ETMarkets NRI Talk | 50-60% in equities? R Sivakumar Axis MF CIO’s Rs 1 crore NRI portfolio playbookR Sivakumar, CIO, Axis Mutual Fund, believes the starting point should be a diversified asset-allocation framework rather than market views...
26 Aug, 2026, 08.42 AM IST
ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam SharmaSharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
26 Aug, 2026, 08.34 AM IST
ETMarkets NRI Talk | Why private credit, REITs and PMS are entering the NRI investment conversation, explains Sumegh BhatiaPrivate credit, REITs, InvITs and PMS are gaining interest for their potential to provide differentiated return streams, contractual cash f...
25 Aug, 2026, 08.33 AM IST
Round-tripping: How a company hands itself money and calls it your investment – fooling investors and regulators alikeShare capital looks like one of the simplest numbers on a balance sheet. A company issues a certain number of shares, investors pay for the...
21 Aug, 2026, 10.27 PM IST
India stages a comeback as AI trade gets crowded: What fund flows revealAs global investors crowd into AI-linked markets in South Korea and Taiwan, India is re-emerging as an anti-AI portfolio diversifier. Moder...
09 Aug, 2026, 05.01 PM IST
Global Market: SoftBank earnings in focus as AI investment push raises funding, debt questionsSoftBank faces investor scrutiny over financing its AI expansion and managing debt. The company plans to fund significant AI commitments wh...
04 Aug, 2026, 02.06 PM IST
SoftBank's AI funding plans to face reckoning at earningsSoftBank announced record net profit in the year ended March 2026, but its share price has dropped by almost half since the start of June, ...
04 Aug, 2026, 12.11 PM IST
Global Market: Wellington, Vanguard, Blackstone launch hybrid public-private investment funds for wealthy clientsWellington Management, Vanguard and Blackstone have launched two investment funds combining public and private market assets, aimed at high...
23 Jul, 2026, 09.34 AM IST
BlackRock assets hit record $15 trillion on boost from buoyant markets, ETF inflowsIn a remarkable show of strength, BlackRock announced impressive second-quarter profits that outpaced Wall Street's forecasts. Driven by a ...
15 Jul, 2026, 06.30 PM IST
US Stock Market: Private credit lending slumps in Q2 despite rebound in fundraisingUS private credit funds raised significant capital in the second quarter. Direct lending activity, however, saw a sharp decline during the ...
10 Jul, 2026, 12.42 PM IST
Blackstone, TPG seek over $4 billion for Hologic's surgical unitThe two firms are working with advisers on a sale of the division, which makes surgical equipment used by gynecologists, FT reported.
09 Jul, 2026, 11.20 AM IST
Temasek targets big jump in AI investments as value of portfolio hits record highTemasek, which owns stakes in Anthropic and OpenAI, also said its net portfolio value climbed to S$518 billion ($400 billion) last financia...
08 Jul, 2026, 04.41 PM IST
India's private credit market doubles to $25 billion AUM in five years: ReportIndia's private credit market is booming, nearly doubling to $25 billion in assets under management over five years, fueled by strong busin...
02 Jul, 2026, 12.03 PM IST
India's lending boom might no longer be largely bank-ledIndia's private credit market is booming, doubling in five years to $25 billion as companies seek alternatives to traditional bank loans fo...
02 Jul, 2026, 09.52 AM IST
RBI flags emerging fault lines in private credit market, calls for close monitoringThe Reserve Bank of India has identified growing concerns within the booming private credit market. The central bank's latest report highli...
30 Jun, 2026, 08.36 PM IST
Private credit shock deepens: why Blue Owl caps withdrawals as redemption surge hits 40%, and what it means for Blue Owl stock nowPrivate credit shock is hitting hard. Over 40% redemption requests flooded funds run by Blue Owl Capital. The firm allowed only 5% withdraw...
02 Apr, 2026, 08.00 PM IST
US Stock Market: Morgan Stanley, Cliffwater cap withdrawals from their private credit fundsMorgan Stanley and Cliffwater have capped withdrawals from their private credit funds as investors sought to redeem more than allowed. This...
13 Mar, 2026, 05.56 AM IST