How LIC minted Rs 21,000 crore in mark-to-market gains by betting against AI panic in 3 top IT stocksLIC gained over Rs 21,000 crore from three top software exporters. This paper profit materialized within thirty-five days after a contraria...
06 Aug, 2026, 08.34 AM IST
AI could slow affluent India; QSRs, credit cards may show stress first: BNP Paribas’ Kunal VoraComing to loans, personal loans increased by 13% in FY25 and FY26 which is softer versus the earlier years. Also, the recent resurgence in ...
05 Aug, 2026, 07.45 AM IST
Swiggy shares fall 6% in 2 days despite strong Q1 earnings. Should you buy, sell or hold?Swiggy shares declined six percent over two days despite reporting strong first-quarter earnings. The company's net loss decreased by thirt...
03 Aug, 2026, 01.10 PM IST
Swiggy contra view: Why JM Financial downgraded the stock to 'sell' despite strong Q1 resultsBajaj Finance shares jumped 5% after the NBFC reported a strong Q1 FY27 performance, with standalone net profit rising 28% YoY to Rs 6,081 ...
31 Jul, 2026, 01.18 PM IST
Hated till June, hottest in July! What’s driving the Rs 3.8 lakh crore boom in IT stocks?Indian IT stocks saw a remarkable July rally, adding significant market value and reversing investor pessimism. This surge was largely driv...
30 Jul, 2026, 08.57 AM IST
How Goodwind Moto Tours is taking India's motorcycle tourism globalThree former corporate executives transformed their passion for motorcycling into Goodwind Moto Tours, a premium experiential travel compan...
21 Jul, 2026, 10.35 AM IST
Best aggressive hybrid mutual funds to invest in July 2026Aggressive hybrid funds offer resilience in uncertain markets and are recommended for conservative equity investors. These schemes blend eq...
16 Jul, 2026, 09.34 AM IST
Mutual funds cut cash allocation by over Rs 4,500 crore in June to 19-month lowMutual funds cut cash holdings by over Rs 4,563 crore to Rs 1.83 lakh crore in June, marking a 19-month low, as fund houses increased equit...
15 Jul, 2026, 12.15 PM IST
Stocks, gold and debt: Why ICICI Pru’s Dharmesh Kakkad favours a multi-asset strategy nowICICI Prudential's Dharmesh Kakkad advises investors against chasing the best-performing asset classes, arguing that a dynamic multi-asset ...
13 Jul, 2026, 11.31 AM IST
Why TCS employee addition just hit 4-year high amid AI job loss fearsTCS added 9,279 employees in Q1FY27, marking its strongest quarterly hiring in four years amid growing concerns over AI-led job cuts. The I...
10 Jul, 2026, 01.34 PM IST
Why this Rs 48,450 crore fund manager says it's time for a balanced hybrid fundRoshan Chutkey believes India has entered a moderate-return environment. He suggests a balanced hybrid fund suits the next twelve to twenty...
10 Jul, 2026, 10.05 AM IST
Largecaps over midcaps, banks over PSUs: V Srivatsa reveals where smart money is headingIndia's market outlook is positive, driven by cooling geopolitical tensions and falling crude oil prices, according to UTI AMC's V Srivatsa...
24 Jun, 2026, 05.13 PM IST
Nikhil Kamath sees energy transition powering next wave of opportunitiesNikhil Kamath, Zerodha co-founder, sees significant investment potential in the energy transition, citing the U.S.-Iran conflict's emphasis...
23 Jun, 2026, 05.08 PM 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
Quote of the day by Arthur Zeikel: "Investors must appreciate that, while there is a pattern to events, no pattern is perpetual. The more widely held the belief in the persistence of a current trend, the less likely it is to continue"Arthur Zeikel’s quote underscores the impermanence of market trends and the risks of consensus thinking. The piece explains how investor ps...
12 Jun, 2026, 06.01 PM 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
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