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Motilal Oswal AMC CEO Prateek Agrawal explains why he is avoiding large banks, IT and FMCG stocksMotilal Oswal AMC is favouring high-growth themes including defence, renewables, hospitals, digital businesses and capital markets, while l...- Nifty’s 21-day calm before the storm? History warns of a sharp move aheadNifty 50’s August 2026 stability historically signals significant volatility ahead. With future direction unclear, analysts advise shifting...
- Is AI boom hiding growing US risks? Nomura warns dollar asset concentration leaves global markets vulnerable to AI shocksNomura warned that the AI boom may be masking growing US risks, as heavy global exposure to dollar assets leaves markets vulnerable to an A...
- Make growth piggyback on savingsHousehold savings are increasingly held in financial assets, not physical ones. This shift creates a significant mismatch for long-term inv...
- Beyond Stocks and Bonds: Rethinking wealth creation with alternative assetsET Alpha Summit 2.0 will bring together leading investment voices to explore how niche alternative assets could shape the next phase of mul...
- India’s beer boom is pouring beyond affluent cities and nightlife districtsPremium beer consumption is accelerating unexpectedly in India's rural and semi-urban markets. AB InBev is widening distribution of its mor...
- US private credit portfolios show signs of stabilisation in second quarterIn the second quarter of 2026, US private credit portfolios experienced a notable trend of stabilization, despite lenders continuing to mar...
- International funds outperform domestic peers as subscriptions resume. Should investors increase global allocation?International mutual funds have outperformed domestic peers across multiple time horizons, prompting investors to reassess overseas allocat...
- Oil importers are learning to live with a new reality as old routes of business fall apartOngoing tensions involving Iran are pushing major oil importers to develop alternative supply routes, which increasingly bypass the supply ...
- Simple Energy targets 20% of EV market, plans 10,000-12,000 monthly outputThe Bengaluru-based company, which started out with the performance-focused Simple One, is now betting on the family scooter segment to dri...
- Milky Mist Dairy Food shares surge 10% on strong Q1 growthMilky Mist Dairy Food saw strong growth in its June quarter results. The company expects continued momentum through existing capacities and...
- S&P Global weighs multibillion-dollar spinout of Capital IQ Pro: ReportS&P Global is considering spinning off Capital IQ Pro into a standalone company that could be valued in the high single-digit billions of d...
- Banks shifting microfinance strategy, prefer lending to entities over direct borrowers: ReportBanks are increasingly selecting microfinance institutions for loans instead of individual borrowers, leading to a reclassification of micr...
- Milky Mist shares rally over 9% after Q1 profit surges nearly tenfold. Should you buy?Milky Mist Dairy Food shares rallied over 9% after the dairy products maker reported a nearly tenfold year-on-year jump in Q1 profit to Rs ...
- Equity, gold, real estate or cash? CA lists 7 investment types before spending a single rupeeCA Nitin Kaushik says investors should not begin by asking where to invest. Instead, they should consider their goals, time horizon, risk c...
- MSCI rejig disrupts arbitrage playbook, fuels late-session volatilityMSCI index rebalancing on Monday saw sharp stock swings in the final minutes. Global funds adjusted holdings, impacting several stocks sign...
- Why WhiteOak CIO Ramesh Mantri prefers REITs, InvITs over high dividend yield stocksWhile yield will be the primary driver of returns for this Fund, capital appreciation is also expected to play a significant role. REITs an...
- Jefferies initiates coverage on Leela Hotels with Buy rating, sees 22% upsideJefferies initiated coverage on Leela Hotels with a Buy rating and a Rs 675 target, citing India’s premiumisation trend, rising luxury trav...
- BRICS effect: Delhi luxury hotels sell out, room rates surge ahead of SummitNew Delhi's luxury hotels face severe room shortages and soaring prices. Several top properties show no availability for the upcoming BRICS...
- Losing game! How India's small F&O traders carried 70% losses while prop desks made Rs 44,000 croreIn FY26, small Indian traders suffered a staggering seventy percent of the losses in the futures and options market, while proprietary desk...
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