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ETMarkets AIF Talk| Returns with liquidity: How Vivriti's semi-liquid debt fund is redefining private credit investing, says Priyam KediaVivriti's Short Term Debt Fund offers private credit-like returns with periodic liquidity, resonating with investors. India's private credi...- Siddharth Vora sees broad-based recovery after 1-2 quarters of pain; bets big on metals, stays cautious on quick commerceSiddharth Vora, Head of Quantitative Investment Strategies at PL Asset Management, is confident in his fund's metals-heavy portfolio. He se...
- QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
- Rahul Shah bullish on pharma, sees Sun Pharma and Aurobindo as key large-cap playsIndian equity markets show a mixed but improving consumption trend, with selective FMCG and premium retail outperforming. Page Industries i...
- Jubilant Foodworks shares crash 8% after Domino's India operator's Q4 results. What spooked investors?Jubilant Foodworks shares dropped significantly after its fourth-quarter results. The Domino's India operator reported a profit rise but fa...
- Tactical buying visible in IT, selective opportunities emerging in auto ancillaries: Neeraj DewanIndian stock markets are navigating a balance between optimism and caution. Inflationary pressures and global uncertainties are key concern...
- CCI approves stake purchase in Burger King India operator by Lenexis consortiumThe Competition Commission of India has given its approval for a partial ownership acquisition in Restaurant Brands Asia Limited. This deal...
- Jubilant FoodWorks Q4 Results: Domino's parent net profit jumps 67% to Rs 82 croreIts consolidated revenue from operations in the fourth quarter was Rs 2,499.46 crore against Rs 2,095.02 crore in the year-ago period, it a...
- Restaurant enablement startup Dil Foods raises $7.5 million in fundingRestaurant enablement platform Dil Foods has secured $7.5 million in a funding round led by Bikaji Foods family office. The startup plans t...
- Quick commerce turns the corner; Karan Taurani picks Eternal, Trent, and Nykaa as top consumption betsIndia's consumption sector is changing. Companies are now focusing on profits, not just growth. Quick commerce players like Blinkit are lea...
- US stocks: Domino's Pizza sees weak annual US sales as diners curb spending, shares slumpDomino's Pizza forecast weak annual U.S. same-store sales growth on Monday, citing pressured consumer sentiment and intensifying competitio...
- Fish, meat & West Bengal elections: It’s about money and not politicsWest Bengal Elections BJP vs TMC: Political campaigns in West Bengal are creatively using fish and meat, staples of Bengali culture, to con...
- Retail sales in India up 10% year-on-year in March: RAI surveyIndian retail sales saw a 10% rise in March 2026. This marks a steady end to FY2026. Food, apparel, QSR, and jewellery performed strongly. ...
- Why Sandwizzaa is betting on consistency in a hyper-competitive QSR marketSandwizzaa’s recent growth reflects a disciplined, bootstrapped approach built on strong unit economics, consistent product quality, and hi...
- ITC, paints, QSR: Abneesh Roy on what you should buy and avoid right nowConsumer sector outlook for FY27 faces challenges from cigarette tax hikes and crude oil shocks. Abneesh Roy of Nuvama Institutional Equiti...
- Wow! Momo Foods to add 200 outlets; eyes Rs 1,200 crore revenue in FY27In FY26, Wow! Momo Foods opened 200 stores, the maximum annual store addition to date. With this expansion, the brand now operates over 850...
- Wow! Momo Foods to add 200 outlets; eyes Rs 1,200 cr revenue in FY27Wow! Momo Foods, the quick service restaurant chain, is planning to open 150 to 200 new outlets in the 2026-27 financial year. The company ...
- FMCG watch: Kaustubh Pawaskar on what to expect from Trent, Marico, and Titan amid monsoon uncertaintyIndia's consumer market is recovering as the new fiscal year begins. However, investors are advised to be selective. Rising commodity price...
- Jubilant Foodworks shares drop 3% as LPG shortage hits Domino's Pizza's India operatorJubilant Foodworks faces operational pressure as LPG supply to parts of its Domino’s and Dunkin’ outlets is constrained amid Middle East te...
- QSR stocks slump up to 47% as weak investor appetite, rising fuel risks dent mood. Time to bottom fish?Quick service restaurant stocks are facing significant declines. Investor interest has waned, and rising fuel costs, particularly LPG, are ...
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