BUSINESS
Inside the stock market’s VIP lounge: How Sebi plans to stop the gatecrashers
Block deals promise quiet, high-stakes trades - but leaks, opportunists, and Bollywood-villain tactics have turned them into a circus. Sebi's new move could rewrite the script.
BUSINESS
S Naren sees 90s-style boom-bust risk, says large caps are the only safe harbour
ICICI Prudential AMC CIO S Naren warns against chasing frothy IPOs, urges investors to guard portfolio quality, liquidity, and size.
BUSINESS
Investors are the new bankers, markets resemble ’90s boom that went bust, warns S Naren
ICICI Prudential’s veteran CIO says retail and institutional investors are now driving India’s capital allocation, raising fears of mispricing and overexposure to equities.
BUSINESS
S Naren’s Big Bet: From China to Brazil, the next big boom isn’t in India or the US
Ex-US, ex-India markets are primed for a comeback, but a $7 billion ceiling blocks mutual fund access — and Naren says lifting it could unlock huge gains for Indian investors
BUSINESS
S Naren’s new investment mantra: Take the 10% and run
As valuations stretch, the ICICI Prudential's chief investment officer S Naren says he is happy to take smaller, sure-shot gains.
BUSINESS
The next earnings upgrade candidates could come from consumption, says Tata MF’s Rahul Singh
Low expectations and a prolonged period of underperformance in consumer companies may set the stage for a potential rebound and positive surprises.
BUSINESS
Why renewable and transmission utilities are best plays on power cycle
Tata MF’s Rahul Singh equipment manufacturers face the risk of transitioning from a “peak capex” cycle.
BUSINESS
Prashant Khemka on Trump tariff uncertainty: Negotiation tactic, India will come out fine
2025 will remain a “normal” year; remain fully in invested, as always, said the founder of WhiteOak
BUSINESS
‘Why would you not be bullish?’ — Tata MF’s Rahul Singh makes the big case for healthcare
From hospitals to diagnostics players, India’s healthcare story is a low-risk, long-term bet, set for years of 15–20% growth, Singh says.
BUSINESS
Looking for earnings surprisers? Why cement sector is the place to look
Cement sector is poised for rerating as pricing discipline returns, says Tata MF’s Rahul Singh.
BUSINESS
No rate cut? Why the RBI’s ‘hawkish pause’ could still be good news for markets
The MPC projected first-quarter growth for FY27 at 6.6 percent, slightly above the 6.5 percent estimate for the previous fiscal
BUSINESS
Trump who? It's domestic growth that drives both hopes and risks
The market’s muted response to Trump’s tariff salvo is telling. While the headlines scream trade war, investors seem to be betting that the real action is back home — in domestic growth, earnings, and capital flows. Even the risks, as big as they may appear, pack more drama than damage.
BUSINESS
IEX rebound: Value buying or smart exit route?
After a 50% crash form the peak, IEX bounces back 10%, but market insiders say funds may be averaging to exit, not buying into value
INDIA
SEBI gives mutual fund managers freedom to talk “off the record”
From August 3, mutual fund managers won’t need to record face-to-face conversations — but phones and dealing rooms are still to be recorded.
BUSINESS
SEBI’s Jane Street crackdown isn’t just big—it’s a market watershed
By exposing the trading blueprint and calling out the structure, SEBI signals it's ready to take on global whales — and protect India’s options market from becoming a rigged game.
BUSINESS
Jane Street leveraged India entity to breach FPI rules, powering trading strategy for alleged illicit gains
According to the market regulator SEBI's current foreign portfolio investor norms, FPIs are not allowed to do intra-day trades.
BUSINESS
Why the Rupee’s losing streak is India’s winning strategy
One of the worst-performing currencies in H1 2025? Yes. But it's all part of the RBI’s plan to stay competitive with China in global trade.
BUSINESS
Generics drugs are a shrinking market, CDMO hasn’t delivered, hospitals and diagnostics better plays for investors
Pricing pressure and overall shrinking pipeline makes generics business challenging according to Kunal Vora
BUSINESS
Telecom is the new petrol: Why Bharti Airtel could be a money machine
Sector consolidation, tariff power and fading capex make Airtel a compounding story
BUSINESS
Why betting on India’s affluent consumer over the masses makes sense despite challenges to job creation
Despite recent headwinds, income tax data suggests the number of high earners continues to compound at 15–20% annually.
BUSINESS
Eternal eating McDonald’s and Domino’s lunch, literally: Should you invest in QSR stocks?
The increase in competitive intensity has eroded the pricing power of QSR brands, said BNP Paribas' Kunal Vora, adding that the ability to hike prices and improve margins has thinned down due to the resurgence of smaller chains or unorganized restaurants.
BUSINESS
India Inc’s FY26 earnings forecast likely to see cuts, says BNP Paribas' Kunal Vora
FY25 earnings fell short of expectations, and FY26 consensus estimate looks optimistic, said Head of India Equity Research Kunal Vora.
BUSINESS
Why the bull run may be a trap and what to buy instead -- Sridhar Sivaram weighs in
Investment director of Enam Holdings thinks it’s time to stay cautious than show heroism
BUSINESS
Why Indian IT companies face a rough ride in the AI era
AI is both an opportunity and a threat — but the threat comes first, says Enam’s Sridhar Sivaram
