The Dharavi Redevelopment Project, one of the world's largest urban regeneration initiatives, presents a ...More

The Dharavi Redevelopment Project, one of the world's largest urban regeneration initiatives, presents a "massive execution challenge"Group as it seeks to rehabilitate more than one million residents and construct over 125,000 housing units over the next seven to eight years, according to an HSBC Global Investment Research report. ...Less

India's mutual fund sector is transforming. Technology and investor awareness of liquidity are key driver ...More

India's mutual fund sector is transforming. Technology and investor awareness of liquidity are key drivers. The pandemic highlighted the ease of mutual fund redemption over traditional assets. Younger investors are more engaged, seeking information rather than immediate selling during market volatility. Growth is accelerating beyond major cities, indicating a broadening participation. The industry anticipates substantial future expansion. ...Less

India's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging ...More

India's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET Alpha Wealth Summit emphasized AI as an enabler, not a threat, and highlighted the rapid financialization of savings. However, a caution was issued against inflated return expectations, with a realistic alpha target of 12% deemed excellent. ...Less

Dharavi's massive redevelopment project, a joint venture between the Maharashtra government and Adani Gro ...More

Dharavi's massive redevelopment project, a joint venture between the Maharashtra government and Adani Group, aims to transform the Mumbai slum into a smart city. The initiative involves rehabilitating over 125,000 homes and creating a multi-modal transport hub, public spaces, and significant infrastructure improvements. ...Less

Five midcap mutual funds have delivered over 20% annualised returns in the past three years, led by HSBC ...More

Five midcap mutual funds have delivered over 20% annualised returns in the past three years, led by HSBC Midcap Fund. ICICI Prudential, Invesco India, WhiteOak Capital, and Nippon India Growth also featured among top performers, reflecting strong midcap segment momentum and consistent investor interest in higher-growth equity funds. ...Less

India saw inflows topping $155 billion in 2025-26 via remittances. Add another estimated $50 billion from ...More

India saw inflows topping $155 billion in 2025-26 via remittances. Add another estimated $50 billion from this scheme which will run until September, and the country is potentially looking at inflows of at least $150 billion this year. While Gulf Cooperation Council countries have historically dominated India’s inward remittances, advanced economies now contribute more. ...Less

A US judge has allowed Huawei's CFO Meng Wanzhou's admission of illegal business in Iran to be used in th ...More

A US judge has allowed Huawei's CFO Meng Wanzhou's admission of illegal business in Iran to be used in the company's upcoming trial. Meng had admitted to misleading banks about Huawei's compliance with sanctions. This ruling comes as the case against Huawei, which also faces charges of stealing trade secrets, moves forward. Jury selection is scheduled for September 8. ...Less

Indian banks are launching a global campaign to attract over $50 billion in deposits from the diaspora. T ...More

Indian banks are launching a global campaign to attract over $50 billion in deposits from the diaspora. This initiative aims to strengthen foreign exchange reserves and support the rupee. Banks are offering attractive guaranteed returns on dollar deposits, with relationship managers actively engaging overseas nationals. This strategy revives a successful playbook from 2013, leveraging the growing wealth of non-resident Indians. ...Less

Indian markets are set for a strong opening. A preliminary deal between the US and Iran has boosted inves ...More

Indian markets are set for a strong opening. A preliminary deal between the US and Iran has boosted investor sentiment. SpaceX's successful IPO is also a major positive. Paramount Skydance's acquisition has been cleared. These events are expected to drive market gains. Investors will be watching the Federal Reserve's upcoming meeting closely. ...Less

New India Assurance shares surged over 14% following the National Stock Exchange's (NSE) filing of its Dr ...More

New India Assurance shares surged over 14% following the National Stock Exchange's (NSE) filing of its Draft Red Herring Prospectus (DRHP) for its long-awaited Initial Public Offering (IPO). The government-owned insurer will offload over 1 crore shares as part of the offer-for-sale, with seven PSU shareholders divesting nearly 8 crore shares in total. ...Less

India is adjusting its fiscal policy to boost domestic growth and economic strength. Global uncertainties ...More

India is adjusting its fiscal policy to boost domestic growth and economic strength. Global uncertainties are prompting a move towards long-term strategies. Measures are in place to manage rising energy and food costs. This shift aims to protect growth and reduce vulnerabilities in an uncertain world. India is balancing growth support with long-term stability. ...Less

Seven government-owned entities, including State Bank of India and Bank of Baroda, will sell stakes in th ...More

Seven government-owned entities, including State Bank of India and Bank of Baroda, will sell stakes in the National Stock Exchange through its upcoming IPO. This move brings the NSE closer to its listing, anticipated to be India's largest public offering. The exchange, a global leader in equity derivatives, has shown strong financial performance. ...Less

HSBC Mutual Fund has launched the RedHex Hybrid Long-Short Fund, a Specialised Investment Fund strategy a ...More

HSBC Mutual Fund has launched the RedHex Hybrid Long-Short Fund, a Specialised Investment Fund strategy aimed at generating regular income and capital appreciation through a diversified mix of fixed income, equity arbitrage, REITs and InvITs. The fund targets risk-adjusted returns with lower volatility and offers weekly redemption opportunities. ...Less

Rajeev Thakkar, CIO at PPFAS Asset Management, highlighted selling skills at the ET Alpha Wealth Summit. ...More

Rajeev Thakkar, CIO at PPFAS Asset Management, highlighted selling skills at the ET Alpha Wealth Summit. He stated that investors often sell for wrong reasons like boredom or reacting to news. Thakkar outlined six valid reasons to sell, including needing capital for better opportunities, cutting losses, fraud, structural disruption, extreme overvaluation, and superior opportunities. He advised staying diversified. ...Less

Equity mutual funds delivered positive returns on Systematic Investment Plans over the past five years. M ...More

Equity mutual funds delivered positive returns on Systematic Investment Plans over the past five years. Many funds provided double-digit XIRR. HSBC Midcap Fund and Bandhan Small Cap Fund led with over 20% XIRR. This analysis highlights strong SIP performance across various fund categories. Investors saw significant growth on their regular investments. ...Less

The Reserve Bank of India is expected to increase interest rates soon. This move aligns with other centra ...More

The Reserve Bank of India is expected to increase interest rates soon. This move aligns with other central banks responding to rising inflation. Policymakers have signaled a potential rate hike if price pressures become widespread. The RBI has also raised its inflation forecast for the fiscal year ending March 2027. Economists anticipate rate increases in the coming months. ...Less

India is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave ...More

India is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, says Hiren Ved, Director and CIO of Alchemy Capital Management. The AI adoption is creating a significant divide between leading firms and those lagging behind. Investors are urged to identify companies leveraging AI effectively. The strategic use of AI will drive competitive advantages and future growth for businesses. ...Less

Indian government bonds saw renewed buying on Tuesday. Lower oil prices and Reserve Bank of India measure ...More

Indian government bonds saw renewed buying on Tuesday. Lower oil prices and Reserve Bank of India measures to attract dollar inflows improved sentiment. The benchmark bond yield fell. The RBI's recent policy decision focused on attracting foreign debt inflows. These measures are expected to bring significant inflows. India posted a current account surplus in the last quarter. ...Less

RBI GDP Growth 2026-27: The Reserve Bank of India has reduced its economic growth forecast for FY27 to 6. ...More

RBI GDP Growth 2026-27: The Reserve Bank of India has reduced its economic growth forecast for FY27 to 6.6 percent. This adjustment comes amid concerns over global conflicts, energy prices, and weather. The central bank has maintained the key interest rate at 5.25 percent. India's economy shows resilience, but future growth faces challenges from oil prices and monsoon forecasts. ...Less

BSE MD & CEO Sundararaman Ramamurthy highlighted India's market evolution from uncertain settlements to a ...More

BSE MD & CEO Sundararaman Ramamurthy highlighted India's market evolution from uncertain settlements to a trust-based system, driven by technology and investor outreach. He emphasized SME capital access, cybercrime education for youth, and increasing women's participation to foster market stability and growth. BSE actively engages colleges to build an investment culture. ...Less

Eight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a re ...More

Eight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus by redirecting exports away from the U.S. and into Europe and Asia. ...Less

A sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsun ...More

A sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks. As their rapid gains pushed portfolio weights beyond risk limits, active fund managers were forced to sell despite strong fundamentals. The unwind triggered market volatility, accelerated fund outflows and intensified the shift from active to passive investing. ...Less

India's manufacturing sector saw strong growth in May, reaching a three-month high. Demand remained stead ...More

India's manufacturing sector saw strong growth in May, reaching a three-month high. Demand remained steady, boosted by infrastructure projects and new business. Output increased, and new orders grew fastest since February. While cost pressures intensified, input cost inflation eased slightly. Job creation continued, and businesses are optimistic about future growth. ...Less

Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends ...More

Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discussions will focus on artificial intelligence's impact on India's IT sector and the nation's economic trajectory, alongside the durability of India's growth story amidst global uncertainties. ...Less

India's service sector experienced its fastest expansion in six months in May, driven by robust demand an ...More

India's service sector experienced its fastest expansion in six months in May, driven by robust demand and new business wins. Manufacturing activity also saw an improvement, leading to a significant rise in the composite PMI. Despite increased selling prices, demand for services remained strong, with input cost inflation easing. ...Less

India's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea pred ...More

India's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earnings growth. Artificial intelligence is reshaping jobs, impacting the middle class. A weaker rupee will benefit goods producers. Gig work and smaller cities are gaining prominence. Well-managed companies remain strong investments. The era of cheap money is over. ...Less

India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnel ...More

India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical infrastructure, alongside regulatory reforms. With a young demographic and a diversified economy, India is poised for significant wealth creation, particularly in manufacturing, financials, consumption, services, and infrastructure over the next decade. ...Less

Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline sug ...More

Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away from concentrated bets towards diversified strategies. Experts believe this trend reflects a natural shift during market uncertainty. While some sectors show strong performance, others lag, making sector selection challenging. ...Less

Around 16 equity mutual funds delivered impressive returns over the last five years. These funds multipli ...More

Around 16 equity mutual funds delivered impressive returns over the last five years. These funds multiplied investors' lumpsum investments by over 2.3 times. Motilal Oswal Midcap Fund led the pack, more than doubling initial investments. Other top performers included Bandhan Small Cap Fund and Nippon India funds. This analysis highlights significant growth opportunities in select equity mutual funds. ...Less

The Reserve Bank of India has reached a record $110-$115 billion in its net-short dollar book, a key tool ...More

The Reserve Bank of India has reached a record $110-$115 billion in its net-short dollar book, a key tool for defending the rupee. This significant increase in forward dollar sales, particularly in offshore markets, aims to curb excessive volatility driven by factors like oil price shocks and speculative pressures. ...Less

HSBC Mutual Fund CEO Kailash Kulkarni urged investors to keep return expectations realistic, saying a 12% ...More

HSBC Mutual Fund CEO Kailash Kulkarni urged investors to keep return expectations realistic, saying a 12% annual return is a strong outcome in equity markets. Speaking at the ET Alpha Wealth Summit, he highlighted export-led manufacturing as a key long-term opportunity and said AI could empower retail investors through better access to information. ...Less

India's economy, once humming with benign inflation and steady growth, now faces mounting costs from the ...More

India's economy, once humming with benign inflation and steady growth, now faces mounting costs from the Iran war. As a major oil importer, disruptions to supply and elevated prices are impacting growth, inflation, and government finances. The central bank's ability to manage these shocks is increasingly difficult. ...Less

Nippon India Value Fund has turned a Rs 10,000 monthly SIP into Rs 1.56 crore over 21 years, according to ...More

Nippon India Value Fund has turned a Rs 10,000 monthly SIP into Rs 1.56 crore over 21 years, according to an ETMutualFunds analysis. Launched in June 2005, the fund holds a four-star rating from Value Research and Morningstar. A Rs 10,000 SIP started 10 years ago would now be worth Rs 27.06 lakh, while similar investments over five and three years would have grown to Rs 8.19 lakh and Rs 3.90 lakh, respectively. ...Less

Nippon India Value Fund has delivered exceptional returns, turning a Rs 10,000 monthly SIP into Rs 1.56 c ...More

Nippon India Value Fund has delivered exceptional returns, turning a Rs 10,000 monthly SIP into Rs 1.56 crore over 21 years. The fund manager focuses on identifying undervalued businesses with strong fundamentals, a strategy that has yielded significant wealth creation for patient, long-term investors. ...Less

GIFT City, India's international finance hub, is experiencing intense competition for talent as two forei ...More

GIFT City, India's international finance hub, is experiencing intense competition for talent as two foreign bank chiefs have recently resigned. Taral Shah of DBS Bank and Saiju Gandhi of Standard Chartered have left their roles, highlighting a challenge for the growing hub. This comes as global banks expand their presence, attracted by tax incentives and a lighter regulatory framework. ...Less

Hong Kong financial shares fell Friday. Beijing's new capital controls are causing concern. Global banks ...More

Hong Kong financial shares fell Friday. Beijing's new capital controls are causing concern. Global banks with mainland China business face tighter rules. Offshore account openings and fund flows are under stricter scrutiny. This impacts wealth management and cross-border banking services. Investors are watching the effects on business growth and earnings. ...Less

Banking doyen Uday Kotak has urged Indian companies to invest in the future, calling Alphabet's $80 billi ...More

Banking doyen Uday Kotak has urged Indian companies to invest in the future, calling Alphabet's $80 billion fundraise a wake-up call. He emphasized shifting focus back to business building now that the IPL has concluded. Kotak highlighted that even profitable tech giants like Alphabet continue to invest heavily in long-term innovation, stressing the need for Indian firms to avoid complacency. ...Less

IIFL Finance successfully raised $500 million through international dollar bonds, priced at 7.6% for a 3. ...More

IIFL Finance successfully raised $500 million through international dollar bonds, priced at 7.6% for a 3.25-year tenure. This marks India's first dollar bond issuance since January, navigating geopolitical tensions and high overseas yields. The funds will support lending to economically weaker sections, including MSMEs and gold loans. ...Less

India's manufacturing sector saw its fastest growth in three months during May, fueled by robust domestic ...More

India's manufacturing sector saw its fastest growth in three months during May, fueled by robust domestic demand and a surge in new orders. Despite intense cost pressures from rising energy and material prices, factory output accelerated. While hiring continued, business optimism dipped to a four-month low, though companies remain hopeful for future easing of costs. ...Less

IndiGo international flights suspended: IndiGo has temporarily suspended flights to six international des ...More

IndiGo international flights suspended: IndiGo has temporarily suspended flights to six international destinations, including Hong Kong and Krabi, from July 1 to September 30. This strategic move is attributed to traditionally softer demand in the upcoming quarter and a challenging cost environment. The airline plans to resume these services on October 1, contingent on an improved market. ...Less

Avaada Group has achieved a major milestone. The company announced financial closure for its firm and dis ...More

Avaada Group has achieved a major milestone. The company announced financial closure for its firm and dispatchable renewable energy project in Bikaner. This marks India's largest fundraise in the segment. Avaada also secured debt financing for two 300 MW solar power projects in Rajasthan and Gujarat. ...Less

Investors face market uncertainty. The ET Alpha Wealth Summit on June 4 in Mumbai brings together top inv ...More

Investors face market uncertainty. The ET Alpha Wealth Summit on June 4 in Mumbai brings together top investors. S Naren of ICICI Prudential AMC will share lessons on market cycles. Samir Arora of Helios Capital Management will discuss future wealth creation opportunities. The event explores whether market turbulence is over or if more is expected. Registrations are open. ...Less

Amidst global uncertainty, the ET Alpha Wealth Summit in Mumbai on June 4 will feature veteran investor S ...More

Amidst global uncertainty, the ET Alpha Wealth Summit in Mumbai on June 4 will feature veteran investor S. Naren. He will share over three decades of experience navigating market crises, offering strategies to limit losses and identify growth opportunities. ...Less

An NRI in Hong Kong faced an income tax dispute after withdrawing cash from his NRE account to give to hi ...More

An NRI in Hong Kong faced an income tax dispute after withdrawing cash from his NRE account to give to his father. The father used this money to buy an insurance policy in his son's name, leading to an 'unexplained cash credit' notice. ITAT Mumbai ultimately ruled in favor of the NRI, finding his explanation of the funds' origin satisfactory. ...Less

Avaada Group has achieved financial closure for its Firm and Dispatchable Renewable Energy (FDRE) project ...More

Avaada Group has achieved financial closure for its Firm and Dispatchable Renewable Energy (FDRE) project in Bikaner, Rajasthan, calling it India’s largest financing transaction in the FDRE segment. The company has also secured debt financing for two 300 MW solar projects in Rajasthan and Gujarat, taking total debt sanctions across the three projects to nearly $950 million. ...Less

Life advice of the day by Shiv Khera: Shiv Khera emphasizes personal responsibility, stating that inactio ...More

Life advice of the day by Shiv Khera: Shiv Khera emphasizes personal responsibility, stating that inaction makes one part of the problem. His quote, 'If we are not a part of the solution, then we are the problem,' highlights the power of small, positive actions. Khera, an author and motivational speaker, advocates for a proactive approach to life's challenges, inspiring millions globally. ...Less

Jaguar Land Rover is securing a significant £2 billion loan. This move aims to refinance upcoming debt ob ...More

Jaguar Land Rover is securing a significant £2 billion loan. This move aims to refinance upcoming debt obligations. Several multinational banks are participating in this five-year loan. The company is opting for a loan over bonds due to market volatilities. This financial strategy will help manage its debt effectively. ...Less

India is taking steps to manage its currency's decline. Higher duties on gold and silver imports are in p ...More

India is taking steps to manage its currency's decline. Higher duties on gold and silver imports are in place. Import rules for silver have been tightened. Citizens are urged to conserve foreign exchange and reduce fuel consumption. The Reserve Bank of India is curbing currency speculation. These actions aim to stabilize the economy. ...Less

One mutual fund and one specialised investment fund (SIF) will open for subscription this week, offering ...More

One mutual fund and one specialised investment fund (SIF) will open for subscription this week, offering investors exposure to passive and hybrid long-short strategies. HSBC Mutual Fund and Motilal Oswal Mutual Fund are launching the schemes. Investors should align fund selection with their risk profile and financial objectives. ...Less

The RBI's Monetary Policy Committee (MPC) began its three-day meeting on Wednesday, with most economists ...More

The RBI's Monetary Policy Committee (MPC) began its three-day meeting on Wednesday, with most economists expecting the central bank to keep the repo rate unchanged at 5.25% when it announces its decision on June 5. ...Less

Equity mutual funds witnessed a weak May, with the worst-performing schemes losing up to 7%. Internationa ...More

Equity mutual funds witnessed a weak May, with the worst-performing schemes losing up to 7%. International and sectoral funds dominated the laggards' list, led by HSBC Brazil Fund. Several consumption, FMCG, energy and PSU-focused schemes also posted negative returns, reflecting pockets of weakness across specific market segments. ...Less

Investors receiving a large lump sum for long-term goals should avoid immediate equity deployment. Financ ...More

Investors receiving a large lump sum for long-term goals should avoid immediate equity deployment. Financial planners suggest parking funds in liquid instruments and using Systematic Transfer Plans (STPs) over 12 months to mitigate market timing risks. This staggered approach, combined with a diversified equity allocation, aims to optimize returns over a 20-year horizon. ...Less

Five midcap mutual funds delivered strong long-term performance, generating over 20% annualised returns i ...More

Five midcap mutual funds delivered strong long-term performance, generating over 20% annualised returns in the last three years, led by HSBC Midcap Fund, ICICI Prudential Midcap Fund and WhiteOak Capital Mid Cap Fund. ...Less

Equity mutual funds saw strong performance in May, with returns reaching up to 17%. International funds l ...More

Equity mutual funds saw strong performance in May, with returns reaching up to 17%. International funds led the gains, driven by markets like the US, Korea, and Taiwan. While global diversification is beneficial, experts advise caution due to high valuations. Investors should consider a systematic investment plan for global exposure, focusing on long-term data for market assessment. ...Less

Zepto’s unlisted shares have dropped sharply despite Sebi approval for its IPO, signalling investor cauti ...More

Zepto’s unlisted shares have dropped sharply despite Sebi approval for its IPO, signalling investor caution in a volatile market. The decline reflects broader weakness in pre-IPO valuations, macro uncertainty and funding pressures, even as the quick commerce firm prepares for a high-profile public issue amid intense competition. ...Less

India's economy shows cautious resilience. Domestic strengths support the outlook despite global challeng ...More

India's economy shows cautious resilience. Domestic strengths support the outlook despite global challenges. Manufacturing and services are growing. Labour markets are stable. Foreign exchange reserves offer protection. However, rising crude prices, tighter finances, and a weak monsoon pose risks. Inflation needs careful watching. Navigating the coming year requires adaptability to maintain growth and control prices. ...Less

The ET Alpha Summit in Mumbai brings together leading market voices to explore how investors should navig ...More

The ET Alpha Summit in Mumbai brings together leading market voices to explore how investors should navigate expensive markets amid geopolitical uncertainty, inflation and volatility. The sessions focus on Saurabh Mukherjea’s take on the disappearance of cheap stocks and the need to rethink valuation discipline, alongside Samir Arora’s view on where India’s next wave of wealth creation will emerge through structural shifts and evolving market leadership. ...Less

Around 11 equity mutual funds delivered over 10% returns in May, led by international and technology-focu ...More

Around 11 equity mutual funds delivered over 10% returns in May, led by international and technology-focused funds such as Mirae Asset AI ETF FoF, Nippon India Taiwan Equity Fund and Edelweiss US Tech Fund. ...Less

HSBC recently launched a dedicated $4 billion credit facility to support the global expansion of mainland ...More

HSBC recently launched a dedicated $4 billion credit facility to support the global expansion of mainland Chinese companies. ...Less

India's leading investment minds will converge at the ET Alpha Wealth Summit in Mumbai on June 4 to addre ...More

India's leading investment minds will converge at the ET Alpha Wealth Summit in Mumbai on June 4 to address market uncertainty and identify future alpha sources. Seasoned investors like S Naren and Radhika Gupta will share insights on navigating evolving markets, portfolio evolution, and emerging opportunities in India's growth story. ...Less

HSBC's top executive Georges Elhedery stated that artificial intelligence will reshape jobs in finance. T ...More

HSBC's top executive Georges Elhedery stated that artificial intelligence will reshape jobs in finance. The bank is actively retraining its 200,000 employees to embrace this technological shift. This comes as rival Standard Chartered announced significant job cuts due to AI integration. Financial institutions are increasingly focused on cost savings and leveraging AI for efficiency and to combat cyber threats. ...Less

Zepto is preparing for a potential $1 billion IPO, with a public filing expected in June and launch targe ...More

Zepto is preparing for a potential $1 billion IPO, with a public filing expected in June and launch targeted for July. The quick-commerce firm plans to use proceeds for expansion as India’s IPO market seeks renewed momentum amid slowing deal activity and global economic concerns. ...Less

OpenAI CEO Sam Altman stated AI will not cause a global jobs apocalypse. He admitted his fears about whit ...More

OpenAI CEO Sam Altman stated AI will not cause a global jobs apocalypse. He admitted his fears about white-collar job losses were exaggerated. Altman highlighted the irreplaceable human element in many jobs. He believes the future job market will be different than initially predicted. ...Less

India's private sector activity saw a slight dip in May. New orders, output, and exports grew slower. Thi ...More

India's private sector activity saw a slight dip in May. New orders, output, and exports grew slower. This slowdown was influenced by the West Asia conflict. Manufacturing activity eased, with output and new orders moderating. Export order growth softened significantly. Business confidence remained positive but dipped to a three-month low. Input costs intensified, especially for manufacturers. ...Less

The ET Alpha Summit in Mumbai will convene leading investors to navigate a changing market landscape. Exp ...More

The ET Alpha Summit in Mumbai will convene leading investors to navigate a changing market landscape. Experts will offer high-conviction insights on investment strategies, wealth preservation, and succession planning. Attendees will gain actionable ideas to make crucial decisions in today's evolving financial environment. ...Less

Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similar ...More

Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI boom is reshaping global markets. South Korea's Kospi and Taiwan's stock market have seen significant gains, surpassing established Western exchanges. This shift highlights a new global market order driven by AI. ...Less

HSBC has unveiled a groundbreaking $4 billion credit facility aimed at propelling Chinese enterprises for ...More

HSBC has unveiled a groundbreaking $4 billion credit facility aimed at propelling Chinese enterprises forward in sustainable and transitional tech. Key sectors under this initiative include renewable energy, data management hubs, and electric transportation. With China at the forefront of green technology innovation, this strategic funding is set to bolster their global expansion and enhance market presence. ...Less

The finance industry is rapidly adopting AI, but soaring costs for computing power and AI assistants like ...More

The finance industry is rapidly adopting AI, but soaring costs for computing power and AI assistants like Claude are creating financial strain. This is prompting a shift towards building in-house models and potentially industry consolidation, as firms question the long-term pricing and dependence on US tech giants. ...Less

Twelve equity mutual funds delivered over 10% returns in the past year, led by TRUSTMF Small Cap Fund wit ...More

Twelve equity mutual funds delivered over 10% returns in the past year, led by TRUSTMF Small Cap Fund with 19.24%. Midcap schemes from ICICI Prudential, HSBC and Mirae Asset also featured among the top performers. Overall, 284 schemes were analysed, with returns ranging from –11.51% to 9.86%. ...Less

HSBC Midcap Fund delivered exceptional returns, transforming a Rs 10,000 monthly investment into Rs 2.33 ...More

HSBC Midcap Fund delivered exceptional returns, transforming a Rs 10,000 monthly investment into Rs 2.33 crore over two decades. The fund also showed strong three-year trailing returns, ranking second in its category. Experts highlight the fund manager's strategy of focused stock selection in quality mid-sized companies across growth sectors. This approach has consistently benefited from India's economic expansion. ...Less

Indian bonds experienced a downturn as reports surfaced of the Reserve Bank of India considering interest ...More

Indian bonds experienced a downturn as reports surfaced of the Reserve Bank of India considering interest rate hikes to bolster the rupee. This potential policy tightening overshadowed softer oil prices and liquidity measures. The rupee's recent slide, exacerbated by Middle East tensions, has prompted government action, with economists anticipating rate increases as early as June due to inflation concerns. ...Less

Come July, India will unveil its inaugural Index of Services Production to correctly assess the pulse of ...More

Come July, India will unveil its inaugural Index of Services Production to correctly assess the pulse of the country's critical services sector. By tracking short-term shifts in services output, this index aims to make the economy's readings better, in tow with the IIP. ...Less

Singapore-based promoter entity BCP Topco IX Pvt Ltd, a Blackstone subsidiary, has pledged its holding to ...More

Singapore-based promoter entity BCP Topco IX Pvt Ltd, a Blackstone subsidiary, has pledged its holding to refinance its existing loan, with a fresh facility of up to $550 million from a consortium of global lenders. ...Less

India's private sector growth slowed in May. Manufacturing faced a slowdown, impacting new orders and pro ...More

India's private sector growth slowed in May. Manufacturing faced a slowdown, impacting new orders and production. Services saw a marginal increase in activity. International demand weakened due to global conflicts. Input costs rose, but firms absorbed some of these costs. Job creation was stronger in services. Business optimism declined, indicating challenges ahead. ...Less

India's current account deficit is expected to rise to 2.3 percent of GDP in FY27 from 0.9 percent in FY2 ...More

India's current account deficit is expected to rise to 2.3 percent of GDP in FY27 from 0.9 percent in FY26. This widening deficit could strain foreign exchange reserves. Experts suggest policy changes like increasing fuel prices and operationalizing trade deals to boost inflows. Attracting sustainable capital is crucial for India's economic stability. ...Less

Singapore's Deputy Prime Minister Gan Kim Yong is encouraging banks and financial companies to leverage a ...More

Singapore's Deputy Prime Minister Gan Kim Yong is encouraging banks and financial companies to leverage artificial intelligence. The focus should be on creating better jobs and training workers for advanced roles. This approach aims to enhance competitiveness and benefit the workforce. Singapore is positioned as a leading AI financial hub. ...Less

Multi-asset allocation funds, once seen as a guaranteed win, showed a wide performance range last year, f ...More

Multi-asset allocation funds, once seen as a guaranteed win, showed a wide performance range last year, from 3.3% to 24.6%. Investors flocked to these funds as volatile markets made asset allocation challenging, with top performers favoring gold and silver. Future success will depend on fund managers' tactical asset allocation and selective equity positioning. ...Less

Asian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the ...More

Asian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now outperforming many Western exchanges. Investors are watching closely as capital shifts towards these AI-focused economies. This new global stock market order presents exciting opportunities and potential risks. ...Less

Amid rising geopolitical uncertainty, AI disruption, and shifting global markets, the ET Alpha Wealth Sum ...More

Amid rising geopolitical uncertainty, AI disruption, and shifting global markets, the ET Alpha Wealth Summit on June 4 will bring top investors, policymakers, and CEOs together to decode risks and opportunities. From market cycles to global allocation strategies, the summit offers a roadmap for smarter, future-ready investing. ...Less

NVDA stock analysis after NVIDIA earnings: NVIDIA reported robust first-quarter earnings with significant ...More

NVDA stock analysis after NVIDIA earnings: NVIDIA reported robust first-quarter earnings with significant revenue growth, yet its stock dipped as investors questioned the sustainability of its extraordinary momentum. While the company forecasts even faster growth and announced a substantial buyback, concerns linger about maintaining AI hardware dominance and future competition. ...Less

Standard Chartered CEO Bill Winters reassured staff following news of job cuts, emphasizing that the bank ...More

Standard Chartered CEO Bill Winters reassured staff following news of job cuts, emphasizing that the bank is replacing "lower-value human capital" with technology and AI to boost profitability. He stated that while some roles will reduce or change, new opportunities will emerge, with a focus on reskilling and redeployment. ...Less

Building a mutual fund portfolio needs careful planning. Experts highlight that too many funds lead to ov ...More

Building a mutual fund portfolio needs careful planning. Experts highlight that too many funds lead to overlap and high risk, especially in smallcap and midcap categories. Investors are advised to consolidate holdings, increase largecap exposure, and reduce thematic investments. A balanced approach with fewer, well-chosen funds ensures better management and stability. ...Less

Global investors anticipate further depreciation of the Indian rupee, with some projecting a fall to 100 ...More

Global investors anticipate further depreciation of the Indian rupee, with some projecting a fall to 100 per dollar. This outlook is driven by rising oil import costs due to the US-Iran conflict and investor preference for the greenback. The rupee's decline has already eroded local gains for foreign funds, prompting concerns about potential central bank intervention. ...Less

India faces significant external sector challenges due to rising oil prices, foreign investor exits, and ...More

India faces significant external sector challenges due to rising oil prices, foreign investor exits, and a weakening rupee. Chief Economic Advisor V. Anantha Nageswaran describes this as a "live balance of payments stress test," highlighting pressure on imports, currency stability, and foreign exchange flows. The situation is exacerbated by heavy oil import dependence and regional geopolitical tensions. ...Less

Elevated energy prices and weak capital flows have left India staring at a third consecutive fiscal year ...More

Elevated energy prices and weak capital flows have left India staring at a third consecutive fiscal year of a deficit in its balance of payments (BoP), straining the rupee. Economists at HSBC have forecast a ⁠BoP deficit of around $65 billion in the fiscal year ending April 2027. ...Less

Bitcoin hovered around $77,000 amid global economic jitters and significant ETF outflows, totaling $648 m ...More

Bitcoin hovered around $77,000 amid global economic jitters and significant ETF outflows, totaling $648 million. This pullback, influenced by a US credit rating downgrade and geopolitical tensions, has seen major cryptocurrencies like Ethereum and altcoins experience declines. Markets now await the FOMC minutes for a potential catalyst. ...Less

The Indian rupee has reached a historic low against the US dollar. This decline is driven by escalating o ...More

The Indian rupee has reached a historic low against the US dollar. This decline is driven by escalating oil prices due to the Iran conflict and higher US Treasury yields. India's trade deficit is widening, and inflation is accelerating. The nation faces challenges in lowering its current account deficit and attracting capital. These pressures are impacting the economy significantly. ...Less

A 53-year-old investor aims for a Rs 5 crore retirement corpus in seven years without a pension. Experts ...More

A 53-year-old investor aims for a Rs 5 crore retirement corpus in seven years without a pension. Experts suggest increasing monthly SIPs to Rs 1.2 lakh with annual 24% step-ups and shifting to an 80:20 equity-debt allocation. A bucket-based SWP strategy is recommended for post-retirement income, potentially generating Rs 1.67-2.5 lakh monthly. ...Less

Indian investors navigate a complex wealth creation landscape. Geopolitical shifts and rapid AI adoption ...More

Indian investors navigate a complex wealth creation landscape. Geopolitical shifts and rapid AI adoption demand new strategies. The ET Alpha Wealth Summit 2026 on June 4 in Mumbai will gather top minds. Discussions will focus on AI, private markets, and global capital flows. Learn how to build resilient portfolios and identify future opportunities. ...Less

Mutual fund advisors predict 2026 will be a significant year for hybrid funds. These schemes, combining e ...More

Mutual fund advisors predict 2026 will be a significant year for hybrid funds. These schemes, combining equity and debt, are advised for investors navigating global economic uncertainties. Conservative hybrid funds offer a cautious entry point, investing primarily in debt with a small equity allocation. ...Less

Standard Chartered on Tuesday raised its profitability target, aiming for a return on tangible equity of ...More

Standard Chartered on Tuesday raised its profitability target, aiming for a return on tangible equity of more than 15% by 2028 and about 18% by 2030, after achieving its earlier 2026 targets ahead of schedule. ...Less

Women are significantly boosting India's mutual fund landscape, managing Rs 11.3 lakh crore in assets and ...More

Women are significantly boosting India's mutual fund landscape, managing Rs 11.3 lakh crore in assets and contributing Rs 3 lakh crore in new investments during FY26. Their participation grew 13%, outpacing men's 11% growth. This surge highlights a shift towards disciplined, goal-oriented investing, with a rising number of women embracing diversified and long-term wealth creation strategies. ...Less

Indian manufacturers are being urged to identify goods that can be produced locally, aiming to reduce rel ...More

Indian manufacturers are being urged to identify goods that can be produced locally, aiming to reduce reliance on imports. Minister Piyush Goyal highlighted the need to study import trends and find opportunities for domestic production. This initiative seeks to bolster the Indian industry and preserve foreign exchange. ...Less

Corporate leaders are increasingly prioritizing results over employee comfort, with CEOs like Unilever's ...More

Corporate leaders are increasingly prioritizing results over employee comfort, with CEOs like Unilever's Fernando Fernandez demanding "volume growth, positive mix, consistent growth margin expansion." This shift towards "performance cultures" involves tougher accountability, potential layoffs, and a focus on tangible outcomes, signaling a departure from the more empathetic approach of the past decade. ...Less

The currency has slumped 2% over the last seven trading sessions. Traders said the losses would have been ...More

The currency has slumped 2% over the last seven trading sessions. Traders said the losses would have been steeper if not for market interventions by the Reserve Bank of India. ...Less

HSBC raised its 2026 S&P 500 target to 7,650, citing strong corporate earnings and resilient technology s ...More

HSBC raised its 2026 S&P 500 target to 7,650, citing strong corporate earnings and resilient technology stocks. The brokerage said improving AI adoption, broader market participation and easing macro conditions could potentially push the index beyond the 8,000 mark despite lingering inflation and oil price risks. ...Less

The Indian rupee is poised to hit record lows as investors grapple with growth-inflation risks stemming f ...More

The Indian rupee is poised to hit record lows as investors grapple with growth-inflation risks stemming from the Iran war. Rising Brent crude prices are fueling global inflation concerns, prompting expectations of monetary tightening. India's policymakers are implementing measures to support the rupee and manage balance of payments pressures, while bond yields are expected to extend their decline. ...Less

India is considering a policy push to accelerate overseas deployment of skilled workers as part of a broa ...More

India is considering a policy push to accelerate overseas deployment of skilled workers as part of a broader strategy to support the rupee and strengthen remittance inflows amid rising external pressures, including a widening current account deficit and higher oil prices. According to the report, the Ministry of External Affairs has asked the Ministry of Skill Development to speed up placement of workers abroad through government-to-government channels, starting with demand from countries like Israel. ...Less

Brokerage views on Berger Paints, Tata Power and ACME Solar reflect a mixed sector outlook, with optimism ...More

Brokerage views on Berger Paints, Tata Power and ACME Solar reflect a mixed sector outlook, with optimism driven by margin expansion and capacity growth in select names, while concerns remain over execution risks, earnings pressure and valuations in others. The commentary highlights divergent sectoral trends across paints, utilities and renewable energy. ...Less