Multi-Asset Funds Offer Consistent Returns if Not Quite the Big Bang
Multi‑asset funds that blend equities, gold, and short‑term bonds have delivered an 11.4% annualised return over the past 16 years, edging out the BSE Sensex’s 10.7% return. The model portfolio—25% Sensex, 45% CRISIL short‑term bond index, 25% gold, and 5% S&P 500—never recorded a calendar‑year loss, while pure equity, global equity and gold each suffered multiple losing years. Gold’s strong performance in FY 25 (32%) and FY 26 (65%) offset equity weakness, underpinning the portfolio’s consistency. In 2025‑26, investors poured roughly ₹65,210 crore (about $7.8 bn), accounting for 62% of net inflows in the hybrid category, highlighting a shift toward stability‑focused products.
Fresh Hopes of US-Iran Talks Bring Peace to D-Street
India’s equity markets rallied 1.6% on Wednesday as reports of a second round of U.S.-Iran peace talks lifted hopes of ending the West Asian conflict. The NSE Nifty closed at 24,231.30 and the BSE Sensex at 78,111.24, while Brent crude...
Stocks in News: Wipro, Angel One, HDB Financial, Clean Max Enviro, M&M
Indian equities rallied on Wednesday, pushing the Nifty 50 back above the 24,000 level and setting sights on the 24,350‑24,600 range. HDB Financial posted a 41% year‑on‑year jump in Q4 profit to Rs 751 crore (≈ $90 million) and cleared a Rs 32,825 crore (≈ $4 billion) debt...
Fragile US-Iran Talks: Gold Rises to Rs 1.53 Lakh; Silver Jumps Nearly Rs 10,000. What's Next?
Gold in India jumped about 1% to Rs 1.53 lakh per 10 g (≈$1,850) and silver surged nearly 4% to Rs 2.5 lakh per kg (≈$3,000) as the US dollar weakened and reports of renewed US‑Iran talks lifted sentiment. The rally mirrored global markets where...
Anand Rathi Share Q4 Results: Profit More than Doubles to Rs 41 Crore Despite Market Crash
Anand Rathi Share & Stock Brokers reported a 126% year‑on‑year surge in Q4 net profit to Rs 41.5 crore (about $5 million). Revenue jumped 28% to Rs 256 crore (~$31 million) and EBITDA rose 51% to Rs 110 crore (~$13 million), pushing the EBITDA margin to 43.2%. The earnings...
Indus Towers: Jefferies Cuts Rating to Underperform, Gives Reasons for Bear Outlook
Jefferies downgraded Indus Towers to "underperform" and lowered its price target to Rs 375 (about $4.5) amid renewal risk for roughly 10 % of sites built in 2016‑17. The broker warns that contract expirations in late 2026‑early 2027 could force the company...
Ceasefire Not Good for Stock Market? BNP Paribas Cuts Nifty Target for 2026, but Picks 9 Stocks
BNP Paribas has reduced its 2026 Nifty target by 11% to 25,500, citing a fresh surge in crude oil prices and lingering macro risks from the Middle‑East conflict. The brokerage warns that higher energy costs could strain India’s fiscal balance, curb...
360 ONE Asset Secures Rs 2,000 Crore in Commitments for Its PIPE Strategy
India asset manager 360 ONE Asset announced it has secured roughly $241 million (₹2,000 crore) in commitments for its Private Investment in Public Equity (PIPE) strategy. The vehicle targets high‑potential listed and late‑stage companies, offering structured capital, active governance support and flexible...
Ather Energy Shares Rally 8% While Eicher Motors, Hero MotoCorp Shares Drop up to 4%. Here's Why
Delhi’s draft EV Policy 2026‑2030 proposes up to $360 (₹30,000) subsidies for electric two‑wheelers and $600 (₹50,000) for electric auto‑rickshaws, plus tiered per‑kWh incentives and tax exemptions. The incentives have already reshaped market sentiment, sending Ather Energy’s shares up more than...
Tata Chemicals, Tata Investment Corp Shares Rally up to 12% Amid Tata Sons IPO Buzz
Shares of Tata Chemicals and Tata Investment Corp surged up to 12% and 8.5% respectively, reaching ₹774 (~$9.30) and ₹722 (~$8.70) as speculation around a Tata Sons IPO intensified. The rally follows public endorsements from trustees Vijay Singh and Shapoorji Pallonji Mistry, who argue...
Trent vs DMart: Which Retailer’s Shares Should You Buy Now?
Trent (owner of Zudio) and Avenue Supermarts (DMart) have outperformed the market, with Trent up nearly 6% and DMart over 11% in the past month. Trent’s shares have rallied 11% this week but are down 9% year‑to‑date, while DMart is...
FIIs Cover Short Bets as Markets Rebound, but Stay Wary
Foreign portfolio investors (FPIs) trimmed their bearish bets on Nifty futures, lifting the long‑short ratio to 22% – the highest level since the February US‑Iran clash. The short covering coincided with a 5.9% weekly gain, pushing the Nifty to a...
Global Banks Play Hedge Card After RBI Blow on Rupee Bets
The Reserve Bank of India imposed a $100 million cap on banks’ net open positions for on‑shore foreign‑exchange forwards, forcing foreign banks to unwind lucrative arbitrage trades that profit from price differentials with offshore non‑deliverable forwards (NDFs). To mitigate the impact,...
7 Best Performing PMS that Delivered up to 43% Returns in FY26
Despite a turbulent FY 2026 marked by tariff reversals and the Iran‑US conflict, seven Portfolio Management Services (PMS) posted double‑digit gains. Aequitas Investment’s India Opportunities product led with over 43% return, backed by roughly US$456 million in assets under management. Qode Advisors,...
Mcap of 8 of Top-10 Most Valued Firms Jumps Rs 4.13 Lakh Cr; HDFC, ICICI Bank Top Gainers
Eight of India’s top‑10 listed firms added roughly Rs 4.13 lakh crore (~$50 billion) in market capitalisation last week, led by HDFC Bank (+Rs 91,283 crore, about $11 bn) and ICICI Bank (+Rs 76,036 crore, about $9 bn). The BSE Sensex jumped 4,230.7 points (5.77%) and the NSE Nifty rose 1,337.5 points...
