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PORTFOLIO POSITIONING
Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying offJefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October...- Parag Parikh ELSS Tax Saver Fund underperforms benchmark for 3 years despite 5-star rating. Should investors worry?The Parag Parikh ELSS Tax Saver Fund has struggled to meet its benchmark over the past one, two, and three years. Yet, it retains a five-st...
- AI is rewriting the rules of investment for India's big-ticket playersPrivate equity investors in India are integrating artificial intelligence into their investment analysis and strategies. AI is being utiliz...
- From CDMO to aerospace: How Vikas Khemani finds India’s next big themesNow, as Carnelian has ventured into mutual fund business by launching a small-cap fund with a ₹5,000 crore cap, Khemani is focusing on manu...
- Qatar Energy locks in US LNG supply from Cheniere as Hormuz disruption drags onQatar Energy has signed a significant liquefied natural gas agreement with Cheniere Energy to purchase 4 million metric tons annually. The ...
- How Vivek Ramaswamy built his billion-dollar fortune through biotech, stock sales and investments — and what he still ownsVivek Ramaswamy's Net Worth: Vivek Ramaswamy’s estimated $2.2 billion to $2.3 billion fortune was built through biotech deals, stock sales ...
- India could be among top 5 global markets for Glenfiddich maker as whisky drinkers trade upIndia is projected to enter the top five global markets for William Grant & Sons in the coming years. The free trade agreement with the UK,...
- SRF Ltd announces ₹600 crore aluminium foil manufacturing plant in Madhya Pradesh for battery applicationsSRF Ltd has secured board approval for a proposed ₹600 crore aluminium foil manufacturing facility in Madhya Pradesh. This plant will cater...
- Zee Studios appoints Suraj Singh as business headZee Entertainment Enterprises Ltd. has appointed Suraj Singh to be the business head of Zee Studios. His tenure will commence on November 1...
- Global Market: Eurozone banking crisis fears return as government borrowing costs surgeRising euro zone borrowing costs have renewed fears of a sovereign debt crisis, particularly in France. European banks’ stronger capital bu...
- Global Market | Safe-haven assets under pressure: Dollar, Swiss franc, German bonds and gold in focusSafe-haven demand is shifting amid AI-driven market volatility, geopolitical tensions, rising energy prices and mounting government debt. T...
- India's smartphone shipments slip 26 pc to decade-low in Q3, Samsung regains top spot: ReportMajor Chinese players Vivo, Oppo and Xiaomi are estimated to have seen a decline in shipments while Samsung regained top position despite a...
- NABVENTURES plans Rs 30-70 crore bets on growth-stage firms in Fund IINABVENTURES aims to invest ₹30-70 crore per company in agriculture, rural financial services, and climate solutions. The venture capital ar...
- Cupid, Sterlite Tech among stocks top 10 equity PMS portfolios hold as Nifty, Sensex plunge up to 13% in 2026Despite a sharp market downturn in 2026, all 10 top-performing equity PMS strategies delivered positive returns in September, ranging from ...
- Equity vs gold vs debt: Where to do highest allocation for best portfolio results? Check 2026 and last 10-year winnersFor the best portfolio results, don’t get swayed by any one asset class. Experts recommend diversification. While asset allocation is the w...
- Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and va...
- Nicholas Sleep’s investing lessons: Why patience, conviction and long-term thinking matterNicholas Sleep’s investment philosophy emphasises independent thinking, patience, and understanding business fundamentals. His successful N...
- DLF Q2 profit rises to Rs 1,301 crore as luxury project sells outDLF reported a 11% year-on-year increase in July-September net profit to Rs 1,301 crore, with sales bookings reaching Rs 3,800 crore. Its A...
- S&P 500’s road to 8,000 grows tougher as yields rise, AI doubts mount; all eyes on quarterly earningsAnalysts are doubtful about the S&P 500 crossing the 8,000 points mark despite strong earnings expectations. The rise in oil prices and bon...
- PMS Tracker: HEM Securities’ SME stars, others rally up to 7.5% in September despite Nifty’s 6% crashDespite Nifty and Sensex tumbling over 6% in September, small-cap and SME-focused PMS strategies delivered robust positive returns. Hem Sec...
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