MARKETS
Why developed market stocks may be the best way to play emerging market growth: Marcellus
Apple and Hermès have captured more value from China’s rise than local players, notes firm; Marcellus’ Global Compounders strategy up ~24% annualised since launch.
MARKETS
Franklin Templeton launches multi-asset fund to curb volatility-led investor mistakes
The Franklin India Multi Asset Allocation Fund (FIMAAF), open for subscription from July 11 to 25, is designed to act as a portfolio stabiliser—allocating dynamically across equity, debt, and commodities like gold and silver.
BUSINESS
A $2 billion shot in the arm: Why Glenmark’s AbbVie deal could trigger rerating
If the drug succeeds, Glenmark could be staring at a royalty stream larger than its current EBITDA.
MARKETS
Finfluencers all set to take Dubai flight - it’s not the lifetime visa, but tightening regulations
The UAE promises freedom and flexibility — but only if you’re already playing the game.
MARKETS
SBI’s Rs 3.5 lakh crore secret: Why its subsidiaries could trigger the next big re-rating
Mutual fund, insurance and payments arms of SBI are seen as prime IPO candidates, and analysts see these as accounting for a fourth of the PSU lender's overall value.
BUSINESS
Sebi launches 'Proxy Advisory Recommendations' on Investor App, backs stronger market surveillance
The feature was launched at an event hosted at the National Stock Exchange (NSE), with Sebi Chairman Tuhin Kanta Pandey in attendance
BUSINESS
India’s family offices are moving from gut to governance, says Julius Baer’s Ashwin Patni
As private allocations and intergenerational transitions rise, family offices are becoming more structured in their approach to risk, digitisation, and global diversification, says Patni
MARKETS
Here's why Nithin Kamath says ban on Jane Street 'could be bad news for both exchanges and brokers'
Zerodha founder says while SEBI deserves credit for its strong action, the Indian market’s deep reliance on proprietary traders like Jane Street could now face a reality check.
MARKETS
SEBI’s Jane Street ban triggers liquidity concerns in derivative market
Traders worry exit of a major expiry-day player could shrink market depth and raise volatility; sentiment may take a hit even as SEBI’s crackdown is welcomed for long-term fairness.
BUSINESS
India’s push to monetise PSU bank subsidiaries may unlock most value at SBI
The finance ministry wants public sector banks to list their subsidiaries—but analysts say only a handful, led by State Bank of India, are IPO-ready
MARKETS
HDB Financial bets on granular risk strategy post-strong market debut
Fresh off India’s largest NBFC IPO, HDB Financial CEO G Ramesh says the company will align its growth with India’s economic momentum, leaning on deep customer granularity and dynamic capital allocation to manage through cycles.
BUSINESS
Cautious comeback: GMO flags temporary foreign interest in Indian equities amid valuation worries
According to GMO, Indian equities today are trading at forward P/E ratios above the historical median, signalling expensive valuations. Simultaneously, 12-month price momentum is weak, undermining investor sentiment. This combination typically repels foreign investors, not attracts them.
MARKETS
Exit Rush: Mutual funds drive block deal momentum as promoters capitalise on market highs
The uptick in deal-making spanned across a range of sectors, particularly technology, chemicals and logistics, and reflected strategic exits timed to take advantage of buoyant valuations ahead of the upcoming earnings season.
BUSINESS
Rising oil prices could hurt the business of these sectors and stocks the most
While stocks and sectors across the board have come under selling pressure, certain sectors – oil marketing companies, aviation, paints, tyres, automobiles, chemicals, and fertilizers among others – are likely to see a higher impact due to a higher correlation with oil prices.
BUSINESS
F&O expiry days: What does it mean for traders as NSE gets Tuesday and BSE settles with Thursday?
The three-day cycle (Friday to Tuesday) for NSE’s expiry gives traders more time to build positions and capture premium, particularly benefiting option sellers through theta decay, say market participants
BUSINESS
Top brokers lost additional 2.7 lakh clients in May 2025 after April slowdown
Among the top five brokerages, Groww continues to lead in absolute client numbers, with a base of 1.28 crore as of May 2025. ICICI Securities, while smaller in absolute terms, stands out as the only top broker to add clients during this period, albeit modestly.
MARKETS
Upcoming IPO lock-in openings: Investors eye opportunities in June 2025
Over the next 30 days, 36 companies are set to release shares worth Rs 3,700 crore as their IPO lock-in periods expire, potentially stirring volatility in the market.
BUSINESS
Top 10 Portfolio Management Schemes for the month of May
In May 2025, the top 10 PMS strategies delivered strong returns, ranging from 16.49% (Money Grow - Small Midcap) to 13.80% (Accelt Long Term Equity Fund), reflecting a bullish market.
BUSINESS
Singularity AMC founder sees $100 billion m-cap potential as key sectors show promise of ten-fold growth
The Singularity Growth Opportunities Fund II (SGOF II), which was recently oversubscribed, in already invested in eight companies, including Lohum (battery recycling), HEG (diversified energy transition), Sterling & Wilson Data Centre, Classic Legends (which owns JAWA motorcycles), among others.
BUSINESS
Marcellus is sitting on 35% cash in small-cap funds; Pramod Gubbi explains why
The rally in that segment has bounced back sharply, and valuations remain elevated, says Gubbi
BUSINESS
F&O expiry on Tuesday or Thursday? Here’s why the trading day matters
Market experts say the exchange that gets Tuesday as its expiry will effectively have three trading days in the options cycle - Friday, Monday, and expiry-day Tuesday. In contrast, a Thursday expiry offers only two sessions - Tuesday and Wednesday - before the contract lapses.
BUSINESS
F&O expiry signals calm before the storm; Nifty breakout likely soon, say traders
BUSINESS
Indian HNIs’ financial planning gaps exposed amid rising market volatility, finds Marcellus–D&B Wealth Survey
The survey reveals that 82% of HNIs believe professional financial planning improves their chances of meeting long-term goals. However, only 51% actively seek guidance on diversification and fewer on goal-specific asset allocation
BUSINESS
Asset allocation of affluent households skewed towards real estate, finds Marcellus India Wealth Survey; equities rank second
According to the survey findings, 40 percent of high net worth Indian households said they are dissatisfied with their investment returns even after a historic five-year bull market
