last six months, the Nifty 50 has delivered negative returns of around 6 percent. Similarly, the Nifty Midcap and Smallcap indices have declined by around 12 and 16 percent, respectively. On the other hand, the Bank Nifty has gained nearly 1 percent.
BUSINESS
Ultratech Cement eyeing Rs 10,000 crore in capex for FY26: CFO Atul Daga
As of March 2025, UltraTech’s total installed capacity reached 184 million tons. "Our ongoing expansion program will take us from the current capacity of 184 million tonnes (including India Cements and Kesoram capacities) to around 212 million tons by FY2027," CFO Atul Daga said.
BUSINESS
Amidst Q4 volatility, retail investors reduce exposure in SMID stocks
Retail shareholders pared their exposure to smallcaps and midcaps during the three months ended March amid the market downturn.
BUSINESS
UltraTech Cement Q4 preview: Net profit, revenue to see higher growth on rising demand, increasing volumes
Among the brokerages, Motilal Oswal is the most optimistic, projecting net profit to rise to Rs 2,445 crore from Rs 2,315 crore in Q3FY24. Nuvama is the most cautious, expecting profit to fall to around Rs 2,084 crore.
BUSINESS
HDFC Securities shares 25-stock model portfolio for long term, says FPI selling near its end
The ‘model portfolio’ has allocated around 20 percent to consumer businesses, about 16 percent to BFSI, and the rest is spread across infrastructure, manufacturing, digital, and renewable energy.
BUSINESS
Chinese stocks top Indian MFs' overseas buying list in March
Data from Primemfdatabase.com shows that shares of Chinese firms like SenseTime Group Inc., Industrial & Commercial Bank of China, China Construction Bank Corp., and Bank of China saw the maximum buying among all overseas purchases by mutual funds in March.
BUSINESS
IPO-bound Ather Energy is 'capex light' to retain 'agility', says co-founder Tarun Mehta
Co-founder of Ather Energy, Tarun Mehta has said that the company is not looking at large capex decisions, since it has been very focused on capital efficiency.
BUSINESS
Asia chasing Asia: Japan, Korea lead the way in Nifty-tracking passive funds
With eleven new funds launched in FY25 alone, the growth of passive funds tracking Indian indices was around 83 percent on-year, with a more than five-fold growth compared to FY23.
BUSINESS
Gold is great for diversification — that could mean selling gold for most investors
Experts say gold lends stability to portfolios, but many Indians may already be overexposed to the metal and need to rebalance.
BUSINESS
Gold prices hit an all-time high: Here are the key reasons driving the surge
As a result of the rising prices, gold ETFs are gaining traction amongst investors with UBS projecting that inflows will reach 450 metric tons in 2025 driven by institutional and retail investors alike seeking exposure to an alternative and more stable asset.
BUSINESS
Actively reviewing clause that restricts AMCs from entering unrelated biz: SEBIs Manoj Kumar
The SEBI official said it is working on clause 24(B) that puts restrictions on business activities of an asset management company
BUSINESS
Here is what MFs bought and sold in March; Jio Financial, Zomato, Hindalco, Kotak Bank in focus
Mutual funds were mostly overweight on banks followed by auto, capital goods, utilities, telecom, healthcare, PSU Banks and Insurance.
BUSINESS
Why diversification is the best strategy for now and how to spread your portfolio
Vaibhav Shah, Head - Products, Business Strategy & International Business, Mirae Asset Investment Managers (India) speaks about the fund house's outbound fund from GIFT City.
