Explained: Sebi proposes MF-PMS framework model with entry fee at Rs 25 lakh. Who stands to benefit?SEBI has proposed a major revamp of the Portfolio Management Services (PMS) framework, including the launch of a new mutual fund-only PMS (...
Domino's India operator Jubilant FoodWorks' Senior VP & CIO Narottam Sharma resignsJubilant FoodWorks announced its Chief Information Officer Narottam Sharma has resigned. Sharma will depart the company on September 18, 20...
AI bigger risk to IT workers than companies, says Marcellus’ Pramod GubbiArtificial intelligence may reduce Indian IT sector employment before impacting companies. Valuations are less compelling now after recent ...
ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
Hybrid SIFs: How these specialised investment funds are filling the risk-return gapHybrid long-short funds rival debt, arbitrage and hybrid funds, but look beyond the label.
Largecap mutual funds hold lowest cash levels in 12 months. Should investors see it as a bullish signal or exercise caution?Largecap mutual funds' cash holdings fell to a one-year low of 2.2% in June, reflecting higher equity deployment and fund managers' confide...
ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren VedIndia's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations...
AI agent economics to shape next phase of enterprise GenAI adoption; 60% of agentic AI costs go to response refinement: McKinseyAs generative artificial intelligence (Gen AI) moves beyond experimentation into enterprise-scale deployment, business leaders are increasi...
Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
Funds go on buying spree as cash holdings drop to five-year lowMutual fund managers reduced cash in equity portfolios to a five-year low. This move utilized recent stock declines in banking and IT secto...
101 equity mutual funds doubled money in 5 years; 4 did it in just 3 years. Should you invest now?More than 100 Indian equity mutual funds doubled investors' money over five years, but experts caution against chasing past winners. While ...
A $2.5 billion FII buying has domestic investors asking: Is foreign money shifting to India?Foreign investors bought Indian equities in July after significant selling periods. This return follows easing geopolitical concerns and im...
TCS shares rally 6% after multi-million ABB AI deal, Q1 earnings. What’s next?Tata Consultancy Services shares climbed significantly after announcing a major AI deal. This new multi-year agreement with ABB aims to tra...
Index returns likely to be slightly above long-term averages over next 2 years: Mirae Asset CIO Neelesh Surana on market outlook, fund strategiesMirae Asset Investment Managers (India)’s equity funds have experienced a period of underperformance—the first major blip since inception i...
Largecap funds no longer the best bet? Edelweiss CIO Trideep Bhattacharya explains why flexicaps may win nowEdelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours fl...
Global Market: GIC reshuffles senior investment leadership, names two deputy group CIOsSingapore sovereign wealth fund GIC has appointed two deputy group chief investment officers and named a new chief investment officer for i...
Temasek keeps 25% of portfolio liquid to weather shocks and seize trends, CIO saysTemasek also aimed to lift its exposure to artificial intelligence companies to as much as 15% of its portfolio over the next five years f...