BUSINESS
The end of passive? Index investing is risk disguised in safety, says global fintech founder Mukul Pal
From Dalal Street to Wall Street, Pal has spent 25 years challenging market-cap benchmarks. Now his live models are beating indices worldwide—and he’s betting on a new era of probabilistic investing.
BUSINESS
MC Exclusive: Jim Rogers on India, China, the Dollar, Gold and Silver: Where global markets are headed
In an exclusive conversation with Moneycontrol, legendary investor Jim Rogers shares his views on Indian equities, China’s valuation edge, the dollar’s safe-haven status, and why silver may soon outshine gold.
INDIA
MC Exclusive: Samir Arora on betting on new-age tech and playing the GST cut
Listed start-up valuations are far more sensible than in the unlisted space, but betting on GST beneficiaries is not straightforward, the veteran manager says
BUSINESS
AI boom mirrors dot-com, gold’s frenzy tests ‘greater fool’ theory, says Adrian Mowat
The veteran Emerging Markets strategist said AI valuations are soaring but stable, while gold is rallying on momentum and de-dollarization trend, which investors should ride cautiously, eyeing sell triggers
BUSINESS
Trump tariffs unfair on India, China to outperform as headwinds weigh: Adrian Mowat
The Emerging Market Strategist said trade frictions, visa curbs, and costly valuations as near-term drags for India, while Brazil and China ride policy support, tech strength, and capital flows.
BUSINESS
Samir Arora: People are asking the wrong question on H1-B visa issue by focussing on the math
The margin math looks modest, but visa shocks reinforce a hostile US stance, AI disruption, and weak growth, weighing on Infosys, TCS and other IT peers.
BUSINESS
Trump’s H-1B fee shock eases but Indian IT faces gathering storms
A White House climbdown softens immediate visa pain, yet wage hikes, outsourcing taxes and macro headwinds threaten margins and valuations
BUSINESS
MC Exclusive | Sunil Singhania: New-age firms face risk as competition chases market cap, not profits
Abakkus founder says investors must weigh valuations, profitability and rising disruption risk in high PE businesses
BUSINESS
MC Exclusive: Investors must share blame for India Inc’s reluctance to sacrifice margins for growth, says Sunil Singhania
In a growth economy with nominal growth of 10 per cent or more, management of companies will weak growth will need to introspect on how to up their game
BUSINESS
MC Exclusive: Sunil Singhania’s top sector bets bypass obvious consumption plays
Abakkus founder backs discretionary names, pharma, chemicals and engineering over pricey consumer staples and autos
BUSINESS
MC Exclusive: Sunil Singhania on the Wealth Formula: High tariff not base case; second half earnings could surprise on low expectations
While September will “optically look good” given the weak base last year, December and March should see a significant turnaround, according to the veteran fund manager.
BUSINESS
Why Rajeev Thakkar loads up on US tech but won’t touch Chinese stocks
US tech offers growth and resilience, while China’s legal grey areas make them risky
INDIA
PPFAS’s Rajeev Thakkar: Shakeout needed for next leg up, sideways markets offer breather
Hyper competition and valuation premiums rather than tariffs keeping a lid on stocks prices, according to Thakkar
BUSINESS
80% of headwinds behind us; GST cut already priced in by markets, says Sunil Singhania
Singhania of Abakkus calculates that lower GST, tax cuts, and softer EMIs translate into roughly ₹20,000 crore per month of additional consumer liquidity.
BUSINESS
MC Exclusive: “Early success blindsides you”: Saurabh Mukherjea on mistakes, lessons learnt, and favourite Indian investors
The founder of Marcellus reflects on how his investing approach has shifted over the past three years, after his early conviction in staying invested in high-priced, high-quality stocks came under pressure
BUSINESS
Relaxo was the hardest lesson in investing, says Saurabh Mukherjea
He could not have imagined that a company which has historically made very good decisions, enriched shareholders to the tune of 100x I think in the preceding 20 years could make make strategic misjudgments, Mukherjea said.
BUSINESS
Asian Paints’ moat undiminished, new entrants a million miles from making money: Saurabh Mukherjea
Mukherjea argued that most challengers don’t have that staying power. Instead, they rely on discounts, media publicity, and higher dealer margins to gain short-term traction.
BUSINESS
Downhill racing over, time for the Ferraris of banking to pull ahead, says Saurabh Mukherjea
As asset quality pressures mount in retail credit and smaller lenders face headwinds, the case for sticking with quality lenders — the 'Ferraris' — will pay-off, said the founder of Marcellus Investment Managers
BUSINESS
'First cheque bounces' at decade high in tech hubs like Bengaluru, one in 10 households unlikely to repay loans: Saurabh Mukherjea
Tech and job losses is starting to show stress even in secured credit like mortgages, according to the founder of Marcellus Investment Managers.
BUSINESS
Top private banks 'balance transfer out' risky loans; pass on rate cuts unevenly to customers, says Saurabh Mukherjea
Strong players with disciplined underwriting and risk-adjusted pricing will capture greater market share, according to the founder of Marcellus Investment Managers
BUSINESS
SEBI’s expiry-day clampdown: Can it curb alleged Jane Street-style manipulation?
Penalties for breaching position limits may keep large algo funds cautious, but markets could still remain vulnerable to alleged Jane Street-style manipulation
BUSINESS
From hunting upside to managing risk: S Naren on navigating today’s markets
The celebrated CIO of ICICI Prudential Mutual Fund, with over Rs 10 lakh crore AUM and a two-decade record of 20 percent annualised returns shares his playbook for risk, valuations and opportunity spotting in a changed market cycle.
BUSINESS
MC Interview | Jio BlackRock’s big bet: Marrying scale with reach to disrupt India’s mutual fund landscape
The BlackRock–Jio joint venture is gearing up for a long innings in Indian investing, CEO Sid Swaminathan has said.
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.
