BUSINESS
India’s star fund managers are walking out — but the old guard is marching back in
Prominent fund manager exits have sharpened concerns around succession depth, consistency of investment style and the ability of large funds to sustain alpha at scale.
BUSINESS
Banking, Consumption, E-commerce and Healthcare could be key investment themes for 2026: Kotak AMC’s Harsha Upadhyaya
Looking ahead to earnings, Upadhyaya said the short-term weakness is likely to give way to a broad-based revival
BUSINESS
Indian economy doing well but we need to invest in R&D: Kotak AMC’s Nilesh Shah
We have depreciated significantly against currencies. Can we take advantage of this currency depreciation to push our exports? If that happens, growth could get supported overall, says Shah
BUSINESS
“We want to be like a squirrel - agile, flexibile and balanced,” says Abakkus' Sunil Singhania
Abakkus makes MF debut with flexi-cap fund as Sunil Singhania eyes bigger pie of the investment pie after rapidly scaling up his PMS/AIF
BUSINESS
Union AMC sees India Inc earnings growth rising to mid-teens; sees opportunities in consumption space
CIO Harshad Patwardhan said the AMC’s upcoming consumption fund will be constructed using its RISE framework—Reach, Intermediates, Spend-up, Experience—to capture new-age consumption behaviour across 19 AMFI-classified sectors
BUSINESS
MF leaders welcome SEBI’s REIT-as-Equity Move; tax opportunities seen as advantages amid liquidity concerns
SEBI’s move to classify REITs as equity from January 1 is expected to boost mutual fund participation by easing regulatory limits.
INDIA
Meesho breaks from new-age playbook with a sensibly priced IPO
Analysts say conservative pricing, reduced OFS and improving unit economics limit downside in one of India’s few pure social-commerce plays
BUSINESS
Global brokers turn bullish on India on strong earnings, easing valuation concerns
Brokerages like Goldman Sachs now see a case for Indian equities to outperform over the coming year, upgrading India back to Overweight with a Nifty target of 29,000 for end-2026.
BUSINESS
Eyeing debt reduction and capacity expansion with Rs 922-crore IPO: Aequs CEO Aravind Melligeri
Aequs intends to spend Rs 433.2 crore of fresh issue proceeds for repayment of certain loans, Rs 64 crore to buy machinery and equipment, and the remainder funds for inorganic growth and general corporate purposes.
BUSINESS
Oil & Gas sector profit grows in Q2FY26 on inventory gains, but analysts see mixed outlook ahead
The most significant contributor this quarter was inventory gains at OMCs. In oil & gas, companies buy crude at a certain price, process it, and whatever inventory is left at the end of the period is revalued at the current market price as per accounting norms. So if crude prices move up, the value of that inventory increases and profits shoot up.
MARKETS
Brokerages meet SEBI to present case for status quo on research fee, raise concerns on MF proposal
SEBI has proposed a major overhaul of the Total Expense Ratio (TER) framework for mutual funds to improve transparency and lower costs for investors.
BUSINESS
Large-cap profit share drops to 73% even as Nifty 500 earnings rise in Q2FY26
During the quarter, Nifty 500 margins expanded 130 basis points YoY but contracted 17 basis points sequentially. Kotak noted that excluding BFSI, metals, and oil & gas, margins fell 40 basis points YoY and 70 basis points QoQ, with the overall improvement primarily attributed to lower raw material costs, even as employee expenses continued to rise steadily.
BUSINESS
Nearly one-third of Nifty is ‘uninvestable’; there is a need for focus on corporate governance: Quantum Advisors
At a media meet held by Quantum Advisors along with the International Corporate Governance Network (ICGN) CEO Jen Sisson in Mumbai, Quantum founder Ajit Dayal said, “From our perspective, from our integrity score, maybe 30 percent of the index is uninvestable. It shows the gap between what the reporting standards are and what the practices are.”
BUSINESS
India’s capex story: Govt spending up 40%, order books rise 21%, says CareEdge
An analysis of 1,899 listed non-financial companies showed corporate capex rising 11% Rs 9.4 lakh crore in FY2025, with the bulk of spending concentrated in oil and gas (19%), power (15%), telecom (10%), automobiles (9%), iron and steel (7%) and non-ferrous metals (5.5%).
BUSINESS
PPFAS' Rajeev Thakkar backs 'Mag 7' amid AI-frenzy fears, calls China’s ‘cheap’ stocks a trap
The value investor says US tech giants’ cash flows justify current multiples, while China’s governance overhangs and foreign ownership limits make developed markets the safer global bet.
BUSINESS
AI won’t break Indian IT: Rajeev Thakkar urges investors to look beyond 'short-term panic'
PPFAS CIO says decades of resilience, sectoral diversification and strong cash flows make India’s IT services firms better placed than the market fears, even as AI disruption and weak growth trends rattle investors.
BUSINESS
Tata MF launches first SIF product - Titanium Hybrid Long–Short Fund
Despite multiple SIF launches in the hybrid space, Vardarajan said Tata MF’s positioning remains distinct. He believes most offerings so far fall into arbitrage-led or conservative-hybrid structures, leaving the aggressive hybrid category relatively uncluttered. This clarity, he said, should help the product stand out.
BUSINESS
Parag Parikh MF explains need for new Large Cap fund
PPFAS clarified that its upcoming Large Cap Fund will be a low-cost, Nifty 100-based offering aimed at investors seeking index-like returns with selective active advantages.
BUSINESS
MF scheme launches surge 12% YoY, large companies still dominate industry AUM
Between October 2024 and October 2025, all scheme categories showed strong growth. Equity schemes led thewith an increase from 839 to 1,021 -- a 21.7 percent rise.
BUSINESS
Soft demand, heavy rains hurt merchant power players, but renewables and regulated utilities deliver a steady quarter
Early and prolonged rains dragged peak demand down to about 200 GW from nearly 220 GW last year, cutting merchant volumes and realizations at a time when industrial activity also softened.
BUSINESS
We are not against research, but are looking for transparency, says SEBI’s Amarjeet Singh
On October 28, SEBI released a consultation paper on brokerage and other charges for mutual funds.
BUSINESS
Offshore funds sold $3.7 billion in India this year, ETFs too saw redemption
Foreign investors have sharply reversed course on India in 2025, pulling out $3.65 billion from offshore India funds year-to-date, with active strategies bearing the brunt of the selloff.
BUSINESS
Q2FY26 earnings: Defence players log strong quarter as BEL, HAL, GRSE lead growth
As the sector enters its seasonally stronger half, analysts expect Q3 and Q4 to see a clear acceleration in execution, supported by emergency procurement orders, back-ended deliveries and stable order-book visibility.
BUSINESS
Expect stronger consumption growth from Q3 onwards, 2026 outlook promising, says Mirae Asset MF CIO Neelesh Surana
Mirae's Neelesh Surana sees ample opportunities in sectors with fair valuations, with most ideas likely to see earnings growth. "A modest valuation premium is still justified, given structurally lower cost of capital," he added.
