India’s biggest equity fund makes contrarian bet on IT stocksIndia’s largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on...
23 Jun, 2026, 09.18 AM IST
Mutual funds cut PSU bank exposure to 8-month low in May. Warning sign or buying opportunity?Mutual funds have cut their stake in PSU banks to an eight-month low. This move has led to discussions about whether it signals caution or ...
18 Jun, 2026, 11.46 AM IST
Life Lesson of the Day by Nassim Nicholas Taleb: “Missing a train is only painful if you run after it. Likewise, not matching the idea of...” Powerful life lesson on success, freedom, and self-worth for young minds by the bestselling author of The Black Swan, Antifragile, and Skin in the GameLife Lesson of the Day by Nassim Nicholas Taleb: What if the biggest source of stress is not failure but chasing someone else’s definition ...
16 Jun, 2026, 05.43 PM IST
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
15 Jun, 2026, 01.46 PM IST
Retired with 100 stocks and Rs 60,000 SIPs? Expert explains how to simplify your portfolio and plan withdrawalsRetirees face a new challenge: managing wealth after decades of building it. Experts advise simplifying complex portfolios, especially thos...
09 Jun, 2026, 10.34 AM IST
Private sector banks are the best contrarian bet for the next 3 years, says S NarenICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown i...
08 Jun, 2026, 09.22 PM IST
Carl Icahn’s 9 rules for investing success: Be bold, think independentlyCarl Icahn's investing philosophy emphasizes independent thinking, deep business analysis, and identifying undervalued assets. He advocates...
07 Jun, 2026, 02.15 PM IST
Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...
03 Jun, 2026, 09.37 AM IST
FII exodus, crude shock, and Rupee under pressure: Deepak Shenoy breaks down India's market stormIndian stock markets are facing tough times due to global economic factors. Deepak Shenoy of Capitalmind MF advises investors to look beyon...
02 Jun, 2026, 10.43 AM IST
No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...
01 Jun, 2026, 06.30 AM IST
Diamonds in the dust? Retail investors unleash Rs 17,500 crore on 8 battered bluechip stocksRetail investors pumped an estimated Rs 17,539 crore into eight battered Nifty bluechip stocks during the March 2026 quarter, betting aggre...
27 May, 2026, 08.57 AM IST
Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
26 May, 2026, 09.00 AM IST
IT sector a contrarian opportunity at current valuations: Aditya ShahAditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst glo...
22 May, 2026, 10.39 AM IST
Deloitte India aims to become country's biggest professional services firm by 2028Deloitte India is on track to claim the title of the nation's premier professional services provider by 2028, fueled by an expansion strate...
18 May, 2026, 01.14 AM IST
“Reallocate, Diversify, Reposition”: Ajay Srivastava flags rising macro risks for investorsIndian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corpora...
15 May, 2026, 01.03 PM IST
Quote of the Day | John Rogers: "The ability to outperform in financial markets requires creativity, vision and the ability to see what others cannot.”Veteran investor John Rogers emphasised that outperforming in financial markets demands creativity, vision, and the ability to perceive wha...
12 May, 2026, 06.00 PM IST
NFO Insight : Motilal Oswal Contra Fund opens for subscription. Is now the right time to bet on this strategy?Motilal Oswal Mutual Fund has launched its Contra Fund, open for subscription until May 22. The fund aims for long-term capital appreciatio...
08 May, 2026, 10.52 AM IST