BUSINESS
If global conflicts stay contained, market impact could wear off, says Quantum AMC’s Chirag Mehta
If the middle east conflict remains restricted, or even subside, one could see the market impact wear off, said Chirag Mehta, the CIO at Quantum AMC. However, the markets are at risk of a correction as valuations have been cooled off, and there is't enough opportunity to deploy capital.
BUSINESS
Gold back in focus as equities face pressure amid growing geopolitical risks
During the day, gold prices reached their highest point in more than a month. Spot gold prices gained around 1.57 percent to reach around Rs 99,950, after briefly crossing the Rs 1 lakh mark during the trading session.
BUSINESS
Arbitrage fund inflows rise 33% in May as investors chase low risk, tax efficient options
Arbitrage funds are especially attractive due to their tax efficiency. They are treated as equity funds, offering more favourable taxation than many debt-oriented funds.
BUSINESS
MC Market Poll shows two-third respondents believe Indian stocks have bottomed out
While there may be some concerns around volatility in the market, there is a wide belief of optimism among most market experts amid signs of stabilizing investor confidence, following months of turbulence.
BUSINESS
Are large-cap funds losing their sheen? Here is why fund managers and analysts remain positive on the segment
Fund managers say that despite short-term underperformance in segments such as banking and IT—core components of large-cap portfolios—the category continues to offer value.
BUSINESS
After April spike, SIP stoppage ratio drops to 73% in May
A SIP stoppage ratio below 100 means that new SIP registrations outnumber stoppages, indicating net positive growth and healthy investor participation. This latest dip comes after months of rise in SIP stoppage ratio which began in January this year.
BUSINESS
SIP stoppage slows, inflows continue: Key takeaways from AMFI's May numbers for equity investors
According to AMFI data, total mutual fund AUM rose to Rs 72.20 lakh crore from Rs 70 lakh crore. Equity-oriented funds contributed nearly 65 percent of flows into the industry.
BUSINESS
Will the CRR cut make debt funds a preferred investment opportunity? Here's what experts say
On June 6, RBI announced a 100 basis points cut in the CRR -- bringing it down to 3 percent that will be implemented in four tranches of 25 bps each.
BUSINESS
Rate cut boosts sentiment for home buyers, but funds cautious on real estate stock valuations
Around 30 fund houses currently hold some exposure to real estate, with some mutual funds - including Bandhan AMC - overweight on the sector, citing improved balance sheets, disciplined developers, and selective land acquisition.
BUSINESS
Banking, auto, realty stocks jump as RBI slashes repo rate by 50 bps, CRR by 100 bps; Bank Nifty hits record high
The 50 basis points rate cut, taking the policy rate to 5.5 percent, was not expected lines. Further, the CRR cut of 100 basis points came as a surprise too.
BUSINESS
Mirae Asset AMC to launch Specialised Investment Fund under ‘Platinum’ brand
SIFs are a new investment category created by Sebi to bridge the regulatory and operational gap between mutual funds and portfolio management services (PMS).
MARKETS
RBI rate cut decision tomorrow: Six things equity investors should watch out for
The RBI is widely expected to cut the repo rate by 25 basis points to 5.75%, marking its third cut in 2025
BUSINESS
‘High-growth’ microcap segment an opportunity as liquidity has improved: Motilal Oswal AMC's Pratik Oswal
While most market participants focus on the more well-known names that make up the BSE 500 index, Pratik Oswal said the real growth is coming from areas that are still under-penetrated.
BUSINESS
SIFs stir the pot for PMS and AIFs as mutual fund giants enter the fray
New category of funds targets mass affluent investors with lower ticket sizes and flexibility
BUSINESS
Early rains, easy rates fuel rally hopes for consumer and agri stocks
HUL, M&M, Hero MotoCorp, Dabur, Rallis India, Chambal Fertilisers should see traction, according to experts
BUSINESS
Power stocks’ valuations split after Q4FY25, as utilities correct but renewables look steep
Valuations across the power sector have seen a divergence, with Utility players like NTPC and Adani Power correcting from their 52-week high, while power-focussed capital goods companies still commanding premium valuations.
BUSINESS
IndusInd Bank: Buy or sell? Valuation at historic low, but analysts still wary of fresh buys
Downgrades pile up, yet most brokerages remain cautious despite deep-value appeal
BUSINESS
NTPC Q4 preview: Earnings likely to rise on higher power generation, capacity additions
The most optimistic of the estimates, by Equirus, sees net profit increase by an annualised 18 percent to Rs 6,012 crore. Elara Capital is the most conservative, estimating net profit growth at just 6 percent.
BUSINESS
India’s defence firms post solid Q4; analysts warn on valuations, order visibility
Analysts remain cautious on high valuations, uneven execution, and near-term order visibility.
BUSINESS
Power Grid targets Rs 28,000 crore capex for FY26 with around Rs 1.54 lakh crore of projects in hand
Power Grid is also set to undertake a pilot green hydrogen project at its Neemrana sub-station, aimed at demonstrating round-the-clock clean energy usage through solar-powered hydrogen generation.
BUSINESS
Bharat Electronics sees over 15% revenue growth for FY26, R&D focus key to margin and profit
For FY26, BEL has an EBITDA margin guidance of around 27% and order inflow of more than Rs 27,000 crore. CMD Manoj Jain said the aim is to increase R&D investment and capex spend.
BUSINESS
Defence stocks on alert: Will BEL, BDL, and Drone Tech fire after Rs 40,000 Cr boost?
DAC’s largest fast-track authorisation in years could lift orders for key defence firms, but valuations remain rich
BUSINESS
Viatris, Cognizant, GE Healthcare, Netflix: Top foreign stocks that Indian mutual funds bought in April
The trading activity, as per PrimeMFDatabase.com, has revealed a strong appetite for tech stocks, with significant exits from select, high-value European and American companies.
BUSINESS
Bharat Electronics Q4 preview: Solid order book, indigenisation to drive 4.3% growth
BEL's stock has gained around 53 percent over the past, and gained around 30 percent over the last six months.
