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STRATEGIC INVESTMENT REALLOCATION
MiPhi bets on memory products shortage to expand auto, electronics business in IndiaFlash storage maker MiPhi is capitalizing on the global memory chip shortage to secure lucrative deals in India's electronics and automotiv...
Institutional demand sparks surge in block deals as promoters book profitsPromoters and large shareholders are cashing in on a stock market rebound, offloading shares worth over ₹24,000 crore in May and June. This...
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
Luxury homes emerge as wealth play? Madhusudan Kela buys apartment at DLF’s The DahliasDLF has sold a residential apartment in its ultra-luxury project The Dahlias in Gurugram to Kela for Rs 120.71 crore, according to media re...
BIT sweeter? India weighs easing treaty rules with safeguards to attract foreign capitalAs the world shifts economically, India is set to revamp its investment treaty frameworks. The government is exploring options to simplify ...
China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
Strait of Hormuz disruption biggest risk to India's growth, inflation outlook: Finance MinistryIndia faces economic challenges from the West Asia war. Rising energy prices and a weaker rupee are concerns. A poor monsoon could worsen f...
Beyond Equities: Why HNIs are increasingly turning to premium real estate for wealth preservationIndian housing sales value surged 16% to ₹9.33 lakh crore in FY26, driven by affluent investors prioritizing premium and luxury properties....
How to manage the rupee while protecting growthFirst, on the rupee, one of the most effective ways to stabilise the currency is to improve the flow of foreign exchange into the country. ...
India missed out on AI and now its run as market darling may be overIndia faces a significant setback as artificial intelligence reshapes global investments. The nation's stock market is nearing a fall from ...
India missed out on AI, and now its run as market darling may be overIndia's stock market faces a significant downturn as global investment shifts towards AI. Foreign investors are leaving, impacting market v...
Insurance firms cut stakes in 10 large-cap stocks in Q4 FY26Insurance companies reduced their stakes in top NSE large-cap stocks from December 2025 to March 2026. This decline, observed in companies ...
Gold ETFs deliver up to 61% returns since last Akshaya Tritiya. Should you hold or book profits after the rally?Gold ETFs have rallied up to 61% since last Akshaya Tritiya, driven by geopolitical tensions, central bank buying, and safe-haven demand. E...
Oil will fall back to $70–80, Sunil Singhania sees a buying opportunity in the chaosHigh crude oil prices and global tensions are creating market volatility. However, fund manager Sunil Singhania sees this as a buying oppor...
US Stock Market | Oracle shares jump 6% amid layoff buzz; AI pivot drives investor optimismOracle's stock surged despite widespread layoffs, as the company reallocates resources towards AI and cloud infrastructure. Investors are f...
Don’t chase gold rally, gradual allocation beats momentum investing; volatility risk rising: Chintan HariaGold’s early-2026 rally is being driven by strong investor flows and portfolio reallocation, says ICICI Prudential AMC’s Chintan Haria. Whi...
Ola Electric bags PLI Certification for its Gen 3 scooter portfolioOla Electric has secured PLI certification for its Gen 3 scooter portfolio, a move expected to significantly boost profitability from Q2 FY...
Vellayan Subbiah, chairman of Cholamandalam Investment & Finance Co, wins EY World Entrepreneur of the Year awardVellayan Subbiah, executive vice-chairman of Tube Investments of India and chairman of Cholamandalam Investment & Finance Co, has won the E...
84% Indian CEOs keen on investing in GenAI: reportThe EY CEO Outlook Pulse 2023, released on Thursday, found that 62% of CEOs struggled with the rapid pace of GenAI progress and the regulat...
Nomura quarterly profit doubles on Japanese stock market strengthNomura's dominant position in Japan, where the stock market is trading at 33-year highs, helped it offset lethargic dealmaking and sluggish...